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Federated Hermes Total Return Bond ETF

34 hedge funds and large institutions have $189M invested in Federated Hermes Total Return Bond ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
34
Holders Change
+8
Holders Change %
+30.77%
% of All Funds
0.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
10
Increased
14
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HBT
1
Hills Bank & Trust
Iowa
$44.7M 1,809,731 +295,676 +20%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$42.9M 1,739,745 -1,990,469 -53%
Osaic Holdings
3
Osaic Holdings
Arizona
$18.7M 756,548 +478,026 +172%
BWS
4
Broadway Wealth Solutions
Texas
$18.6M 754,343 +754,343 New
SDWMA
5
Schneider Downs Wealth Management Advisors
Pennsylvania
$11M 444,682 +231,757 +109%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$10.4M 422,831 +422,831 New
MML Investors Services
7
MML Investors Services
Massachusetts
$10.4M 419,611 +419,611 New
PTP
8
Platform Technology Partners
New York
$4.83M 195,687 +49,343 +34%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4.71M 190,996 +12,061 +7%
IWC
10
Integrated Wealth Concepts
Massachusetts
$3.76M 152,407 -153,537 -50%
CIS
11
Custom Index Systems
New York
$3.06M 123,961
RWB
12
RMR Wealth Builders
New Jersey
$2.76M 111,964 +49,422 +79%
BFA
13
Beaumont Financial Advisors
Massachusetts
$1.94M 78,750 +16,227 +26%
KPWS
14
Kestra Private Wealth Services
Texas
$1.09M 44,168 +44,168 New
RSA
15
River Street Advisors
Illinois
$1.05M 42,368 +3,595 +9%
AAS
16
Avantax Advisory Services
Texas
$967K 39,174 +785 +2%
PFG
17
Prosperity Financial Group
California
$762K 30,874 +30,874 New
APW
18
Aurora Private Wealth
New Jersey
$756K 30,621 -3,393 -10%
WPW
19
Waldron Private Wealth
Pennsylvania
$698K 28,085
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$691K 27,987 +27,987 New
TPWA
21
Twin Peaks Wealth Advisors
California
$657K 26,618 +15,243 +134%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$632K 25,614 +3,128 +14%
Stifel Financial
23
Stifel Financial
Missouri
$538K 21,804 -51,150 -70%
HH
24
Hilltop Holdings
Texas
$452K 18,325
CA
25
Claro Advisors
Massachusetts
$444K 18,000