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Federated Hermes Total Return Bond ETF

47 hedge funds and large institutions have $308M invested in Federated Hermes Total Return Bond ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

140% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 10

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

24% more funds holding

Funds holding: 3847 (+9)

22% more capital invested

Capital invested by funds: $252M → $308M (+$56.2M)

11.5% more ownership

Funds ownership: 75.1%86.6% (+11%)

Holders
47
Holders Change
+9
Holders Change %
+23.68%
% of All Funds
0.57%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
11
Increased
24
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WB
26
WesBanco Bank
West Virginia
$1.19M +$270K +10,557 +29%
PFG
27
Prosperity Financial Group
California
$924K -$62.8K -2,461 -6%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$810K -$524K -20,506 -39%
Truist Financial
29
Truist Financial
North Carolina
$791K -$761K -29,808 -49%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$787K +$110K +4,320 +16%
APW
31
Aurora Private Wealth
New Jersey
$562K +$565K +22,144 New
TPWA
32
Twin Peaks Wealth Advisors
California
$541K -$68K -2,663 -11%
FCFC
33
First Citizens Financial Corp
Iowa
$494K +$497K +19,467 New
Citadel Advisors
34
Citadel Advisors
Florida
$470K -$2.14M -83,672 -82%
CA
35
Claro Advisors
Massachusetts
$457K
LPL Financial
36
LPL Financial
California
$428K -$21.1K -825 -5%
HH
37
Hilltop Holdings
Texas
$406K -$59.4K -2,325 -13%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$390K -$1.87M -73,222 -83%
OSNBOA
39
Old Second National Bank of Aurora
Illinois
$327K +$4.44K +174 +1%
TW
40
Towerpoint Wealth
California
$306K +$58.1K +2,274 +23%
FAL
41
Focused Alpha LLC
Colorado
$256K +$258K +10,092 New
ITG
42
Index Technologies Group
New York
$229K +$230K +9,000 New
Bank of America
43
Bank of America
North Carolina
$228K +$229K +8,989 New
AW
44
Atlas Wealth
Ohio
$202K +$203K +7,953 New
M
45
MOTCO
Texas
$96.7K +$19.7K +770 +25%
SPIA
46
Steward Partners Investment Advisory
New York
$91.6K
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$28K +$3.14K +123 +13%
IWC
48
Integrated Wealth Concepts
Massachusetts
-$4.3M -169,396 Closed
ASN
49
Advisory Services Network
Georgia
-$15.2K -600 Closed

FTRB Hedge Fund Activity: Q4 2025 in Review

47 of the 8,227 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes Total Return Bond ETF (FTRB) for Q4 2025, worth a combined $308M — up 22% from $252M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FTRB positions and 2 closed out — a net gain of 9 holders — while 24 added to existing stakes and 10 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $7.46M. The largest seller was Osaic Holdings, cutting an estimated $7.47M.

  • 47 institutional investors held Federated Hermes Total Return Bond ETF (FTRB) as of Q4 2025, up from 38 in Q3 2025.
  • Funds reported $308M of Federated Hermes Total Return Bond ETF stock for Q4 2025, up 22% quarter-over-quarter.
  • 11 funds opened new Federated Hermes Total Return Bond ETF positions in Q4 2025 and 2 closed out, a net change of +9 holders.
  • The largest Federated Hermes Total Return Bond ETF buyer in Q4 2025 was Bank of New York Mellon, an estimated $7.46M added.
  • The largest Federated Hermes Total Return Bond ETF seller in Q4 2025 was Osaic Holdings, an estimated $7.47M sold.

Based on aggregated 13F filings for Q4 2025.