Federated Hermes U.S. Strategic Dividend
FDV • ARCA
Federated Hermes U.S. Strategic Dividend is an exchange-traded fund on ARCA. As of Q3 2025, 50 institutional investors hold shares in this ETF, with total holdings valued at $394.5M. LPL Financial LLC is the largest holder with a position valued at $64.7M.
Overview
Overview of institutional ownership in FDV as of Q3 2025
All Institutions
- Institutions
- 50
- Value Held
- $394.5M
- Shares Held
- 13.8M
- Avg Position
- $7.9M
- Median Position
- $1.2M
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in FDV as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $64.7M 0.02% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $63.9M 0.02% of portfolio |
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $47.8M 0.10% of portfolio |
 GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth | $45.6M 0.92% of portfolio |
 Ascension Capital Advisors, Inc. RIA/Wealth | $32.4M 12.61% of portfolio |
 REUTER JAMES WEALTH MANAGEMENT, LLC RIA/Wealth | $17.2M 2.44% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $16.2M 0.00% of portfolio |
 BB&T CORP Institution | $10.3M 0.01% of portfolio |
 Lantz Financial LLC RIA/Wealth | $9.8M 2.17% of portfolio |
A Advisor Group Holdings, Inc. Institution | $8.9M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for FDV in Q3 2025
- Traded
- +$84.3M
- Buyers
- 40
- Sellers
- 9
- Total Bought
- +$85.9M
- Total Sold
- −$1.7M
- Avg Position
- $7.6M
Biggest Buyers
| Institution | Net Bought |
|---|---|
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | +$47.8M +1.7M shares |
L LPL Financial LLC Institution | +$9.8M +343.0K shares |
 BANK OF AMERICA CORP /DE/ Institution | +$5.9M +207.6K shares |
REUTER JAMES WEALTH MANAGEMENT, LLC RIA/Wealth | +$5.3M +184.6K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$2.4M +85.1K shares |
GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth | +$1.9M +66.9K shares |
 Rockefeller Capital Management L.P. Long Only Manager | +$1.9M +65.8K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$1.5M +51.1K shares |
BB&T CORP Institution | +$876.1K +30.6K shares |
Lantz Financial LLC RIA/Wealth | +$873.1K +30.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
−$598.9K −20.9K shares | |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$391.9K −14.3K shares |
O OLD MISSION CAPITAL LLC Institution | −$377.9K −13.8K shares |
J JANE STREET GROUP, LLC Institution | −$198.0K −6.9K shares |
 Essex Financial Services, Inc. RIA/Wealth | −$43.8K −1.5K shares |
 Global Retirement Partners, LLC RIA/Wealth | −$28.1K −983.0 shares |
 Gateway Wealth Partners, LLC RIA/Wealth | −$7.7K −268.0 shares |
 DAVENPORT & Co LLC RIA/Wealth | −$3.9K −138.0 shares |
 Capital Analysts, Inc. RIA/Wealth | −$1.6K −57.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited FDV in Q3 2025
- New Positions
- 4
- New Value
- $168.1K
- Exited Positions
- 2
- Exited Value
- $769.8K
New Positions
| Institution | Position Value |
|---|---|
C COMERICA BANK Institution | $100.2K 3.5K shares |
C Colonial Trust Co / SC Institution | $50.0K 1.8K shares |
 Sound Income Strategies, LLC RIA/Wealth | $14.2K 500.0 shares |
A Advisory Services Network, LLC RIA/Wealth | $3.7K 130.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $391.9K 14.3K shares |
O OLD MISSION CAPITAL LLC Institution | $377.9K 13.8K shares |
Options Activity
Institutions with the largest Call and Put options positions in FDV as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with FDV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Ascension Capital Advisors, Inc. RIA/Wealth | 12.61% $32.4M |
REUTER JAMES WEALTH MANAGEMENT, LLC RIA/Wealth | 2.44% $17.2M |
Lantz Financial LLC RIA/Wealth | 2.17% $9.8M |
GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth | 0.92% $45.6M |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | 0.10% $47.8M |
 Claro Advisors LLC RIA/Wealth | 0.09% $622.3K |
 Intrua Financial, LLC RIA/Wealth | 0.07% $629.9K |
H Hilltop Holdings Inc. Institution | 0.07% $1.3M |
0.05% $436.2K | |
 Integrated Wealth Concepts LLC RIA/Wealth | 0.05% $5.3M |
