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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 %
TPWA
26
Twin Peaks Wealth Advisors
California
$603K 23,943 -1,638 -6%
FWP
27
Firethorn Wealth Partners
Georgia
$534K 21,274 +2,943 +16%
WB
28
WesBanco Bank
West Virginia
$528K 21,043 +6,226 +42%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$482K 19,222 +19,222 New
HH
30
Hilltop Holdings
Texas
$460K 18,325
CA
31
Claro Advisors
Massachusetts
$452K 18,000
LPL Financial
32
LPL Financial
California
$395K 15,725 +15,725 New
OSNBOA
33
Old Second National Bank of Aurora
Illinois
$315K 12,548 +581 +5%
TW
34
Towerpoint Wealth
California
$245K 9,771 +961 +11%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$205K 8,209 +8,209 New
SFA
36
Semmax Financial Advisors
North Carolina
$123K 4,889 +4,889 New
SPIA
37
Steward Partners Investment Advisory
New York
$90.6K 3,608 +1,007 +39%
M
38
MOTCO
Texas
$76K 3,040 +2,315 +319%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$33K 1,324 +1,324 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$24K 966
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$16.7K 667 +667 New
UBS Group
42
UBS Group
Switzerland
$226 9 -62 -87%
ACP
43
Arcus Capital Partners
Georgia
-48,679 Closed
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
-29,995 Closed
WPW
45
Waldron Private Wealth
Pennsylvania
-28,085 Closed
GSWM
46
Golden State Wealth Management
California
-1,374 Closed