Federated Hermes US Strategic Dividend ETFFDV
FDV
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
8% more funds holding
Funds holding: 38 [Q3] → 41 (+3) [Q4]
3% less capital invested
Capital invested by funds: $140M [Q3] → $136M (-$4.14M) [Q4]
20.21% less ownership
Funds ownership: 87.85% [Q3] → 67.64% (-20.21%) [Q4]
50% less funds holding in top 10
Funds holding in top 10: 2 [Q3] → 1 (-1) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for FDV.
Financial journalist opinion
Negative
Seeking Alpha
9 hours ago
FDV: Never Forget Low Beta Is A Double-Edged Sword
FDV has an active strategy at the intersection of the dividend, quality, and low volatility factors. It is benchmarked against the S&P 500. Large exposure to utilities and low beta have somewhat protected it from deep losses this year. Nevertheless, its longer-term performance is underwhelming, as it meaningfully underperformed IVV. Its current factor mix is heavy in quality and value, but SCHD is better in multiple aspects.
Positive
ETF Trends
3 months ago
Advisors Favor Dividends at Start of '25
With the 10-year bond yield climbing higher at the start of the year, many advisors are looking to equities for income. In the initial days of 2025, bonds fell in value amid expectations that the Fed's rate cutting efforts could be on hold for longer than expected.
Positive
Seeking Alpha
5 months ago
FDV: An Active Approach To Dividend Growers
The Federated Hermes U.S. Strategic Dividend ETF aims to generate income and long-term capital value by investing in high-dividend U.S. stocks with the potential for payout growth. The fund's sector allocation favors defensive sectors like utilities and consumer staples, offering stability and income protection against market downturns. Active management allows FDV to outperform passive dividend ETFs, focusing on both current income and future income growth, despite a higher expense ratio.
Positive
ETF Trends
8 months ago
Federated Hermes Debuts 4 New Active Quantitative ETFs
As active ETFs continue to mature, more and more firms are entering the space with renewed vigor. Active strategies offer real advantages as a “plus” option on top of a core, passive allocation, while also providing a landing spot for many investors' active mutual fund assets.
Neutral
PRNewsWire
8 months ago
Federated Hermes, Inc. launches four MDT quantitative active ETFs
• New products double the number of Federated Hermes ETFs PITTSBURGH , July 31, 2024 /PRNewswire/ -- Federated Hermes, Inc. (NYSE: FHI), a global leader in investment management, today announced the launch of four actively managed ETFs that take a quantitative approach to stock selection. The new products offer investors another way to access the disciplined Federated Hermes MDT investment process, crafted and refined for more than 30 years and now available in an ETF structure.
Positive
Seeking Alpha
9 months ago
FDV: Avoid This 3.63% Yielding Active Dividend Growth ETF
FDV is an actively-managed dividend fund, emphasizing low-volatile stocks with strong dividend growth potential. Its AUM is $104 million and its expense ratio is 0.50% after waivers. Its 3.63% expected yield is somewhat attractive, but at least 16 others pay more, with most delivering much better total returns. FDV has barely broken even since November 2022. FDV's managers operate with high conviction but to the detriment of shareholders. Like before, they continue to ignore quality, growth, and sentiment indicators.
Neutral
ETF Trends
1 year ago
Federated Hermes' Clark on Client Cash, Active ETFs
2023 was a major year for the world of ETFs, and 2024 offers both significant opportunities and thought-provoking challenges for investors. One firm looking at how to help advisors as it leans more into ETFs is Federated Hermes.
Positive
ETF Trends
1 year ago
Federated Hermes Debuts Total Return Bond ETF
Today, Federated Hermes launched an actively managed broad bond ETF. The Federated Hermes Total Return Bond ETF (NYSE Arca: FTRB) has an expense ratio of 0.49%.
Charts implemented using Lightweight Charts™