Fed Hermes TTL RTRN BNDFTRBETF
13F holders, Q4 2024 (December 31)34holders +8
9new positions
2sold out
1famous investor
$24.68avg. 13F price*
At the end of Q4 2024, 34 institutions reported holding Fed Hermes TTL RTRN BND (FTRB) in their 13F filings, up 8 from Q3 2024. 9 opened new positions and 2 sold out. The largest holders were Hills Bank & Trust Co ($44.7M), Cetera Investment Advisers ($42.9M) and Osaic Holdings, Inc. ($18.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fed Hermes TTL RTRN BND
- Filed as
- FEDERATED HERMES ETF TRUST (Q4 2024)
- CUSIP
- 31423L404
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $23.8M |
| Exits | 2 | $318K |
All 13F filers, Q3 2024 → Q4 2024: 2,125,739 shares bought and 2,302,294 shares sold, net −176,555 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| Hills Bank & Trust Co | 3.36% | Add +19.5% | 1,809,731 | $44.7M |
| Cetera Investment Advisers | 0.09% | Reduce -53.4% | 1,739,745 | $42.9M |
| Osaic Holdings, Inc. | 0.04% | Add +171.6% | 756,548 | $18.7M |
| Broadway Wealth Solutions, Inc. | 14.12% | — | 754,343 | $18.6M |
| Schneider Downs Wealth Management Advisors, LP | 2.06% | Add +108.8% | 444,682 | $11.0M |
| Envestnet Asset Management Inc. | 0.00% | New | 422,831 | $10.4M |
| MML Investors Services, LLC | 0.04% | New | 419,611 | $10.4M |
| Platform Technology Partners | 1.46% | Add +33.7% | 195,687 | $4.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +6.7% | 190,996 | $4.7M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -50.2% | 152,407 | $3.8M |
| Quantum Portfolio Management LLC | 1.64% | No change | 123,961 | $3.1M |
| RMR Wealth Builders | 0.29% | Add +79.0% | 111,964 | $2.8M |
| Beaumont Financial Advisors, LLC | 0.15% | Add +25.9% | 78,750 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.02% | New | 44,168 | $1.1M |
| River Street Advisors LLC | 0.53% | Add +9.3% | 42,368 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +2.0% | 39,174 | $967K |
| Prosperity Financial Group, Inc. | 0.38% | New | 30,874 | $762K |
| Aurora Private Wealth, Inc. | 0.57% | Reduce -10.0% | 30,621 | $756K |
| Waldron Private Wealth LLC | 0.03% | No change | 28,085 | $698K |
| Commonwealth Equity Services, LLC | 0.00% | New | 27,987 | $691K |
| Twin Peaks Wealth Advisors, LLC | 0.28% | Add +134.0% | 26,618 | $657K |
| Janney Montgomery Scott LLC | 0.00% | Add +13.9% | 25,614 | $632K |
| Stifel Financial Corp. | 0.00% | Reduce -70.1% | 21,804 | $538K |
| Hilltop Holdings Inc. | 0.03% | No change | 18,325 | $452K |
| Claro Advisors Inc. | 0.06% | No change | 18,000 | $444K |
| Jane Street Group, LLC | 0.00% | Reduce -84.1% | 17,259 | $426K |
| Firethorn Wealth Partners, LLC | 0.21% | Add +0.3% | 17,000 | $420K |
| Citadel Advisors | 0.00% | Add +23.1% | 14,649 | $362K |
| Sanctuary Advisors, LLC | 0.00% | New | 13,472 | $333K |
| Old Second National Bank of Aurora | 0.06% | Add +88.5% | 10,193 | $252K |
| Towerpoint Wealth, LLC | 0.11% | No change | 8,810 | $217K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 2,582 | $64K |
| Royal Bank of Canada | 0.00% | New | 1,157 | $29K |
| WR Wealth Planners, LLC | 0.00% | New | 198 | $5K |
"% of holder's portfolio" is FTRB's weight in each manager's 13F, not the share of Fed Hermes TTL RTRN BND the manager owns.