Federated Hermes US Strategic Dividend ETF
FDV
46 hedge funds and large institutions have $225M 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.
200% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 8
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
64% more capital invested
Capital invested by funds: $137M → $225M (+$87.6M)
10% more funds holding
Funds holding: 42 → 46 (+4)
34.88% less ownership
Funds ownership: 90.36% → 55.48% (-35%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$37M |
| 2 |
LPL Financial
San Diego,
California
|
+$27.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.78M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.26M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.16M |
| 2 |
SAM
Smartleaf Asset Management
Boston,
Massachusetts
|
-$883K |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$560K |
| 4 |
PWH
Priebe Wealth Holdings
Maple Grove,
Minnesota
|
-$227K |
| 5 |
DC
Davenport & Co
Richmond,
Virginia
|
-$104K |
FDV Hedge Fund Activity: Q1 2025 in Review
46 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes US Strategic Dividend ETF (FDV) for Q1 2025, worth a combined $225M — up 64% from $137M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FDV positions and 3 closed out — a net gain of 5 holders — while 24 added to existing stakes and 8 trimmed.
The largest buyer was Great Valley Advisor Group, opening a new position worth an estimated $37M. The largest seller was Private Advisor Group, cutting an estimated $1.16M.
- 46 institutional investors held Federated Hermes US Strategic Dividend ETF (FDV) as of Q1 2025, up from 42 in Q4 2024.
- Funds reported $225M of Federated Hermes US Strategic Dividend ETF stock for Q1 2025, up 64% quarter-over-quarter.
- 8 funds opened new Federated Hermes US Strategic Dividend ETF positions in Q1 2025 and 3 closed out, a net change of +5 holders.
- The largest Federated Hermes US Strategic Dividend ETF buyer in Q1 2025 was Great Valley Advisor Group, an estimated $37M added.
- The largest Federated Hermes US Strategic Dividend ETF seller in Q1 2025 was Private Advisor Group, an estimated $1.16M sold.
Based on aggregated 13F filings for Q1 2025.