Federated Hermes Short Duration High Yield ETF
FHYS
9 hedge funds and large institutions have $21.7M invested in Federated Hermes Short Duration High Yield ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
29% more funds holding
Funds holding: 7 → 9 (+2)
9% more capital invested
Capital invested by funds: $19.9M → $21.7M (+$1.81M)
6.97% more ownership
Funds ownership: 76.29% → 83.26% (+7%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$419K |
| 2 |
PVI
Pine Valley Investments
Marlton,
New Jersey
|
+$216K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$210K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$459K |
| 2 |
JP Morgan Chase
New York
|
-$13.2K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$643 |
| 4 |
Morgan Stanley
New York
|
-$161 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Federated Hermes
Pittsburgh,
Pennsylvania
| $17.7M | -$459K | -20,000 | -3% |
|
|
SDWMA
2
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $1.49M | – | – | – |
|
|
WOSD
3
WFA of San Diego
San Diego,
California
| $1.45M | +$1.45M | +63,170 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $642K | +$419K | +18,274 | +188% |
|
|
PVI
5
Pine Valley Investments
Marlton,
New Jersey
| $216K | +$216K | +9,420 | New |
|
|
6
Envestnet Asset Management
Chicago,
Illinois
| $210K | +$210K | +9,172 | New |
|
|
CAL
7
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $8K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $917 | -$643 | -28 | -41% |
|
|
9
Morgan Stanley
New York
| $38 | -$161 | -7 | -88% |
|
|
10
JP Morgan Chase
New York
| – | -$13.2K | -578 | Closed |
|
FHYS Hedge Fund Activity: Q2 2024 in Review
9 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes Short Duration High Yield ETF (FHYS) for Q2 2024, worth a combined $21.7M — up 9.1% from $19.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FHYS positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $419K. The largest seller was Federated Hermes, cutting an estimated $459K.
- 9 institutional investors held Federated Hermes Short Duration High Yield ETF (FHYS) as of Q2 2024, up from 7 in Q1 2024.
- Funds reported $21.7M of Federated Hermes Short Duration High Yield ETF stock for Q2 2024, up 9.1% quarter-over-quarter.
- 3 funds opened new Federated Hermes Short Duration High Yield ETF positions in Q2 2024 and 1 closed out, a net change of +2 holders.
- The largest Federated Hermes Short Duration High Yield ETF buyer in Q2 2024 was Osaic Holdings, an estimated $419K added.
- The largest Federated Hermes Short Duration High Yield ETF seller in Q2 2024 was Federated Hermes, an estimated $459K sold.
Based on aggregated 13F filings for Q2 2024.