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Federated Hermes Total Return Bond ETF

42 hedge funds and large institutions have $250M 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 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.56%
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
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HBT
1
Hills Bank & Trust
Iowa
$57.9M +$8.62M +343,359 +17%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$29.7M -$2.93M -116,926 -9%
BWS
3
Broadway Wealth Solutions
Texas
$22.5M +$1.53M +60,787 +7%
Raymond James Financial
4
Raymond James Financial
Florida
$22.4M +$21M +835,066 +1,494%
Osaic Holdings
5
Osaic Holdings
Arizona
$19.6M -$988K -40,005 -5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$16.7M +$237K +9,456 +1%
MML Investors Services
7
MML Investors Services
Massachusetts
$12.4M -$3.58M -142,463 -22%
SDWMA
8
Schneider Downs Wealth Management Advisors
Pennsylvania
$10.2M -$1.27M -50,685 -11%
Stifel Financial
9
Stifel Financial
Missouri
$8.66M +$301K +11,982 +4%
PTP
10
Platform Technology Partners
New York
$6.96M +$884K +35,202 +15%
CIS
11
Custom Index Systems
New York
$4.8M +$658K +26,200 +16%
AFG
12
Allegheny Financial Group
Pennsylvania
$4.44M +$3.45M +137,550 +350%
Truist Financial
13
Truist Financial
North Carolina
$4.18M +$4.18M +166,681 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.04M +$3.33M +132,682 +472%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.89M -$740K -29,494 -16%
IWC
16
Integrated Wealth Concepts
Massachusetts
$3.75M -$193K -7,700 -5%
RWB
17
RMR Wealth Builders
New Jersey
$3.61M +$558K +22,126 +18%
BFA
18
Beaumont Financial Advisors
Massachusetts
$2.39M +$460K +18,323 +24%
Citadel Advisors
19
Citadel Advisors
Florida
$1.53M +$1.02M +40,557 +199%
KPWS
20
Kestra Private Wealth Services
Texas
$1.33M -$23.5K -935 -2%
RSA
21
River Street Advisors
Illinois
$1.31M +$202K +8,066 +18%
AAS
22
Avantax Advisory Services
Texas
$995K -$33.7K -1,342 -3%
PFG
23
Prosperity Financial Group
California
$787K +$51.3K +2,043 +7%
Jane Street
24
Jane Street
New York
$693K -$944K -37,625 -58%
APW
25
Aurora Private Wealth
New Jersey
$645K -$36.6K -1,457 -5%