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Federated Hermes Total Return Bond ETF

39 hedge funds and large institutions have $215M 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, 7 reducing their positions, and 1 closing their positions.

Holders
39
Holders Change
+5
Holders Change %
+14.71%
% of All Funds
0.53%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
20
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HBT
1
Hills Bank & Trust
Iowa
$49.2M 1,964,479 +154,748 +9%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$32.6M 1,301,180 -438,565 -25%
BWS
3
Broadway Wealth Solutions
Texas
$20.9M 835,530 +81,187 +11%
Osaic Holdings
4
Osaic Holdings
Arizona
$20.9M 833,087 +76,539 +10%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.4M 655,050 +232,219 +55%
MML Investors Services
6
MML Investors Services
Massachusetts
$15.9M 636,429 +216,818 +52%
SDWMA
7
Schneider Downs Wealth Management Advisors
Pennsylvania
$11.5M 458,847 +14,165 +3%
Stifel Financial
8
Stifel Financial
Missouri
$8.34M 333,071 +311,267 +1,428%
PTP
9
Platform Technology Partners
New York
$6.06M 241,890 +46,203 +24%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$4.62M 184,404 -6,592 -3%
CIS
11
Custom Index Systems
New York
$4.13M 164,961 +41,000 +33%
IWC
12
Integrated Wealth Concepts
Massachusetts
$3.94M 157,227 +4,820 +3%
RWB
13
RMR Wealth Builders
New Jersey
$3.04M 121,108 +9,144 +8%
BFA
14
Beaumont Financial Advisors
Massachusetts
$1.93M 76,924 -1,826 -2%
Jane Street
15
Jane Street
New York
$1.63M 65,221 +47,962 +278%
Raymond James Financial
16
Raymond James Financial
Florida
$1.4M 55,911 +55,911 New
KPWS
17
Kestra Private Wealth Services
Texas
$1.35M 53,779 +9,611 +22%
ACP
18
Arcus Capital Partners
Georgia
$1.22M 48,679 +48,679 New
RSA
19
River Street Advisors
Illinois
$1.1M 44,055 +1,687 +4%
AAS
20
Avantax Advisory Services
Texas
$1.03M 41,001 +1,827 +5%
AFG
21
Allegheny Financial Group
Pennsylvania
$984K 39,283 +39,283 New
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$751K 29,995 +29,995 New
PFG
23
Prosperity Financial Group
California
$734K 29,303 -1,571 -5%
WPW
24
Waldron Private Wealth
Pennsylvania
$706K 28,085
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$703K 28,081 +94 +0.3%