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Federated Hermes Total Return Bond ETF

42 hedge funds and large institutions have $248M 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 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

15% more capital invested

Capital invested by funds: $216M → $248M (+$31.9M)

5% more funds holding

Funds holding: 4042 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7.7% less ownership

Funds ownership: 83.55%75.85% (-7.7%)

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.55%
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
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
26
Twin Peaks Wealth Advisors
California
$603K -$40.8K -1,638 -6%
FWP
27
Firethorn Wealth Partners
Georgia
$534K +$73.3K +2,943 +16%
WB
28
WesBanco Bank
West Virginia
$528K +$155K +6,226 +42%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$482K +$478K +19,222 New
HH
30
Hilltop Holdings
Texas
$460K
CA
31
Claro Advisors
Massachusetts
$452K
LPL Financial
32
LPL Financial
California
$395K +$391K +15,725 New
OSNBOA
33
Old Second National Bank of Aurora
Illinois
$315K +$14.5K +581 +5%
TW
34
Towerpoint Wealth
California
$245K +$23.9K +961 +11%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$205K +$204K +8,209 New
SFA
36
Semmax Financial Advisors
North Carolina
$123K +$122K +4,889 New
SPIA
37
Steward Partners Investment Advisory
New York
$90.6K +$25.1K +1,007 +39%
M
38
MOTCO
Texas
$76K +$57.6K +2,315 +319%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$33K +$33K +1,324 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$24K
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$16.7K +$16.6K +667 New
UBS Group
42
UBS Group
Switzerland
$226 -$1.54K -62 -87%
ACP
43
Arcus Capital Partners
Georgia
-$1.22M -48,679 Closed
JP Morgan Chase
44
JP Morgan Chase
New York
-$751K -29,995 Closed
WPW
45
Waldron Private Wealth
Pennsylvania
-$706K -28,085 Closed
SA
46
Sanctuary Advisors
Indiana
-$230K -9,173 Closed
GSWM
47
Golden State Wealth Management
California
-$34.4K -1,374 Closed

FTRB Hedge Fund Activity: Q2 2025 in Review

42 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes Total Return Bond ETF (FTRB) for Q2 2025, worth a combined $248M — up 15% from $216M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FTRB positions and 5 closed out — a net gain of 2 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $20.8M. The largest seller was Osaic Holdings, cutting an estimated $3.77M.

  • 42 institutional investors held Federated Hermes Total Return Bond ETF (FTRB) as of Q2 2025, up from 40 in Q1 2025.
  • Funds reported $248M of Federated Hermes Total Return Bond ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 7 funds opened new Federated Hermes Total Return Bond ETF positions in Q2 2025 and 5 closed out, a net change of +2 holders.
  • The largest Federated Hermes Total Return Bond ETF buyer in Q2 2025 was Raymond James Financial, an estimated $20.8M added.
  • The largest Federated Hermes Total Return Bond ETF seller in Q2 2025 was Osaic Holdings, an estimated $3.77M sold.

Based on aggregated 13F filings for Q2 2025.