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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
Holders
47
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
$67M
Raymond James Financial
2
Raymond James Financial
Florida
$27.5M
BWS
3
Broadway Wealth Solutions
Texas
$26.3M
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$25.1M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.9M
WI
6
Wealth Intelligence
Georgia
$16.8M
WAG
7
Wilkerson Advisory Group
Missouri
$14.1M
MML Investors Services
8
MML Investors Services
Massachusetts
$13.9M
PTP
9
Platform Technology Partners
New York
$11.6M
SDWMA
10
Schneider Downs Wealth Management Advisors
Pennsylvania
$11.6M
Osaic Holdings
11
Osaic Holdings
Arizona
$10.7M
AFG
12
Allegheny Financial Group
Pennsylvania
$8.51M
Bank of New York Mellon
13
Bank of New York Mellon
New York
$7.42M
RWB
14
RMR Wealth Builders
New Jersey
$5.28M
CIS
15
Custom Index Systems
New York
$5.11M
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.69M
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$3.81M
SEP
18
Signature Equity Partners
Ohio
$3.63M
BFA
19
Beaumont Financial Advisors
Massachusetts
$2.39M
P
20
&Partners
Tennessee
$2.27M
Stifel Financial
21
Stifel Financial
Missouri
$2.16M
Jane Street
22
Jane Street
New York
$1.91M
KPWS
23
Kestra Private Wealth Services
Texas
$1.88M
CWGL
24
Cedrus Wealth Group LLC
Minnesota
$1.78M
RSA
25
River Street Advisors
Illinois
$1.53M