Fed Hermes US Strat Div ETFFDVETF
13F holders, Q1 2025 (March 31)46holders +4
8new positions
3sold out
$28.16avg. 13F price*
At the end of Q1 2025, 46 institutions reported holding Fed Hermes US Strat Div ETF (FDV) in their 13F filings, up 4 from Q4 2024. 8 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($39.1M), Great Valley Advisor Group, Inc. ($37.5M) and Ascension Capital Advisors, Inc. ($31.5M).
- Company
- Fed Hermes US Strat Div ETF
- Filed as
- FEDERATED HERMES ETF TRUST (Q1 2025)
- CUSIP
- 31423L305
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $39.6M |
| Exits | 3 | $927K |
All 13F filers, Q4 2024 → Q1 2025: 2,945,176 shares bought and 115,371 shares sold, net +2,829,805 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| LPL Financial LLC | 0.02% | Add +235.7% | 1,390,140 | $39.1M |
| Great Valley Advisor Group, Inc. | 0.81% | New | 1,333,397 | $37.5M |
| Ascension Capital Advisors, Inc. | 14.41% | Add +0.9% | 1,120,236 | $31.5M |
| Raymond James Financial Inc. | 0.01% | Add +6.9% | 569,905 | $16.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -4.5% | 423,434 | $11.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +48.7% | 416,591 | $11.7M |
| Truist Financial Corp. | 0.01% | Add +17.3% | 305,448 | $8.6M |
| Lantz Financial LLC | 2.13% | Add +13.7% | 276,952 | $7.8M |
| Osaic Holdings, Inc. | 0.02% | Add +18.7% | 271,302 | $7.6M |
| NewEdge Advisors, LLC | 0.04% | Add +7.0% | 236,906 | $6.7M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +10.8% | 202,069 | $5.7M |
| Integrated Wealth Concepts LLC | 0.06% | Add +27.4% | 175,512 | $4.9M |
| Royal Bank of Canada | 0.00% | Add +3.6% | 156,275 | $4.4M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -2.0% | 138,771 | $3.9M |
| Private Advisor Group, LLC | 0.02% | Reduce -23.6% | 135,414 | $3.8M |
| Cetera Investment Advisers | 0.01% | Add +267.7% | 111,991 | $3.2M |
| Equitable Holdings, Inc. | 0.02% | Add +5.5% | 74,051 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | No change | 65,202 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | No change | 62,322 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +391.1% | 62,356 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +97.1% | 51,743 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.1% | 50,092 | $1.4M |
| Hilltop Holdings Inc. | 0.08% | No change | 46,644 | $1.3M |
| Priebe Wealth Holdings LLC | 0.74% | Reduce -16.3% | 42,225 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -1.8% | 40,781 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | New | 38,990 | $1.1M |
| Claro Advisors Inc. | 0.06% | Add +0.8% | 17,085 | $481K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 16,506 | $465K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +45.7% | 15,519 | $437K |
| HighTower Advisors, LLC | 0.00% | Add +35.6% | 15,292 | $431K |
| Schneider Downs Wealth Management Advisors, LP | 0.08% | No change | 15,242 | $429K |
| DAVENPORT & Co LLC | 0.00% | Reduce -20.5% | 14,548 | $410K |
| Essex Financial Services, Inc. | 0.03% | Add +6.9% | 13,370 | $376K |
| Susquehanna International Group, LLP | 0.00% | Add +55.0% | 12,966 | $365K |
| Captrust Financial Advisors | 0.00% | Add +15.1% | 11,508 | $324K |
| Gateway Wealth Partners, LLC | 0.07% | Add +10.2% | 10,894 | $307K |
| Intrua Financial, LLC | 0.04% | No change | 9,900 | $279K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -17.8% | 9,176 | $258K |
| Bank of America Corp. | 0.00% | New | 9,095 | $256K |
| Strategic Financial Concepts, LLC | 0.04% | New | 7,641 | $215K |
| Capital Analysts, LLC | 0.01% | Add +29.9% | 6,553 | $185K |
| Private Trust Co. NA | 0.01% | Add +5.2% | 3,313 | $93K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 793 | $22K |
| PNC Financial Services Group, Inc. | 0.00% | New | 414 | $12K |
| Assetmark, Inc. | 0.00% | New | 353 | $10K |
| Morgan Stanley | 0.00% | No change | 176 | $5K |
"% of holder's portfolio" is FDV's weight in each manager's 13F, not the share of Fed Hermes US Strat Div ETF the manager owns.