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Federated Hermes Total Return Bond ETF

42 hedge funds and large institutions have $250M invested in Federated Hermes Total Return Bond ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
20
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HBT
1
Hills Bank & Trust
Iowa
$57.9M 2,307,838 +343,359 +17%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$29.7M 1,184,254 -116,926 -9%
BWS
3
Broadway Wealth Solutions
Texas
$22.5M 896,317 +60,787 +7%
Raymond James Financial
4
Raymond James Financial
Florida
$22.4M 890,977 +835,066 +1,494%
Osaic Holdings
5
Osaic Holdings
Arizona
$19.6M 793,082 -40,005 -5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$16.7M 664,506 +9,456 +1%
MML Investors Services
7
MML Investors Services
Massachusetts
$12.4M 493,966 -142,463 -22%
SDWMA
8
Schneider Downs Wealth Management Advisors
Pennsylvania
$10.2M 408,162 -50,685 -11%
Stifel Financial
9
Stifel Financial
Missouri
$8.66M 345,053 +11,982 +4%
PTP
10
Platform Technology Partners
New York
$6.96M 277,092 +35,202 +15%
CIS
11
Custom Index Systems
New York
$4.8M 191,161 +26,200 +16%
AFG
12
Allegheny Financial Group
Pennsylvania
$4.44M 176,833 +137,550 +350%
Truist Financial
13
Truist Financial
North Carolina
$4.18M 166,681 +166,681 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.04M 160,763 +132,682 +472%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.89M 154,910 -29,494 -16%
IWC
16
Integrated Wealth Concepts
Massachusetts
$3.75M 149,527 -7,700 -5%
RWB
17
RMR Wealth Builders
New Jersey
$3.61M 143,234 +22,126 +18%
BFA
18
Beaumont Financial Advisors
Massachusetts
$2.39M 95,247 +18,323 +24%
Citadel Advisors
19
Citadel Advisors
Florida
$1.53M 60,966 +40,557 +199%
KPWS
20
Kestra Private Wealth Services
Texas
$1.33M 52,844 -935 -2%
RSA
21
River Street Advisors
Illinois
$1.31M 52,121 +8,066 +18%
AAS
22
Avantax Advisory Services
Texas
$995K 39,659 -1,342 -3%
PFG
23
Prosperity Financial Group
California
$787K 31,346 +2,043 +7%
Jane Street
24
Jane Street
New York
$693K 27,596 -37,625 -58%
APW
25
Aurora Private Wealth
New Jersey
$645K 25,703 -1,457 -5%