FDV icon

Federated Hermes US Strategic Dividend ETF

47 hedge funds and large institutions have $298M invested in Federated Hermes US Strategic Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
27
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$59.9M +$44.3M +1,612,810 +283%
LPL Financial
2
LPL Financial
California
$52.6M +$14.5M +527,002 +38%
GVAG
3
Great Valley Advisor Group
Delaware
$41.9M +$5.31M +193,484 +15%
ACA
4
Ascension Capital Advisors
Texas
$31M +$202K +7,367 +0.7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.2M +$1.79M +65,362 +16%
FCM
6
Fourpath Capital Management
Oklahoma
$11.4M +$11.4M +415,373 New
Truist Financial
7
Truist Financial
North Carolina
$9.04M +$648K +23,602 +8%
LF
8
Lantz Financial
Illinois
$8.52M +$919K +33,465 +12%
NA
9
NewEdge Advisors
Louisiana
$7.06M +$555K +20,200 +9%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.08M -$1.14M -42,787 -16%
SPIA
11
Steward Partners Investment Advisory
New York
$5.94M +$390K +14,185 +7%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$5.15M +$2.07M +75,419 +67%
Stifel Financial
13
Stifel Financial
Missouri
$5.03M +$5.03M +183,157 New
IWC
14
Integrated Wealth Concepts
Massachusetts
$4.6M -$216K -7,884 -4%
PAG
15
Private Advisor Group
New Jersey
$4.58M +$863K +31,440 +23%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.51M +$217K +7,888 +5%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$3.74M -$66.7K -2,430 -2%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$3.16M -$8.79M -311,535 -74%
EH
19
Equitable Holdings
New York
$2.7M +$663K +24,134 +33%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.01M +$585K +21,291 +41%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.69M +$316K +11,525 +23%
HH
22
Hilltop Holdings
Texas
$1.26M -$21.5K -783 -2%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$1.16M +$36.4K +1,327 +3%
PWH
24
Priebe Wealth Holdings
Minnesota
$1.09M -$67.3K -2,450 -6%
AAS
25
Avantax Advisory Services
Texas
$1.04M -$31.7K -1,155 -3%