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Federated Hermes US Strategic Dividend ETF

45 hedge funds and large institutions have $223M invested in Federated Hermes US Strategic Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.61%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
24
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$39.1M +$27.5M +976,064 +236%
GVAG
2
Great Valley Advisor Group
Delaware
$37.5M +$37.5M +1,333,397 New
ACA
3
Ascension Capital Advisors
Texas
$31.5M +$277K +9,837 +0.9%
Raymond James Financial
4
Raymond James Financial
Florida
$16M +$1.04M +36,833 +7%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$11.9M -$568K -20,181 -5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$11.7M +$3.84M +136,479 +49%
Truist Financial
7
Truist Financial
North Carolina
$8.6M +$1.27M +45,049 +17%
LF
8
Lantz Financial
Illinois
$7.8M +$939K +33,347 +14%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.64M +$1.21M +42,787 +19%
NA
10
NewEdge Advisors
Louisiana
$6.67M +$438K +15,547 +7%
SPIA
11
Steward Partners Investment Advisory
New York
$5.69M +$554K +19,680 +11%
IWC
12
Integrated Wealth Concepts
Massachusetts
$4.94M +$1.06M +37,697 +27%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.4M +$153K +5,448 +4%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$3.91M -$81.6K -2,899 -2%
PAG
15
Private Advisor Group
New Jersey
$3.81M -$1.18M -41,780 -24%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$3.15M +$2.3M +81,534 +268%
EH
17
Equitable Holdings
New York
$2.09M +$109K +3,868 +6%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$1.76M
KAS
19
Kestra Advisory Services
Texas
$1.76M +$1.4M +49,659 +391%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.46M +$718K +25,494 +97%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.41M -$29.6K -1,052 -2%
HH
22
Hilltop Holdings
Texas
$1.31M
PWH
23
Priebe Wealth Holdings
Minnesota
$1.19M -$231K -8,200 -16%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$1.15M -$20.6K -730 -2%
AAS
25
Avantax Advisory Services
Texas
$1.1M +$1.1M +38,990 New