FHYS Institutional Ownership
Federated Hermes Short Duration High Yield ETF
1W: -0.4%
1M: -1.8%
3M: -2.5%
YTD: -2.6%
1Y: -2.4%
3Y: +15.9%
$22.51
+0.03 (+0.13%)
Weekly Expected Move ±0.4%
$22
$22
$23
$23
$23
Overview
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Institutional Ownership — FHYS
28
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
15M
Total Invested
6
New Positions
8
Increased
11
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (33 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Cambridge Investment Research Advisors | 108,754 | 2M | +10,561 | +10.8% | 7Q | SEC ↗ |
| 2 | LPL Financial LLC | 84,182 | 2M | +31,373 | +59.4% | 4Q | SEC ↗ |
| 3 | WFA of San Diego, LLC | 51,639 | 1M | -3,762 | -6.8% | 5Q | SEC ↗ |
| 4 | Pine Valley Investments Ltd Liability | 48,842 | 1M | -2,647 | -5.1% | 9Q | SEC ↗ |
| 5 | TRUIST FINANCIAL CORP | 45,520 | 1M | +77 | +0.2% | 4Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 43,708 | 984K | +5,838 | +15.4% | 9Q | SEC ↗ |
| 7 | Tuttle Capital Management, LLC NEW | 41,446 | 933K | — | +0.0% | 1Q | SEC ↗ |
| 8 | KESTRA PRIVATE WEALTH SERVICES, LLC | 36,584 | 823K | -426 | -1.2% | 4Q | SEC ↗ |
| 9 | Steward Partners Investment Advisory, | 30,876 | 695K | -8,879 | -22.3% | 7Q | SEC ↗ |
| 10 | DAVENPORT & Co LLC | 30,270 | 681K | +30 | +0.1% | 7Q | SEC ↗ |
| 11 | &PARTNERS | 28,513 | 642K | +5,655 | +24.7% | 6Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. | 22,156 | 499K | +873 | +4.1% | 12Q | SEC ↗ |
| 13 | NewEdge Advisors, LLC | 21,950 | 494K | +8,550 | +63.8% | 2Q | SEC ↗ |
| 14 | JANE STREET GROUP, LLC | 12,880 | 290K | -21,577 | -62.6% | 4Q | SEC ↗ |
| 15 | Summit Financial, LLC NEW | 11,926 | 268K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Hilltop Holdings Inc. | 10,500 | 236K | -3,000 | -22.2% | 8Q | SEC ↗ |
| 17 | Janney Montgomery Scott LLC | 8,850 | 199K | — | +0.0% | 2Q | SEC ↗ |
| 18 | Capital Analysts, LLC | 4,417 | 99K | — | +0.0% | 16Q | SEC ↗ |
| 19 | CREATIVE FINANCIAL DESIGNS INC /ADV | 1,600 | 36K | -900 | -36.0% | 5Q | SEC ↗ |
| 20 | Capital Investment Advisory Services, NEW | 1,000 | 23K | — | +0.0% | 1Q | SEC ↗ |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 217 | 5K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Allworth Financial LP | 200 | 5K | — | +0.0% | 5Q | SEC ↗ |
| 23 | CWM, LLC NEW | 72 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Sachetta, LLC NEW | 43 | 1K | — | +0.0% | 1Q | SEC ↗ |
| 25 | MERCER GLOBAL ADVISORS INC /ADV NEW | 21 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 26 | UBS Group AG | 0 | 0K | -217 | -100.0% | 1Q | SEC ↗ |
| 27 | ASSETMARK, INC | 0 | 0K | -600 | -100.0% | 1Q | SEC ↗ |
| 28 | MORGAN STANLEY | 0 | 0K | -1 | -100.0% | 1Q | SEC ↗ |
| 29 | Cassaday & Co Wealth Management LLC | 0 | 0K | -1,957 | -100.0% | 1Q | SEC ↗ |
| 30 | Advisory Services Network, LLC | 0 | 0K | -600 | -100.0% | 1Q | SEC ↗ |
| 31 | GOLDMAN SACHS GROUP INC | 0 | 0K | -24,156 | -100.0% | 1Q | SEC ↗ |
| 32 | WELLS FARGO & COMPANY/MN | 0 | 0K | -219 | -100.0% | 4Q | SEC ↗ |
| 33 | BANK OF AMERICA CORP /DE | 0 | 0K | -845 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| Tuttle Capital Management, LLC | 41,446 | 933K |
| Summit Financial, LLC | 11,926 | 268K |
| Capital Investment Advisory Service | 1,000 | 23K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 217 | 5K |
| CWM, LLC | 72 | 2K |
| Sachetta, LLC | 43 | 1K |
| MERCER GLOBAL ADVISORS INC /ADV | 21 | 0K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 24,156 | 544K |
| Cassaday & Co Wealth Management LLC | 1,957 | 44K |
| BANK OF AMERICA CORP /DE | 845 | 19K |
| ASSETMARK, INC | 600 | 14K |
| Advisory Services Network, LLC | 600 | 14K |
| UBS Group AG | 217 | 5K |
| MORGAN STANLEY | 1 | 0K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +31,373 | +59.4% | 84,182 |
| Cambridge Investment Research Advis | +10,561 | +10.8% | 108,754 |
| NewEdge Advisors, LLC | +8,550 | +63.8% | 21,950 |
| ENVESTNET ASSET MANAGEMENT INC | +5,838 | +15.4% | 43,708 |
| &PARTNERS | +5,655 | +24.7% | 28,513 |
| OSAIC HOLDINGS, INC. | +873 | +4.1% | 22,156 |
| TRUIST FINANCIAL CORP | +77 | +0.2% | 45,520 |
| DAVENPORT & Co LLC | +30 | +0.1% | 30,270 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -21,577 | -62.6% | 12,880 |
| Steward Partners Investment Advisor | -8,879 | -22.3% | 30,876 |
| WFA of San Diego, LLC | -3,762 | -6.8% | 51,639 |
| Hilltop Holdings Inc. | -3,000 | -22.2% | 10,500 |
| Pine Valley Investments Ltd Liabili | -2,647 | -5.1% | 48,842 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | -900 | -36.0% | 1,600 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -426 | -1.2% | 36,584 |
| WELLS FARGO & COMPANY/MN | -219 | -100.0% | 0 |