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Federated Hermes Total Return Bond ETF

38 hedge funds and large institutions have $252M invested in Federated Hermes Total Return Bond ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HBT
1
Hills Bank & Trust
Iowa
$64.3M
Raymond James Financial
2
Raymond James Financial
Florida
$25.9M
BWS
3
Broadway Wealth Solutions
Texas
$24.8M
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$23.3M
Osaic Holdings
5
Osaic Holdings
Arizona
$18M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$15.7M
MML Investors Services
7
MML Investors Services
Massachusetts
$12.5M
SDWMA
8
Schneider Downs Wealth Management Advisors
Pennsylvania
$10.7M
PTP
9
Platform Technology Partners
New York
$8.12M
AFG
10
Allegheny Financial Group
Pennsylvania
$6.44M
CIS
11
Custom Index Systems
New York
$5.08M
RWB
12
RMR Wealth Builders
New Jersey
$4.53M
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.48M
IWC
14
Integrated Wealth Concepts
Massachusetts
$4.3M
Citadel Advisors
15
Citadel Advisors
Florida
$2.59M
BFA
16
Beaumont Financial Advisors
Massachusetts
$2.41M
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$2.25M
P
18
&Partners
Tennessee
$1.99M
Stifel Financial
19
Stifel Financial
Missouri
$1.71M
Truist Financial
20
Truist Financial
North Carolina
$1.55M
KPWS
21
Kestra Private Wealth Services
Texas
$1.43M
RSA
22
River Street Advisors
Illinois
$1.39M
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.33M
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$1.09M
PFG
25
Prosperity Financial Group
California
$986K