FDV

Fed Hermes US Strat Div ETF

-$1.1M

Net Activity

Institutions Holding

67

Popularity Rank

#5317

Avg Weight

0.54%

Total Value

$526.2M

Ownership Trend

67 institutions currently hold FDV, with 42 net buyers and 23 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

23

Net Buying Institutions

42

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$92.6M
RJ
Raymond James Financial INC
$75.2M
GV
Great Valley Advisor Group, INC.
$56.2M
TF
Thrivent Financial for Lutherans
$55.3M
AC
Ascension Capital Advisors, Inc.
$40.2M

Top 5 by Conviction

AC
Ascension Capital Advisors, Inc.
12.66%
WF
Willow Financial LLC
9.06%
FC
Financial Concepts Unlimited, Inc.
3.34%
LF
Lantz Financial LLC
2.85%
FA
Focused Alpha, LLC
2.12%
View all 67 holding institutions

Quarterly Activity

Recent Activity

+$349.2M

Total Buy Value

$250.5M

Total Sell Value

New buy13
Trim19
Add29
Sold out4

42

Net Buyers

23

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FED HERMES US STRAT DIV ETF (FDV)?
Major stakeholders currently include LPL Financial LLC ($92.6M), Raymond James Financial INC ($75.2M), Great Valley Advisor Group, INC. ($56.2M). Based on the latest 13F filings, there are a total of 67 tracked investment funds and institutions maintaining positions in FDV.
What is the overall institutional sentiment toward FDV recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.1M, driven by 42 managers accumulating shares while 23 reduced their exposure.
Which institutions have been selling or reducing their FDV positions?
In the latest period, 19 funds trimmed their holdings, and 4 managers completely exited their positions. The aggregate reported sell value was $250.5M.
Are there any notable investors adding FDV to their portfolios?
Yes, buying activity remains notable. 13 institutions opened new positions in {ticker}, and 29 existing holders added to their shares. The total reported buy value for the quarter amounted to $349.2M.

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