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FSCC

Federated Hermes MDT Small Cap Core ETF

23 hedge funds and large institutions have $66.1M invested in Federated Hermes MDT Small Cap Core ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

92% more funds holding

Funds holding: 1223 (+11)

35% more capital invested

Capital invested by funds: $48.9M → $66.1M (+$17.2M)

13.33% less ownership

Funds ownership: 118.14%104.81% (-13%)

Holders
23
Holders Change
+11
Holders Change %
+91.67%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
8
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$16.6M +$4.09M +137,253 +33%
IA
2
Intellus Advisors
Florida
$10.9M +$1.91M +63,966 +21%
Truist Financial
3
Truist Financial
North Carolina
$10.6M +$685K +22,965 +7%
PFPG
4
Pinnacle Financial Partners (Georgia)
Georgia
$10.4M +$10.4M +347,972 New
MML Investors Services
5
MML Investors Services
Massachusetts
$4.34M +$4.31M +144,622 New
P
6
&Partners
Tennessee
$2.58M -$617K -20,696 -20%
CWGL
7
Cedrus Wealth Group LLC
Minnesota
$1.52M +$1.51M +50,692 New
LAM
8
Lifestyle Asset Management
Texas
$1.23M +$1.23M +41,085 New
HT
9
Heritage Trust
Oklahoma
$1.19M +$1.18M +39,538 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$922K +$79.4K +2,663 +9%
ATC
11
Argent Trust Co
Tennessee
$775K +$770K +25,819 New
EFS
12
Essex Financial Services
Connecticut
$774K +$20K +670 +3%
TW
13
Towerpoint Wealth
California
$764K +$37K +1,242 +5%
KPWS
14
Kestra Private Wealth Services
Texas
$609K +$605K +20,277 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$524K +$106K +3,539 +25%
SPIA
16
Steward Partners Investment Advisory
New York
$483K -$90.1K -3,020 -16%
HW
17
Hancock Whitney
Mississippi
$481K +$478K +16,017 New
DC
18
Davenport & Co
Virginia
$362K +$156K +5,241 +77%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$357K +$355K +11,895 New
SA
20
Sanctuary Advisors
Indiana
$313K +$311K +10,440 New
Citadel Advisors
21
Citadel Advisors
Florida
$243K +$241K +8,082 New
PFBT
22
Parkside Financial Bank & Trust
Missouri
$24.6K +$24.4K +819 New
JP Morgan Chase
23
JP Morgan Chase
New York
$4.5K +$4.47K +150 New
MYIA
24
Mount Yale Investment Advisors
Colorado
-$8.4M -284,157 Closed
Federated Hermes
25
Federated Hermes
Pennsylvania
-$2.96M -100,000 Closed

FSCC Hedge Fund Activity: Q4 2025 in Review

23 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes MDT Small Cap Core ETF (FSCC) for Q4 2025, worth a combined $66.1M — up 35% from $48.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FSCC positions and 2 closed out — a net gain of 11 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $4.31M. The largest seller was Mount Yale Investment Advisors, exiting entirely with an estimated $8.4M sold.

  • 23 institutional investors held Federated Hermes MDT Small Cap Core ETF (FSCC) as of Q4 2025, up from 12 in Q3 2025.
  • Funds reported $66.1M of Federated Hermes MDT Small Cap Core ETF stock for Q4 2025, up 35% quarter-over-quarter.
  • 13 funds opened new Federated Hermes MDT Small Cap Core ETF positions in Q4 2025 and 2 closed out, a net change of +11 holders.
  • The largest Federated Hermes MDT Small Cap Core ETF buyer in Q4 2025 was MML Investors Services, an estimated $4.31M added.
  • The largest Federated Hermes MDT Small Cap Core ETF seller in Q4 2025 was Mount Yale Investment Advisors, an estimated $8.4M sold.

Based on aggregated 13F filings for Q4 2025.