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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
TPWA
26
Twin Peaks Wealth Advisors
California
$603K -$41.2K -1,638 -6%
FWP
27
Firethorn Wealth Partners
Georgia
$534K +$73.9K +2,943 +16%
WB
28
WesBanco Bank
West Virginia
$528K +$156K +6,226 +42%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$482K +$482K +19,222 New
HH
30
Hilltop Holdings
Texas
$460K
CA
31
Claro Advisors
Massachusetts
$452K
LPL Financial
32
LPL Financial
California
$395K +$395K +15,725 New
OSNBOA
33
Old Second National Bank of Aurora
Illinois
$315K +$14.6K +581 +5%
TW
34
Towerpoint Wealth
California
$245K +$24.1K +961 +11%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$205K +$205K +8,209 New
SFA
36
Semmax Financial Advisors
North Carolina
$123K +$123K +4,889 New
SPIA
37
Steward Partners Investment Advisory
New York
$90.6K +$25.3K +1,007 +39%
M
38
MOTCO
Texas
$76K +$57.9K +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 +$16.7K +667 New
UBS Group
42
UBS Group
Switzerland
$226 -$1.56K -62 -87%
ACP
43
Arcus Capital Partners
Georgia
-$1.22M -48,679 Closed
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
-$751K -29,995 Closed
WPW
45
Waldron Private Wealth
Pennsylvania
-$706K -28,085 Closed
GSWM
46
Golden State Wealth Management
California
-$34.4K -1,374 Closed