Who Owns FDV?
Federated Hermes U.S. Strategic Dividend ETF — Institutional Ownership & 13F Holdings
$30.98
-0.04 (-0.13%)
Market Cap
$491.4M
Shares Outstanding
15,795,229
Institutional Holders
45
Total Inst. Value
$188.6M
% of Float Held
—
QoQ Holder Change
+23
Institutional data as of Q1 2025
New Positions
11
Closed Positions
6
Increased
23
Decreased
7
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | GREAT VALLEY ADVISOR GROUP, INC.New | $37.5M | 1,333,397 |
| 2 | Ascension Capital Advisors, Inc. | $31.5M | 1,120,236 |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | $22.3M | 793 |
| 4 | RAYMOND JAMES FINANCIAL INC | $16.0M | 569,905 |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.9M | 423,434 |
| 6 | TRUIST FINANCIAL CORP | $8.6M | 305,448 |
| 7 | Lantz Financial LLCNew | $7.8M | 276,952 |
| 8 | OSAIC HOLDINGS, INC. | $7.6M | 271,302 |
| 9 | NewEdge Advisors, LLC | $6.7M | 236,906 |
| 10 | Steward Partners Investment Advisory, LLC | $5.7M | 202,069 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| GREAT VALLEY ADVISOR GROUP, INC.New | +1.3M | $37.5M |
| Ascension Capital Advisors, Inc. | +10K | $31.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | +793 | $22.3M |
| RAYMOND JAMES FINANCIAL INC | +37K | $16.0M |
| TRUIST FINANCIAL CORP | +45K | $8.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Private Advisor Group, LLC | -42K | $3.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -17K | $11.9M |
| Strategic Financial Concepts, LLC | -12K | $215K |
| DAVENPORT & Co LLC | -4K | $409K |
| Rockefeller Capital Management L.P. | -3K | $3.9M |
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Frequently Asked Questions
How many institutional investors hold FDV?
As of Q1 2025, 45 institutional investors report holding FDV (Federated Hermes U.S. Strategic Dividend ETF) in their 13F filings.
Which hedge fund owns the most FDV?
The largest institutional holder of FDV is GREAT VALLEY ADVISOR GROUP, INC. with $37.5M in shares.
Are institutions buying or selling FDV?
This quarter, 11 institutions opened new positions in FDV and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.