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Federated Hermes US Strategic Dividend ETF

52 hedge funds and large institutions have $397M invested in Federated Hermes US Strategic Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 8

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more capital invested

Capital invested by funds: $302M → $397M (+$95.1M)

10.36% more ownership

Funds ownership: 76.79%87.15% (+10%)

8% more funds holding

Funds holding: 4852 (+4)

Holders
52
Holders Change
+4
Holders Change %
+8.33%
% of All Funds
0.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
8
Increased
33
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$64.7M +$9.73M +343,014 +18%
Raymond James Financial
2
Raymond James Financial
Florida
$63.9M +$1.45M +51,084 +2%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$47.8M +$47.3M +1,669,008 New
GVAG
4
Great Valley Advisor Group
Delaware
$45.6M +$1.9M +66,944 +4%
ACA
5
Ascension Capital Advisors
Texas
$32.4M +$116K +4,094 +0.4%
FCM
6
Fourpath Capital Management
Oklahoma
$17.2M +$5.24M +184,640 +44%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$16.2M +$2.41M +85,087 +18%
Truist Financial
8
Truist Financial
North Carolina
$10.3M +$868K +30,612 +9%
LF
9
Lantz Financial
Illinois
$9.76M +$865K +30,508 +10%
Osaic Holdings
10
Osaic Holdings
Arizona
$8.9M +$623K +21,958 +8%
NA
11
NewEdge Advisors
Louisiana
$7.75M +$387K +13,638 +5%
SPIA
12
Steward Partners Investment Advisory
New York
$7.03M +$834K +29,424 +14%
Bank of America
13
Bank of America
North Carolina
$6.28M +$5.89M +207,559 +1,765%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$6.14M +$774K +27,290 +15%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$5.78M +$1.86M +65,756 +48%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.51M +$809K +28,520 +17%
IWC
17
Integrated Wealth Concepts
Massachusetts
$5.34M +$541K +19,063 +11%
Stifel Financial
18
Stifel Financial
Missouri
$5.26M +$13.3K +468 +0.3%
PAG
19
Private Advisor Group
New Jersey
$4.84M +$59.5K +2,097 +1%
EH
20
Equitable Holdings
New York
$3.3M +$489K +17,235 +18%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$2.61M -$592K -20,888 -19%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.53M +$439K +15,480 +21%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$2.29M +$521K +18,374 +30%
SA
24
Sanctuary Advisors
Indiana
$1.7M -$153K -5,413 -8%
HH
25
Hilltop Holdings
Texas
$1.31M

FDV Hedge Fund Activity: Q3 2025 in Review

52 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes US Strategic Dividend ETF (FDV) for Q3 2025, worth a combined $397M — up 32% from $302M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FDV positions and 2 closed out — a net gain of 6 holders — while 33 added to existing stakes and 8 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $47.3M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $592K.

  • 52 institutional investors held Federated Hermes US Strategic Dividend ETF (FDV) as of Q3 2025, up from 48 in Q2 2025.
  • Funds reported $397M of Federated Hermes US Strategic Dividend ETF stock for Q3 2025, up 32% quarter-over-quarter.
  • 8 funds opened new Federated Hermes US Strategic Dividend ETF positions in Q3 2025 and 2 closed out, a net change of +6 holders.
  • The largest Federated Hermes US Strategic Dividend ETF buyer in Q3 2025 was Thrivent Financial for Lutherans, an estimated $47.3M added.
  • The largest Federated Hermes US Strategic Dividend ETF seller in Q3 2025 was Wealth Enhancement Advisory Services, an estimated $592K sold.

Based on aggregated 13F filings for Q3 2025.