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Federated Hermes Total Return Bond ETF

51 hedge funds and large institutions have $426M invested in Federated Hermes Total Return Bond ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 10

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

38% more capital invested

Capital invested by funds: $308M → $426M (+$118M)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

9% more funds holding

Funds holding: 4751 (+4)

4.51% more ownership

Funds ownership: 86.6%91.12% (+4.5%)

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
0.63%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.11%
New
9
Increased
26
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWGL
26
Cedrus Wealth Group LLC
Minnesota
$1.86M +$98.4K +3,873 +6%
RSA
27
River Street Advisors
Illinois
$1.73M +$210K +8,281 +14%
WB
28
WesBanco Bank
West Virginia
$1.17M -$12.2K -482 -1%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$997K +$219K +8,627 +28%
PFG
30
Prosperity Financial Group
California
$963K +$48.5K +1,910 +5%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$678K -$125K -4,936 -15%
Betterment LLC
32
Betterment LLC
New York
$619K +$625K +24,598 New
APW
33
Aurora Private Wealth
New Jersey
$562K
FCFC
34
First Citizens Financial Corp
Iowa
$545K +$56.3K +2,216 +11%
TPWA
35
Twin Peaks Wealth Advisors
California
$525K -$9.93K -391 -2%
Goldman Sachs
36
Goldman Sachs
New York
$496K +$501K +19,723 New
CA
37
Claro Advisors
Massachusetts
$440K -$12.7K -500 -3%
HH
38
Hilltop Holdings
Texas
$402K
M
39
MOTCO
Texas
$395K +$302K +11,906 +312%
LPL Financial
40
LPL Financial
California
$385K -$39.9K -1,572 -9%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$369K -$18.1K -712 -5%
OSNBOA
42
Old Second National Bank of Aurora
Illinois
$367K +$43.9K +1,728 +13%
TW
43
Towerpoint Wealth
California
$303K
FUBT
44
First United Bank & Trust
Maryland
$254K +$256K +10,083 New
RCAG
45
Rehmann Capital Advisory Group
Michigan
$233K +$235K +9,253 New
ITG
46
Index Technologies Group
New York
$226K
AW
47
Atlas Wealth
Ohio
$214K +$14.6K +575 +7%
SHIM
48
Stone House Investment Management
Pennsylvania
$101K +$102K +4,020 New
SPIA
49
Steward Partners Investment Advisory
New York
$90.7K
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$27K

FTRB Hedge Fund Activity: Q1 2026 in Review

51 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes Total Return Bond ETF (FTRB) for Q1 2026, worth a combined $426M — up 38% from $308M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FTRB positions and 5 closed out — a net gain of 4 holders — while 26 added to existing stakes and 10 trimmed.

The largest buyer was Truist Financial, adding an estimated $64.1M. The largest seller was Wealth Intelligence, exiting entirely with an estimated $16.8M sold.

  • 51 institutional investors held Federated Hermes Total Return Bond ETF (FTRB) as of Q1 2026, up from 47 in Q4 2025.
  • Funds reported $426M of Federated Hermes Total Return Bond ETF stock for Q1 2026, up 38% quarter-over-quarter.
  • 9 funds opened new Federated Hermes Total Return Bond ETF positions in Q1 2026 and 5 closed out, a net change of +4 holders.
  • The largest Federated Hermes Total Return Bond ETF buyer in Q1 2026 was Truist Financial, an estimated $64.1M added.
  • The largest Federated Hermes Total Return Bond ETF seller in Q1 2026 was Wealth Intelligence, an estimated $16.8M sold.

Based on aggregated 13F filings for Q1 2026.