Federated Hermes Total Return Bond ETF
FTRB
26 hedge funds and large institutions have $182M invested in Federated Hermes Total Return Bond ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
138% more capital invested
Capital invested by funds: $76.6M → $182M (+$106M)
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
44% more funds holding
Funds holding: 18 → 26 (+8)
4.33% less ownership
Funds ownership: 80.11% → 75.78% (-4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$88.1M |
| 2 |
CIS
Custom Index Systems
New York
|
+$3.15M |
| 3 |
Jane Street
New York
|
+$2.77M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.23M |
| 5 |
RWB
RMR Wealth Builders
Montclair,
New Jersey
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$2.09M |
| 2 |
SDWMA
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
-$709K |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$446K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$139K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$87.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $2.09K | -$12.1K | -474 | -85% |
|
|
HNB
27
Huntington National Bank
Columbus,
Ohio
| $1.86K | – | – | – |
|
|
28
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$2.09M | -85,000 | Closed |
|
|
29
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$446K | -18,008 | Closed |
|
FTRB Hedge Fund Activity: Q3 2024 in Review
26 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes Total Return Bond ETF (FTRB) for Q3 2024, worth a combined $182M — up 138% from $76.6M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FTRB positions and 2 closed out — a net gain of 8 holders — while 11 added to existing stakes and 5 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $88.1M. The largest seller was Federated Hermes, exiting entirely with an estimated $2.09M sold.
- 26 institutional investors held Federated Hermes Total Return Bond ETF (FTRB) as of Q3 2024, up from 18 in Q2 2024.
- Funds reported $182M of Federated Hermes Total Return Bond ETF stock for Q3 2024, up 138% quarter-over-quarter.
- 10 funds opened new Federated Hermes Total Return Bond ETF positions in Q3 2024 and 2 closed out, a net change of +8 holders.
- The largest Federated Hermes Total Return Bond ETF buyer in Q3 2024 was Cetera Investment Advisers, an estimated $88.1M added.
- The largest Federated Hermes Total Return Bond ETF seller in Q3 2024 was Federated Hermes, an estimated $2.09M sold.
Based on aggregated 13F filings for Q3 2024.