Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Federated Hermes ETF Trust (FDV)

67 + Investors. Track Smart Money conviction in FDV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
8Q ▲
Buyers last Q
65%

Smart Money Signals — FDV

Based on 67 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added FDV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
67 hedge funds hold FDV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +49% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+49% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 65% buying

44 buying24 selling
Last quarter: 44 funds were net buyers (15 opened a brand new position + 29 added to an existing one). Only 24 were sellers (18 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 7 → 11 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 33% long-term, 30% new

■ 33% conviction (2yr+) ■ 37% medium ■ 30% new
Of the 67 current holders: 22 (33%) held >2 years, 25 held 1–2 years, and 20 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

8 → 7 → 7 → 11 → 15 new funds/Q
New funds entering each quarter: 7 → 7 → 11 → 15. A growing number of institutions are discovering FDV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 40% veterans vs 42% newcomers

■ 40% veterans ■ 18% 1-2yr ■ 42% new
Entry-cohort mix of 67 holders: 27 (40%) are 2+ year veterans, 12 entered 1–2 years ago, and 28 (42%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
11 of 67 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FDV

In 2026 Q1, 44 hedge funds were net buyers of FDV (15 opened a new position, 29 added to an existing one), while 24 reduced or exited (18 trimmed, 6 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 33% of total institutional value in FDV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 67.

Hedge Fund Ownership: FDV

How many hedge funds hold FDV — quarterly history vs. share price
Quarterly hedge fund ownership of FDV vs. share price

Market Analysis: FDV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FDV

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 4 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: FDV
2026 Q2 Stats Unlock in 4 days 67 + Investors

Track Smart Money conviction in FDV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 67 57 17.54%
13F Shares 17M 18M -5.33%
Total Value $463M $516M -10.2%
New Positions 15 11 +4
Increased Positions 29 34 -5
Closed Positions 5 3 +2
Reduced Positions 18 8 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FDV

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Institutional Holders (2026 Q2)

67 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FDV. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 FDV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ascension Capital Advisors, Inc. 11.42% 1,295,622 $40.7M
2 Northwest Financial Advisors 10.12% 2,422,914 $76.1M
3 Financial Concepts Unlimited, Inc. 3.01% 122,172 $3.8M
4 Lantz Financial LLC 2.81% 488,669 $15.3M
5 IFS Group,LLC 1.63% 37,801 $1.2M
6 Fourpath Capital Management, LLC 1.63% 394,100 $12.4M
7 Focused Alpha, LLC 1.47% 182,324 $5.7M
8 Great Valley Advisor Group, INC. 0.96% 1,926,873 $60.5M
9 Signature Equity Partners, LLC 0.60% 41,355 $1.3M
10 Financial Council, LLC 0.11% 10,700 $336K
11 Capital Investment Advisory Services, LLC 0.11% 54,755 $1.7M
12 Hilltop Holdings Inc. 0.11% 43,160 $1.4M
13 Claro Advisors Inc. 0.10% 30,906 $970K
14 Intrua Financial, LLC 0.07% 24,620 $773K
15 Integrated Wealth Concepts LLC 0.06% 389,281 $12.2M
16 Steward Partners Investment Advisory, LLC 0.05% 292,535 $9.2M
17 Schneider Downs Wealth Management Advisors, LP 0.04% 15,242 $478K
18 Wealthcare Advisory Partners LLC 0.04% 74,620 $2.3M
19 Private Advisor Group, LLC 0.03% 228,685 $7.2M
20 Gladstone Institutional Advisory LLC 0.03% 31,185 $979K
21 Raymond James Financial Inc 0.03% 3,339,145 $104.8M
22 NewEdge Advisors, LLC 0.03% 298,526 $9.4M
23 Gateway Wealth Partners, LLC 0.03% 14,811 $465K
24 Rockefeller Capital Management L.P. 0.03% 539,520 $16.9M
25 LPL Financial LLC 0.02% 3,416,136 $107.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Federated Hermes ETF Trust (FDV)

What does the Smart Money Trend signal show for FDV?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added FDV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FDV?

More buyers than sellers — 65% buying: Last quarter: 44 funds were net buyers (15 opened a brand new position + 29 added to an existing one). Only 24 were sellers (18 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FDV holders?

Strong quality — 33% AUM from major funds: 11 of 67 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FDV?

Mixed — 33% long-term, 30% new: Of the 67 current holders: 22 (33%) held >2 years, 25 held 1–2 years, and 20 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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