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Federated Hermes Total Return Bond ETF

42 hedge funds and large institutions have $248M invested in Federated Hermes Total Return Bond ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

15% more capital invested

Capital invested by funds: $216M → $248M (+$31.9M)

5% more funds holding

Funds holding: 4042 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7.7% less ownership

Funds ownership: 83.55%75.85% (-7.7%)

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.55%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
20
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HBT
1
Hills Bank & Trust
Iowa
$57.9M +$8.55M +343,359 +17%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$29.7M -$2.91M -116,926 -9%
BWS
3
Broadway Wealth Solutions
Texas
$22.5M +$1.51M +60,787 +7%
Raymond James Financial
4
Raymond James Financial
Florida
$22.4M +$20.8M +835,066 +1,494%
Osaic Holdings
5
Osaic Holdings
Arizona
$17.1M -$3.77M -151,475 -18%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$16.7M +$235K +9,456 +1%
MML Investors Services
7
MML Investors Services
Massachusetts
$12.4M -$3.55M -142,463 -22%
SDWMA
8
Schneider Downs Wealth Management Advisors
Pennsylvania
$10.2M -$1.26M -50,685 -11%
Stifel Financial
9
Stifel Financial
Missouri
$8.66M +$298K +11,982 +4%
PTP
10
Platform Technology Partners
New York
$6.96M +$876K +35,202 +15%
CIS
11
Custom Index Systems
New York
$4.8M +$652K +26,200 +16%
AFG
12
Allegheny Financial Group
Pennsylvania
$4.44M +$3.42M +137,550 +350%
Truist Financial
13
Truist Financial
North Carolina
$4.18M +$4.15M +166,681 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.04M +$3.3M +132,682 +472%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.89M -$734K -29,494 -16%
IWC
16
Integrated Wealth Concepts
Massachusetts
$3.75M -$192K -7,700 -5%
RWB
17
RMR Wealth Builders
New Jersey
$3.61M +$551K +22,126 +18%
BFA
18
Beaumont Financial Advisors
Massachusetts
$2.39M +$456K +18,323 +24%
Citadel Advisors
19
Citadel Advisors
Florida
$1.53M +$1.01M +40,557 +199%
KPWS
20
Kestra Private Wealth Services
Texas
$1.33M -$23.3K -935 -2%
RSA
21
River Street Advisors
Illinois
$1.31M +$201K +8,066 +18%
AAS
22
Avantax Advisory Services
Texas
$995K -$33.4K -1,342 -3%
PFG
23
Prosperity Financial Group
California
$787K +$50.9K +2,043 +7%
Jane Street
24
Jane Street
New York
$693K -$937K -37,625 -58%
APW
25
Aurora Private Wealth
New Jersey
$645K -$36.3K -1,457 -5%

FTRB Hedge Fund Activity: Q2 2025 in Review

42 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes Total Return Bond ETF (FTRB) for Q2 2025, worth a combined $248M — up 15% from $216M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FTRB positions and 5 closed out — a net gain of 2 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $20.8M. The largest seller was Osaic Holdings, cutting an estimated $3.77M.

  • 42 institutional investors held Federated Hermes Total Return Bond ETF (FTRB) as of Q2 2025, up from 40 in Q1 2025.
  • Funds reported $248M of Federated Hermes Total Return Bond ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 7 funds opened new Federated Hermes Total Return Bond ETF positions in Q2 2025 and 5 closed out, a net change of +2 holders.
  • The largest Federated Hermes Total Return Bond ETF buyer in Q2 2025 was Raymond James Financial, an estimated $20.8M added.
  • The largest Federated Hermes Total Return Bond ETF seller in Q2 2025 was Osaic Holdings, an estimated $3.77M sold.

Based on aggregated 13F filings for Q2 2025.