FTRB icon

Federated Hermes Total Return Bond ETF

26 hedge funds and large institutions have $182M invested in Federated Hermes Total Return Bond ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
26
Holders Change
+8
Holders Change %
+44.44%
% of All Funds
0.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
11
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$96.2M 3,730,214 +3,460,605 +1,284%
HBT
2
Hills Bank & Trust
Iowa
$39.1M 1,514,055 +40,110 +3%
IWC
3
Integrated Wealth Concepts
Massachusetts
$7.89M 305,944 -3,436 -1%
Osaic Holdings
4
Osaic Holdings
Arizona
$7.19M 278,522 +87,791 +46%
SDWMA
5
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.49M 212,925 -27,871 -12%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$4.62M 178,935 +7,818 +5%
PTP
7
Platform Technology Partners
New York
$3.78M 146,344 +50,641 +53%
CIS
8
Custom Index Systems
New York
$3.2M 123,961 +123,961 New
Jane Street
9
Jane Street
New York
$2.8M 108,696 +108,696 New
Stifel Financial
10
Stifel Financial
Missouri
$1.88M 72,954 +387 +0.5%
RWB
11
RMR Wealth Builders
New Jersey
$1.62M 62,542 +62,542 New
BFA
12
Beaumont Financial Advisors
Massachusetts
$1.61M 62,523 -2,944 -4%
RSA
13
River Street Advisors
Illinois
$1M 38,773 +6,122 +19%
AAS
14
Avantax Advisory Services
Texas
$990K 38,389 +38,389 New
APW
15
Aurora Private Wealth
New Jersey
$878K 34,014 +34,014 New
WPW
16
Waldron Private Wealth
Pennsylvania
$726K 28,085 +28,085 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$580K 22,486 +22,486 New
HH
18
Hilltop Holdings
Texas
$473K 18,325 +18,325 New
CA
19
Claro Advisors
Massachusetts
$464K 18,000 +1,000 +6%
FWP
20
Firethorn Wealth Partners
Georgia
$437K 16,941 +540 +3%
PMFA
21
Plante Moran Financial Advisors
Michigan
$315K 12,227 +12,227 New
Citadel Advisors
22
Citadel Advisors
Florida
$307K 11,898 -5,479 -32%
TPWA
23
Twin Peaks Wealth Advisors
California
$293K 11,375 +609 +6%
TW
24
Towerpoint Wealth
California
$227K 8,810 +8,810 New
OSNBOA
25
Old Second National Bank of Aurora
Illinois
$140K 5,407 +214 +4%