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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.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HBT
1
Hills Bank & Trust
Iowa
$49.2M
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$32.6M
BWS
3
Broadway Wealth Solutions
Texas
$20.9M
Osaic Holdings
4
Osaic Holdings
Arizona
$20.9M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.4M
MML Investors Services
6
MML Investors Services
Massachusetts
$15.9M
SDWMA
7
Schneider Downs Wealth Management Advisors
Pennsylvania
$11.5M
Stifel Financial
8
Stifel Financial
Missouri
$8.34M
PTP
9
Platform Technology Partners
New York
$6.06M
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$4.62M
CIS
11
Custom Index Systems
New York
$4.13M
IWC
12
Integrated Wealth Concepts
Massachusetts
$3.94M
RWB
13
RMR Wealth Builders
New Jersey
$3.04M
BFA
14
Beaumont Financial Advisors
Massachusetts
$1.93M
Jane Street
15
Jane Street
New York
$1.63M
Raymond James Financial
16
Raymond James Financial
Florida
$1.4M
KPWS
17
Kestra Private Wealth Services
Texas
$1.35M
ACP
18
Arcus Capital Partners
Georgia
$1.22M
RSA
19
River Street Advisors
Illinois
$1.1M
AAS
20
Avantax Advisory Services
Texas
$1.03M
AFG
21
Allegheny Financial Group
Pennsylvania
$984K
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$751K
PFG
23
Prosperity Financial Group
California
$734K
WPW
24
Waldron Private Wealth
Pennsylvania
$706K
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$703K