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Federated Hermes Total Return Bond ETF

51 hedge funds and large institutions have $426M invested in Federated Hermes Total Return Bond ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 10

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

38% more capital invested

Capital invested by funds: $308M → $426M (+$118M)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

9% more funds holding

Funds holding: 4751 (+4)

4.51% more ownership

Funds ownership: 86.6%91.12% (+4.5%)

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
0.63%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.11%
New
9
Increased
26
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HBT
1
Hills Bank & Trust
Iowa
$71.5M +$5.2M +204,550 +8%
Truist Financial
2
Truist Financial
North Carolina
$64.2M +$64.1M +2,523,563 +8,105%
BEI
3
Benjamin Edwards Inc
Missouri
$36.7M +$37.1M +1,460,733 New
Raymond James Financial
4
Raymond James Financial
Florida
$32.2M +$5.03M +198,006 +18%
BWS
5
Broadway Wealth Solutions
Texas
$28M +$2.01M +78,944 +8%
RPGK
6
Retirement Planning Group (Kansas)
Kansas
$21.5M -$3.46M -136,131 -14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$20.3M -$401K -15,785 -2%
WAG
8
Wilkerson Advisory Group
Missouri
$14.9M +$960K +37,775 +7%
SDWMA
9
Schneider Downs Wealth Management Advisors
Pennsylvania
$13.1M +$1.64M +64,583 +14%
GF
10
GTS Financial
Minnesota
$12.5M +$12.7M +500,936 New
PTP
11
Platform Technology Partners
New York
$12.1M +$623K +24,524 +5%
Osaic Holdings
12
Osaic Holdings
Arizona
$11.6M +$1.04M +40,879 +10%
MML Investors Services
13
MML Investors Services
Massachusetts
$11.1M -$2.72M -107,082 -20%
AFG
14
Allegheny Financial Group
Pennsylvania
$9.18M +$756K +29,776 +9%
FAL
15
Focused Alpha LLC
Colorado
$7.97M +$7.79M +306,840 +3,040%
BFA
16
Beaumont Financial Advisors
Massachusetts
$6.9M +$4.57M +180,035 +191%
RWB
17
RMR Wealth Builders
New Jersey
$5.94M +$700K +27,558 +13%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$5.89M +$2.13M +83,934 +56%
IWC
19
Integrated Wealth Concepts
Massachusetts
$5.33M +$5.38M +211,798 New
CIS
20
Custom Index Systems
New York
$5.25M +$197K +7,750 +4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$4.62M -$26.1K -1,029 -0.6%
SEP
22
Signature Equity Partners
Ohio
$4.43M +$839K +33,016 +23%
P
23
&Partners
Tennessee
$2.53M +$289K +11,386 +13%
Stifel Financial
24
Stifel Financial
Missouri
$2.36M +$222K +8,748 +10%
KPWS
25
Kestra Private Wealth Services
Texas
$1.99M +$133K +5,237 +7%

FTRB Hedge Fund Activity: Q1 2026 in Review

51 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes Total Return Bond ETF (FTRB) for Q1 2026, worth a combined $426M — up 38% from $308M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FTRB positions and 5 closed out — a net gain of 4 holders — while 26 added to existing stakes and 10 trimmed.

The largest buyer was Truist Financial, adding an estimated $64.1M. The largest seller was Wealth Intelligence, exiting entirely with an estimated $16.8M sold.

  • 51 institutional investors held Federated Hermes Total Return Bond ETF (FTRB) as of Q1 2026, up from 47 in Q4 2025.
  • Funds reported $426M of Federated Hermes Total Return Bond ETF stock for Q1 2026, up 38% quarter-over-quarter.
  • 9 funds opened new Federated Hermes Total Return Bond ETF positions in Q1 2026 and 5 closed out, a net change of +4 holders.
  • The largest Federated Hermes Total Return Bond ETF buyer in Q1 2026 was Truist Financial, an estimated $64.1M added.
  • The largest Federated Hermes Total Return Bond ETF seller in Q1 2026 was Wealth Intelligence, an estimated $16.8M sold.

Based on aggregated 13F filings for Q1 2026.