Federated Hermes MDT Large Cap Value ETF
FLCV
11 hedge funds and large institutions have $25.1M invested in Federated Hermes MDT Large Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
22% more funds holding
Funds holding: 9 → 11 (+2)
15% more capital invested
Capital invested by funds: $21.8M → $25.1M (+$3.3M)
7.15% more ownership
Funds ownership: 61.58% → 68.73% (+7.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
+$2.19M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$277K |
| 3 |
PVI
Pine Valley Investments
Marlton,
New Jersey
|
+$200K |
| 4 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
+$109K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$70.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$315K |
| 2 |
PFG
Prosperity Financial Group
San Ramon,
California
|
-$9.55K |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$120 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
1
Steward Partners Investment Advisory
New York
| $11.4M | +$2.19M | +72,879 | +24% |
|
|
2
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $5M | +$70.4K | +2,344 | +1% |
|
|
3
Federated Hermes
Pittsburgh,
Pennsylvania
| $2.89M | -$120 | -4 | -0% |
|
|
EB
4
Eastern Bank
Boston,
Massachusetts
| $2.54M | +$3.25K | +108 | +0.1% |
|
|
KWA
5
Kingswood Wealth Advisors
San Diego,
California
| $998K | +$109K | +3,625 | +12% |
|
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $947K | +$277K | +9,233 | +42% |
|
|
PFG
7
Prosperity Financial Group
San Ramon,
California
| $942K | -$9.55K | -318 | -1% |
|
|
PVI
8
Pine Valley Investments
Marlton,
New Jersey
| $203K | +$200K | +6,650 | New |
|
|
CFP
9
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
| $188K | – | – | – |
|
|
CAL
10
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $55K | +$53.9K | +1,793 | New |
|
11
JP Morgan Chase
New York
| $6.1K | +$6.01K | +200 | New |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$315K | -10,681 | Closed |
|
FLCV Hedge Fund Activity: Q3 2025 in Review
11 of the 7,629 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes MDT Large Cap Value ETF (FLCV) for Q3 2025, worth a combined $25.1M — up 15% from $21.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FLCV positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Steward Partners Investment Advisory, adding an estimated $2.19M. The largest seller was Citadel Advisors, exiting entirely with an estimated $315K sold.
- 11 institutional investors held Federated Hermes MDT Large Cap Value ETF (FLCV) as of Q3 2025, up from 9 in Q2 2025.
- Funds reported $25.1M of Federated Hermes MDT Large Cap Value ETF stock for Q3 2025, up 15% quarter-over-quarter.
- 3 funds opened new Federated Hermes MDT Large Cap Value ETF positions in Q3 2025 and 1 closed out, a net change of +2 holders.
- The largest Federated Hermes MDT Large Cap Value ETF buyer in Q3 2025 was Steward Partners Investment Advisory, an estimated $2.19M added.
- The largest Federated Hermes MDT Large Cap Value ETF seller in Q3 2025 was Citadel Advisors, an estimated $315K sold.
Based on aggregated 13F filings for Q3 2025.