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Federated Hermes Total Return Bond ETF
FTRB

Overview Fund Activity

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.

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

1
HBT
1
Hills Bank & Trust
Iowa
$36.5M
2
SDWMA
2
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.97M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.73M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$7.67M
5
PTP
5
Platform Technology Partners
New York
$2.37M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$2.09M
Name Market Value Shares Shares
Change 		Shares
Change %
HBT
1
Hills Bank & Trust
Iowa
$36.5M 1,473,945 +1,473,945 New
IWC
2
Integrated Wealth Concepts
Massachusetts
$7.67M 309,380 +108,958 +54%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$6.68M 269,609 +24,026 +10%
SDWMA
4
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.97M 240,796 +193,819 +413%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.73M 190,731 +168,643 +764%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$4.24M 171,117 +15,169 +10%
PTP
7
Platform Technology Partners
New York
$2.37M 95,703 +95,703 New
Federated Hermes
8
Federated Hermes
Pennsylvania
$2.09M 85,000 -358,000 -81%
Stifel Financial
9
Stifel Financial
Missouri
$1.8M 72,567 +72,567 New
BFA
10
Beaumont Financial Advisors
Massachusetts
$1.62M 65,467 +65,467 New
RSA
11
River Street Advisors
Illinois
$809K 32,651 +2,572 +9%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$446K 18,008 +3,419 +23%
Citadel Advisors
13
Citadel Advisors
Florida
$431K 17,377 +17,377 New
CA
14
Claro Advisors
Massachusetts
$421K 17,000 +17,000 New
FWP
15
Firethorn Wealth Partners
Georgia
$406K 16,401 +440 +3%
TPWA
16
Twin Peaks Wealth Advisors
California
$267K 10,766 +10,766 New
OSNBOA
17
Old Second National Bank of Aurora
Illinois
$129K 5,193 +1,340 +35%
UBS Group
18
UBS Group
Switzerland
$13.8K 555 +555 New
CFGS
19
Concourse Financial Group Securities
Alabama
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