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Federated Hermes MDT Large Cap Growth ETF

33 hedge funds and large institutions have $393M invested in Federated Hermes MDT Large Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

22% more funds holding

Funds holding: 2733 (+6)

15% more capital invested

Capital invested by funds: $341M → $393M (+$52.7M)

3.71% less ownership

Funds ownership: 99.07%95.35% (-3.7%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
16
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$185M -$13.6M -431,427 -7%
BEI
2
Benjamin Edwards Inc
Missouri
$40M +$23.8M +753,093 +129%
LPL Financial
3
LPL Financial
California
$33.5M +$30.5M +965,964 +620%
Raymond James Financial
4
Raymond James Financial
Florida
$32.6M +$33.6M +1,063,512 +4,170%
KAS
5
Kestra Advisory Services
Texas
$29.3M +$6.05M +191,570 +24%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$24.7M +$5.01M +158,508 +24%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.6M +$1.18M +37,453 +12%
MML Investors Services
8
MML Investors Services
Massachusetts
$9.72M +$447K +14,135 +5%
MOS
9
MGO One Seven
Ohio
$5.72M +$680K +21,508 +13%
SA
10
Sanctuary Advisors
Indiana
$3.45M +$1.07M +33,955 +42%
IAA
11
Independent Advisor Alliance
North Carolina
$3.36M +$3.55M +112,220 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.12M -$1.3M -41,271 -28%
SEA
13
Stegent Equity Advisors
Texas
$2.1M -$3.25M -102,892 -59%
TW
14
Towerpoint Wealth
California
$2.06M +$239K +7,570 +12%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.48M +$1.57M +49,546 New
CWGL
16
Cedrus Wealth Group LLC
Minnesota
$1.11M +$124K +3,910 +12%
ST
17
Somerset Trust
Pennsylvania
$943K +$997K +31,529 New
KPWS
18
Kestra Private Wealth Services
Texas
$817K +$256K +8,095 +42%
KWA
19
Kingswood Wealth Advisors
California
$656K +$156K +4,935 +29%
PAG
20
Private Advisor Group
New Jersey
$545K +$576K +18,229 New
CAL
21
Capital Analysts LLC
Pennsylvania
$512K +$137K +4,321 +34%
PVI
22
Pine Valley Investments
New Jersey
$428K +$8.03K +254 +2%
FTUS
23
Flow Traders U.S.
New York
$304K +$321K +10,165 New
IWC
24
Integrated Wealth Concepts
Massachusetts
$301K +$318K +10,071 New
SIA
25
SkyView Investment Advisors
New Jersey
$278K