Federated Hermes Total Return Bond ETF
FTRB
38 hedge funds and large institutions have $252M invested in Federated Hermes Total Return Bond ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 4 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 8
2% more capital invested
Capital invested by funds: $248M → $252M (+$4.08M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.75% less ownership
Funds ownership: 75.85% → 75.1% (-0.75%)
10% less funds holding
Funds holding: 42 → 38 (-4)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$23.2M |
| 2 |
HBT
Hills Bank & Trust
North Liberty,
Iowa
|
+$5.62M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$3.23M |
| 4 |
BWS
Broadway Wealth Solutions
San Antonio,
Texas
|
+$2.03M |
| 5 |
P
&Partners
Nashville,
Tennessee
|
+$1.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$27.6M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$7.01M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$2.67M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.59M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.13M |
FTRB Hedge Fund Activity: Q3 2025 in Review
38 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes Total Return Bond ETF (FTRB) for Q3 2025, worth a combined $252M — up 1.6% from $248M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of FTRB and 3 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 20 added.
The largest buyer was Retirement Planning Group (Kansas), opening a new position worth an estimated $23.2M. The largest seller was Cetera Investment Advisers, cutting an estimated $27.6M.
- 38 institutional investors held Federated Hermes Total Return Bond ETF (FTRB) as of Q3 2025, down from 42 in Q2 2025.
- Funds reported $252M of Federated Hermes Total Return Bond ETF stock for Q3 2025, up 1.6% quarter-over-quarter.
- 3 funds opened new Federated Hermes Total Return Bond ETF positions in Q3 2025 and 4 closed out, a net change of -1 holder.
- The largest Federated Hermes Total Return Bond ETF buyer in Q3 2025 was Retirement Planning Group (Kansas), an estimated $23.2M added.
- The largest Federated Hermes Total Return Bond ETF seller in Q3 2025 was Cetera Investment Advisers, an estimated $27.6M sold.
Based on aggregated 13F filings for Q3 2025.