SVAIX
Federated Hermes Strategic Value Dividend Fund
1W: -1.5%
1M: -7.1%
3M: -4.0%
YTD: +5.5%
1Y: +7.0%
3Y: +51.2%
5Y: +57.6%
$6.76
+0.00 (+0.00%)
Weekly Expected Move ±1.1%
$7
$7
$7
$7
$7
Institutional Ownership — SVAIX
6
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
9M
Total Invested
1
New Positions
1
Increased
4
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (7 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Fulton Bank, N.A. | 653,431 | $4M | -26,310 | -3.9% | 25Q | SEC ↗ |
| 2 | Ethos Financial Group, LLC NEW | 551,453 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 3 | OAKWORTH CAPITAL, INC. | 7,023 | $47K | +73 | +1.1% | 4Q | SEC ↗ |
| 4 | McIlrath & Eck, LLC NEW | 16 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 5 | PSI Advisors, LLC | 0 | $0K | -16,630 | -100.0% | 1Q | SEC ↗ |
| 6 | Arvest Bank Trust Division | 0 | $0K | -35,743 | -100.0% | 7Q | SEC ↗ |
| 7 | Garton & Associates Financial Advisors | 0 | $0K | -15,230 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Ethos Financial Group, LLC | 551,453 | $4M |
| McIlrath & Eck, LLC | 16 | $0K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Arvest Bank Trust Division | 35,743 | $242K |
| PSI Advisors, LLC | 16,630 | $112K |
| Garton & Associates Financial Advis | 15,230 | $103K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OAKWORTH CAPITAL, INC. | +73 | +1.1% | 7,023 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Fulton Bank, N.A. | -26,310 | -3.9% | 653,431 |