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Federated Hermes Total Return Bond ETF
FTRB

18 hedge funds and large institutions have $76.6M invested in Federated Hermes Total Return Bond ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 1

116% more capital invested

Capital invested by funds: $35.5M → $76.6M (+$41.2M)

64% more funds holding

Funds holding: 11 → 18 (+7)

13.58% less ownership

Funds ownership: 93.69% → 80.11% (-14%)

Holders
18
Holders Change
+7
Holders Change %
+63.64%
% of All Funds
0.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
9
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HBT
Hills Bank & Trust
Iowa
+$36.3M
2
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
+$4.77M
3
Osaic Holdings
Osaic Holdings
Arizona
+$4.15M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$2.68M
5
Stifel Financial
Stifel Financial
Missouri
+$1.79M

Top Sellers

Rank Fund Capital Flow
1
Federated Hermes
Federated Hermes
Pennsylvania
-$8.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
1
Hills Bank & Trust
Iowa
$36.5M +$36.3M +1,473,945 New
IWC
2
Integrated Wealth Concepts
Massachusetts
$7.67M +$2.68M +108,958 +54%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$6.68M +$592K +24,026 +10%
SDWMA
4
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.97M +$4.77M +193,819 +413%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.73M +$4.15M +168,643 +764%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$4.24M +$373K +15,169 +10%
PTP
7
Platform Technology Partners
New York
$2.37M +$2.36M +95,703 New
Federated Hermes
8
Federated Hermes
Pennsylvania
$2.09M -$8.81M -358,000 -81%
Stifel Financial
9
Stifel Financial
Missouri
$1.8M +$1.79M +72,567 New
BFA
10
Beaumont Financial Advisors
Massachusetts
$1.62M +$1.61M +65,467 New
RSA
11
River Street Advisors
Illinois
$809K +$63.3K +2,572 +9%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$446K +$84.2K +3,419 +23%
Citadel Advisors
13
Citadel Advisors
Florida
$431K +$428K +17,377 New
CA
14
Claro Advisors
Massachusetts
$421K +$419K +17,000 New
FWP
15
Firethorn Wealth Partners
Georgia
$406K +$10.8K +440 +3%
TPWA
16
Twin Peaks Wealth Advisors
California
$267K +$265K +10,766 New
OSNBOA
17
Old Second National Bank of Aurora
Illinois
$129K +$33K +1,340 +35%
UBS Group
18
UBS Group
Switzerland
$13.8K +$13.7K +555 New

FTRB Hedge Fund Activity: Q2 2024 in Review

18 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes Total Return Bond ETF (FTRB) for Q2 2024, worth a combined $76.6M — up 116% from $35.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FTRB positions and 0 closed out — a net gain of 8 holders — while 9 added to existing stakes and 1 trimmed.

The largest buyer was Hills Bank & Trust, opening a new position worth an estimated $36.3M. The largest seller was Federated Hermes, cutting an estimated $8.81M.

  • 18 institutional investors held Federated Hermes Total Return Bond ETF (FTRB) as of Q2 2024, up from 11 in Q1 2024.
  • Funds reported $76.6M of Federated Hermes Total Return Bond ETF stock for Q2 2024, up 116% quarter-over-quarter.
  • 8 funds opened new Federated Hermes Total Return Bond ETF positions in Q2 2024 and 0 closed out, a net change of +8 holders.
  • The largest Federated Hermes Total Return Bond ETF buyer in Q2 2024 was Hills Bank & Trust, an estimated $36.3M added.
  • The largest Federated Hermes Total Return Bond ETF seller in Q2 2024 was Federated Hermes, an estimated $8.81M sold.

Based on aggregated 13F filings for Q2 2024.