Federated Hermes Total Return Bond ETF
FTRB
40 hedge funds and large institutions have $216M invested in Federated Hermes Total Return Bond ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
150% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 8
18% more funds holding
Funds holding: 34 → 40 (+6)
14% more capital invested
Capital invested by funds: $189M → $216M (+$27M)
13.2% more ownership
Funds ownership: 70.35% → 83.55% (+13%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$7.74M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.77M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$5.39M |
| 4 |
HBT
Hills Bank & Trust
North Liberty,
Iowa
|
+$3.85M |
| 5 |
BWS
Broadway Wealth Solutions
San Antonio,
Texas
|
+$2.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$10.9M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$632K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$164K |
| 4 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$107K |
| 5 |
APW
Aurora Private Wealth
Rockaway,
New Jersey
|
-$86K |
FTRB Hedge Fund Activity: Q1 2025 in Review
40 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes Total Return Bond ETF (FTRB) for Q1 2025, worth a combined $216M — up 14% from $189M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FTRB positions and 1 closed out — a net gain of 7 holders — while 20 added to existing stakes and 8 trimmed.
The largest buyer was Stifel Financial, adding an estimated $7.74M. The largest seller was Cetera Investment Advisers, cutting an estimated $10.9M.
- 40 institutional investors held Federated Hermes Total Return Bond ETF (FTRB) as of Q1 2025, up from 34 in Q4 2024.
- Funds reported $216M of Federated Hermes Total Return Bond ETF stock for Q1 2025, up 14% quarter-over-quarter.
- 8 funds opened new Federated Hermes Total Return Bond ETF positions in Q1 2025 and 1 closed out, a net change of +7 holders.
- The largest Federated Hermes Total Return Bond ETF buyer in Q1 2025 was Stifel Financial, an estimated $7.74M added.
- The largest Federated Hermes Total Return Bond ETF seller in Q1 2025 was Cetera Investment Advisers, an estimated $10.9M sold.
Based on aggregated 13F filings for Q1 2025.