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Federated Hermes Total Return Bond ETF

47 hedge funds and large institutions have $308M invested in Federated Hermes Total Return Bond ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

140% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 10

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

24% more funds holding

Funds holding: 3847 (+9)

22% more capital invested

Capital invested by funds: $252M → $308M (+$56.2M)

11.5% more ownership

Funds ownership: 75.1%86.6% (+11%)

Holders
47
Holders Change
+9
Holders Change %
+23.68%
% of All Funds
0.57%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
11
Increased
24
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HBT
1
Hills Bank & Trust
Iowa
$67M +$2.74M +107,391 +4%
Raymond James Financial
2
Raymond James Financial
Florida
$27.5M +$1.61M +62,963 +6%
BWS
3
Broadway Wealth Solutions
Texas
$26.3M +$1.52M +59,699 +6%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$25.1M +$1.81M +70,999 +8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.9M +$5.18M +202,747 +33%
WI
6
Wealth Intelligence
Georgia
$16.8M +$16.9M +661,005 New
WAG
7
Wilkerson Advisory Group
Missouri
$14.1M +$14.2M +556,482 New
MML Investors Services
8
MML Investors Services
Massachusetts
$13.9M +$1.45M +56,967 +12%
PTP
9
Platform Technology Partners
New York
$11.6M +$3.48M +136,487 +43%
SDWMA
10
Schneider Downs Wealth Management Advisors
Pennsylvania
$11.6M +$873K +34,182 +8%
Osaic Holdings
11
Osaic Holdings
Arizona
$10.7M -$7.47M -292,438 -41%
AFG
12
Allegheny Financial Group
Pennsylvania
$8.51M +$2.08M +81,658 +32%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$7.42M +$7.46M +292,139 New
RWB
14
RMR Wealth Builders
New Jersey
$5.28M +$763K +29,900 +17%
CIS
15
Custom Index Systems
New York
$5.11M +$25.5K +1,000 +0.5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.69M +$206K +8,083 +5%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$3.81M +$2.73M +107,089 +250%
SEP
18
Signature Equity Partners
Ohio
$3.63M +$3.65M +143,114 New
BFA
19
Beaumont Financial Advisors
Massachusetts
$2.39M -$14.7K -577 -0.6%
P
20
&Partners
Tennessee
$2.27M +$284K +11,109 +14%
Stifel Financial
21
Stifel Financial
Missouri
$2.16M +$456K +17,857 +27%
Jane Street
22
Jane Street
New York
$1.91M +$1.49M +58,363 +342%
KPWS
23
Kestra Private Wealth Services
Texas
$1.88M +$456K +17,849 +32%
CWGL
24
Cedrus Wealth Group LLC
Minnesota
$1.78M +$1.79M +70,141 New
RSA
25
River Street Advisors
Illinois
$1.53M +$144K +5,626 +10%

FTRB Hedge Fund Activity: Q4 2025 in Review

47 of the 8,227 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes Total Return Bond ETF (FTRB) for Q4 2025, worth a combined $308M — up 22% from $252M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FTRB positions and 2 closed out — a net gain of 9 holders — while 24 added to existing stakes and 10 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $7.46M. The largest seller was Osaic Holdings, cutting an estimated $7.47M.

  • 47 institutional investors held Federated Hermes Total Return Bond ETF (FTRB) as of Q4 2025, up from 38 in Q3 2025.
  • Funds reported $308M of Federated Hermes Total Return Bond ETF stock for Q4 2025, up 22% quarter-over-quarter.
  • 11 funds opened new Federated Hermes Total Return Bond ETF positions in Q4 2025 and 2 closed out, a net change of +9 holders.
  • The largest Federated Hermes Total Return Bond ETF buyer in Q4 2025 was Bank of New York Mellon, an estimated $7.46M added.
  • The largest Federated Hermes Total Return Bond ETF seller in Q4 2025 was Osaic Holdings, an estimated $7.47M sold.

Based on aggregated 13F filings for Q4 2025.