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Federated Hermes MDT Large Cap Value ETF

16 hedge funds and large institutions have $43.4M invested in Federated Hermes MDT Large Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 1

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

29% more capital invested

Capital invested by funds: $33.8M → $43.4M (+$9.63M)

23% more funds holding

Funds holding: 1316 (+3)

10.69% more ownership

Funds ownership: 49.15%59.84% (+11%)

Holders
16
Holders Change
+3
Holders Change %
+23.08%
% of All Funds
0.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
9
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
1
Steward Partners Investment Advisory
New York
$14.8M +$1.04M +32,518 +7%
FCU
2
Financial Concepts Unlimited
Maine
$9.79M +$9.95M +310,863 New
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$5M -$217K -6,787 -4%
LPL Financial
4
LPL Financial
California
$4.09M +$4.16M +129,817 New
EB
5
Eastern Bank
Massachusetts
$2.94M +$279K +8,730 +10%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.59M +$293K +9,150 +22%
AFG
7
Allegheny Financial Group
Pennsylvania
$1.43M +$116K +3,631 +9%
KWA
8
Kingswood Wealth Advisors
California
$1.05M +$133K +4,150 +14%
PFG
9
Prosperity Financial Group
California
$996K +$14.7K +458 +1%
CFP
10
Comprehensive Financial Planning
Pennsylvania
$538K +$280K +8,734 +105%
LI
11
LRI Investments
Florida
$429K +$436K +13,631 New
CAL
12
Capital Analysts LLC
Pennsylvania
$298K +$24.6K +767 +9%
PVI
13
Pine Valley Investments
New Jersey
$240K +$4K +125 +2%
SFGM
14
Stonebridge Financial Group (Missouri)
Missouri
$221K +$224K +7,007 New
JP Morgan Chase
15
JP Morgan Chase
New York
$12.9K +$13.4K +419 New
PFBT
16
Parkside Financial Bank & Trust
Missouri
$7.59K +$7.71K +241 New
BCI
17
Brinker Capital Investments
Pennsylvania
-$3.89M -125,072 Closed
Federated Hermes
18
Federated Hermes
Pennsylvania
-$2.95M -95,000 Closed
Citadel Advisors
19
Citadel Advisors
Florida
-$260K -8,359 Closed