Federated Hermes Short Duration High Yield ETF
FHYS
10 hedge funds and large institutions have $22.3M invested in Federated Hermes Short Duration High Yield ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, 4 reducing their positions, and 4 closing their positions.
5.42% less ownership
Funds ownership: 86.8% → 81.38% (-5.4%)
6% less capital invested
Capital invested by funds: $23.8M → $22.3M (-$1.45M)
9% less funds holding
Funds holding: 11 → 10 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$150K |
| 2 |
JP Morgan Chase
New York
|
+$14.6K |
| 3 |
Morgan Stanley
New York
|
+$157 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.13M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$229K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$99.4K |
| 4 |
WOSD
WFA of San Diego
San Diego,
California
|
-$82.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$72K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Federated Hermes
Pittsburgh,
Pennsylvania
| $17.7M | – | – | – |
|
|
SDWMA
2
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $1.57M | – | – | – |
|
|
WOSD
3
WFA of San Diego
San Diego,
California
| $1.49M | -$82.4K | -3,669 | -5% |
|
|
4
Jane Street
New York
| $1.14M | -$1.13M | -50,365 | -50% |
|
5
Truist Financial
Charlotte,
North Carolina
| $207K | -$21.5K | -958 | -9% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $149K | +$150K | +6,674 | New |
|
|
CSPIA
7
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $28.1K | -$2.33K | -104 | -8% |
|
|
8
JP Morgan Chase
New York
| $14.5K | +$14.6K | +651 | New |
|
|
CAL
9
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $8K | – | – | – |
|
|
10
Morgan Stanley
New York
| $156 | +$157 | +7 | New |
|
|
11
Envestnet Asset Management
Chicago,
Illinois
| – | -$229K | -10,248 | Closed |
|
|
12
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$99.4K | -4,450 | Closed |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$72K | -3,221 | Closed |
|
14
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$22K | -1,000 | Closed |
|
FHYS Hedge Fund Activity: Q3 2023 in Review
10 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes Short Duration High Yield ETF (FHYS) for Q3 2023, worth a combined $22.3M — down 6.1% from $23.8M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of FHYS and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 0 added.
The largest buyer was Osaic Holdings, opening a new position worth an estimated $150K. The largest seller was Jane Street, cutting an estimated $1.13M.
- 10 institutional investors held Federated Hermes Short Duration High Yield ETF (FHYS) as of Q3 2023, down from 11 in Q2 2023.
- Funds reported $22.3M of Federated Hermes Short Duration High Yield ETF stock for Q3 2023, down 6.1% quarter-over-quarter.
- 3 funds opened new Federated Hermes Short Duration High Yield ETF positions in Q3 2023 and 4 closed out, a net change of -1 holder.
- The largest Federated Hermes Short Duration High Yield ETF buyer in Q3 2023 was Osaic Holdings, an estimated $150K added.
- The largest Federated Hermes Short Duration High Yield ETF seller in Q3 2023 was Jane Street, an estimated $1.13M sold.
Based on aggregated 13F filings for Q3 2023.