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Federated Hermes Short Duration High Yield ETF

21 hedge funds and large institutions have $12.5M invested in Federated Hermes Short Duration High Yield ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

16% more capital invested

Capital invested by funds: $10.8M → $12.5M (+$1.69M)

5% more funds holding

Funds holding: 2021 (+1)

5.42% less ownership

Funds ownership: 30.99%25.56% (-5.4%)

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$1.77M +$703K +30,204 +66%
WOSD
2
WFA of San Diego
California
$1.3M -$60.3K -2,589 -4%
PVI
3
Pine Valley Investments
New Jersey
$1.23M -$27.1K -1,162 -2%
SPIA
4
Steward Partners Investment Advisory
New York
$1.15M +$902K +38,738 +357%
LPL Financial
5
LPL Financial
California
$1.1M +$235K +10,071 +27%
Truist Financial
6
Truist Financial
North Carolina
$1.05M +$605 +26 +0.1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$875K +$283K +12,168 +48%
Osaic Holdings
8
Osaic Holdings
Arizona
$709K -$437K -18,777 -38%
Jane Street
9
Jane Street
New York
$673K +$18.6K +797 +3%
DC
10
Davenport & Co
Virginia
$653K +$4.63K +199 +0.7%
KPWS
11
Kestra Private Wealth Services
Texas
$590K +$338K +14,512 +134%
Goldman Sachs
12
Goldman Sachs
New York
$562K +$562K +24,156 New
HH
13
Hilltop Holdings
Texas
$314K
P
14
&Partners
Tennessee
$311K +$70 +3 +0%
CAL
15
Capital Analysts LLC
Pennsylvania
$103K +$95K +4,078 +1,203%
CFD
16
Creative Financial Designs
Indiana
$58.2K +$11.6K +500 +25%
Bank of America
17
Bank of America
North Carolina
$19.7K +$19.7K +845 New
AssetMark Inc
18
AssetMark Inc
California
$14K +$14K +600 New
UBS Group
19
UBS Group
Switzerland
$5.05K +$5.05K +217 New
AF
20
Allworth Financial
California
$4.66K
Wells Fargo
21
Wells Fargo
California
$14 +$23 +1 New
PFG
22
Prosperity Financial Group
California
-$968K -41,604 Closed
ASN
23
Advisory Services Network
Georgia
-$14K -600 Closed
JP Morgan Chase
24
JP Morgan Chase
New York
-$8.56K -368 Closed
Morgan Stanley
25
Morgan Stanley
New York
-$25 -1 Closed

FHYS Hedge Fund Activity: Q4 2025 in Review

21 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes Short Duration High Yield ETF (FHYS) for Q4 2025, worth a combined $12.5M — up 16% from $10.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FHYS positions and 4 closed out — a net gain of 1 holder — while 11 added to existing stakes and 3 trimmed.

The largest buyer was Steward Partners Investment Advisory, adding an estimated $902K. The largest seller was Prosperity Financial Group, exiting entirely with an estimated $968K sold.

  • 21 institutional investors held Federated Hermes Short Duration High Yield ETF (FHYS) as of Q4 2025, up from 20 in Q3 2025.
  • Funds reported $12.5M of Federated Hermes Short Duration High Yield ETF stock for Q4 2025, up 16% quarter-over-quarter.
  • 5 funds opened new Federated Hermes Short Duration High Yield ETF positions in Q4 2025 and 4 closed out, a net change of +1 holder.
  • The largest Federated Hermes Short Duration High Yield ETF buyer in Q4 2025 was Steward Partners Investment Advisory, an estimated $902K added.
  • The largest Federated Hermes Short Duration High Yield ETF seller in Q4 2025 was Prosperity Financial Group, an estimated $968K sold.

Based on aggregated 13F filings for Q4 2025.