Federated Hermes US Strategic Dividend ETF
FDV
68 hedge funds and large institutions have $535M invested in Federated Hermes US Strategic Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
33% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 21
13% more funds holding
Funds holding: 60 → 68 (+8)
1% more capital invested
Capital invested by funds: $527M → $535M (+$7.32M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.64% less ownership
Funds ownership: 89.8% → 88.16% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$11.8M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$6.37M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.95M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$4.37M |
| 5 |
Rockefeller Capital Management
New York
|
+$3.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$26.4M |
| 2 |
JP Morgan Chase
New York
|
-$18.8M |
| 3 |
FCM
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
-$11.3M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$9.89M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$4.52M |
FDV Hedge Fund Activity: Q1 2026 in Review
68 of the 8,191 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes US Strategic Dividend ETF (FDV) for Q1 2026, worth a combined $535M — up 1.4% from $527M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FDV positions and 3 closed out — a net gain of 10 holders — while 28 added to existing stakes and 21 trimmed.
The largest buyer was LPL Financial, adding an estimated $11.8M. The largest seller was Federated Hermes, cutting an estimated $26.4M.
- 68 institutional investors held Federated Hermes US Strategic Dividend ETF (FDV) as of Q1 2026, up from 60 in Q4 2025.
- Funds reported $535M of Federated Hermes US Strategic Dividend ETF stock for Q1 2026, up 1.4% quarter-over-quarter.
- 13 funds opened new Federated Hermes US Strategic Dividend ETF positions in Q1 2026 and 3 closed out, a net change of +10 holders.
- The largest Federated Hermes US Strategic Dividend ETF buyer in Q1 2026 was LPL Financial, an estimated $11.8M added.
- The largest Federated Hermes US Strategic Dividend ETF seller in Q1 2026 was Federated Hermes, an estimated $26.4M sold.
Based on aggregated 13F filings for Q1 2026.