Federated Hermes Total Return Bond ETF
FTRB
34 hedge funds and large institutions have $189M invested in Federated Hermes Total Return Bond ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 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
180% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 5
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
31% more funds holding
Funds holding: 26 → 34 (+8)
3% more capital invested
Capital invested by funds: $182M → $189M (+$6.35M)
5.43% less ownership
Funds ownership: 75.78% → 70.35% (-5.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.6M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$10.5M |
| 4 |
HBT
Hills Bank & Trust
North Liberty,
Iowa
|
+$7.43M |
| 5 |
SDWMA
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
+$5.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$50M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$3.86M |
| 3 |
Jane Street
New York
|
-$2.3M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$1.29M |
| 5 |
PMFA
Plante Moran Financial Advisors
Southfield,
Michigan
|
-$315K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Jane Street
New York
| $426K | -$2.3M | -91,437 | -84% |
|
|
FWP
27
Firethorn Wealth Partners
Augusta,
Georgia
| $420K | +$1.48K | +59 | +0.3% |
|
28
Citadel Advisors
Miami,
Florida
| $362K | +$69.1K | +2,751 | +23% |
|
|
SA
29
Sanctuary Advisors
Indianapolis,
Indiana
| $333K | +$339K | +13,472 | New |
|
|
OSNBOA
30
Old Second National Bank of Aurora
Aurora,
Illinois
| $252K | +$120K | +4,786 | +89% |
|
|
TW
31
Towerpoint Wealth
Sacramento,
California
| $217K | – | – | – |
|
|
SPIA
32
Steward Partners Investment Advisory
New York
| $63.7K | +$64.9K | +2,582 | New |
|
33
Royal Bank of Canada
Toronto,
Ontario, Canada
| $29K | +$29.1K | +1,157 | New |
|
|
WWP
34
WR Wealth Planners
Columbia,
Missouri
| $4.89K | +$4.98K | +198 | New |
|
|
PMFA
35
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$315K | -12,227 | Closed |
|
36
UBS Group
Zurich,
Switzerland
| – | -$2.09K | -81 | Closed |
|
FTRB Hedge Fund Activity: Q4 2024 in Review
34 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes Total Return Bond ETF (FTRB) for Q4 2024, worth a combined $189M — up 3.5% from $182M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FTRB positions and 2 closed out — a net gain of 8 holders — while 14 added to existing stakes and 5 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $12M. The largest seller was Cetera Investment Advisers, cutting an estimated $50M.
- 34 institutional investors held Federated Hermes Total Return Bond ETF (FTRB) as of Q4 2024, up from 26 in Q3 2024.
- Funds reported $189M of Federated Hermes Total Return Bond ETF stock for Q4 2024, up 3.5% quarter-over-quarter.
- 10 funds opened new Federated Hermes Total Return Bond ETF positions in Q4 2024 and 2 closed out, a net change of +8 holders.
- The largest Federated Hermes Total Return Bond ETF buyer in Q4 2024 was Osaic Holdings, an estimated $12M added.
- The largest Federated Hermes Total Return Bond ETF seller in Q4 2024 was Cetera Investment Advisers, an estimated $50M sold.
Based on aggregated 13F filings for Q4 2024.