FED HERMES US STRAT DIV ETF (FDV) Institutional Ownership Changes & 13F Activity

FED HERMES US STRAT DIV ETF (FDV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Jefferies Financial Group Inc., Newedge Advisors, Llc, Wells Fargo & Company/Mn, and Bank Of America Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+14,619+5.0%304,946$9.57MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+3,860+34.7%14,993$470.63KQ2 2026Sep 02, 2026
Jefferies Financial Group Inc.Buy+425,000425,000$13.34MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+8,779+6.2%150,990$4.74MQ2 2026Aug 17, 2026
Raymond James Financial IncBuy+898,323+36.8%3,339,145$104.82MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+205,870+144.5%348,367$10.94MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+160,922+31.9%666,160$20.91MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+44,379+2.5%1,839,407$57.74MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+27,842+37.8%101,570$3.24MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-16,557-4.7%332,013$10.43MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-14,071-63.8%7,986$250.68KQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+10,74110,741$337.00KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-5,543-1.8%306,738$9.63MQ2 2026Aug 14, 2026
&PartnersBuy+3,902+8.8%48,336$1.52MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+1,5881,588$49.85KQ2 2026Aug 14, 2026
Betterment LlcBuy+208+2.7%7,874$247.00KQ2 2026Aug 14, 2026
Rockefeller Capital Management L.P.Buy+95,254+21.4%539,520$16.94MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcSell-14,751-31.7%31,789$997.84KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+5,897+2.1%292,535$9.18MQ2 2026Aug 13, 2026
Ubs Group AgBuy+2,917+326.7%3,810$119.60KQ2 2026Aug 13, 2026
Captrust Financial AdvisorsBuy+1,558+12.4%14,153$444.26KQ2 2026Aug 13, 2026
Hilltop Holdings Inc.Sell-500-1.1%43,160$1.35MQ2 2026Aug 13, 2026
Morgan StanleySell-292-29.9%683$21.44KQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+298,526298,526$9.37MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+124,223124,223$3.95MQ2 2026Aug 12, 2026
Federated Hermes, Inc.Buy+25,725+50.6%76,532$2.40MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+19,528+10.9%198,595$6.23MQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+13,604+86.3%29,375$922.07KQ2 2026Aug 12, 2026
Vise Technologies, Inc.Buy+7,8547,854$246.54KQ2 2026Aug 11, 2026
Great Valley Advisor Group, Inc.Buy+100,765+5.5%1,926,873$60.48MQ2 2026Aug 10, 2026
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Frequently asked questions about FDV activity

  • Which institutional owners are buying FDV?

    Institutional owners buying FDV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FDV activity?

    "Buy" means an investor increased their reported position in FDV compared to the prior reporting period. This reflects growing exposure to FED HERMES US STRAT DIV ETF (FDV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FDV increasing?

    Institutional interest in FDV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.