Fed Hermes TTL RTRN BNDFTRBETF
13F holders, Q1 2025 (March 31)40holders +6
8new positions
1sold out
1famous investor
$25.05avg. 13F price*
At the end of Q1 2025, 40 institutions reported holding Fed Hermes TTL RTRN BND (FTRB) in their 13F filings, up 6 from Q4 2024. 8 opened new positions and 1 sold out. The largest holders were Hills Bank & Trust Co ($49.2M), Cetera Investment Advisers ($32.6M) and Broadway Wealth Solutions, Inc. ($20.9M). 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 (Q1 2025)
- CUSIP
- 31423L404
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.8M |
| Exits | 1 | $632K |
All 13F filers, Q4 2024 → Q1 2025: 1,449,030 shares bought and 483,156 shares sold, net +965,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Hills Bank & Trust Co | 3.46% | Add +8.6% | 1,964,479 | $49.2M |
| Cetera Investment Advisers | 0.06% | Reduce -25.2% | 1,301,180 | $32.6M |
| Broadway Wealth Solutions, Inc. | 15.27% | Add +10.8% | 835,530 | $20.9M |
| Osaic Holdings, Inc. | 0.05% | Add +10.1% | 833,087 | $20.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +54.9% | 655,050 | $16.4M |
| MML Investors Services, LLC | 0.05% | Add +51.7% | 636,429 | $15.9M |
| Schneider Downs Wealth Management Advisors, LP | 2.08% | Add +3.2% | 458,847 | $11.5M |
| Stifel Financial Corp. | 0.01% | Add +1427.6% | 333,071 | $8.3M |
| Platform Technology Partners | 1.76% | Add +23.6% | 241,890 | $6.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -3.5% | 184,404 | $4.6M |
| Quantum Portfolio Management LLC | 2.10% | Add +33.1% | 164,961 | $4.1M |
| Integrated Wealth Concepts LLC | 0.05% | Add +3.2% | 157,227 | $3.9M |
| RMR Wealth Builders | 0.32% | Add +8.2% | 121,108 | $3.0M |
| Beaumont Financial Advisors, LLC | 0.15% | Reduce -2.3% | 76,924 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +277.9% | 65,221 | $1.6M |
| Raymond James Financial Inc. | 0.00% | New | 55,911 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +21.8% | 53,779 | $1.3M |
| Arcus Capital Partners, LLC | 0.49% | New | 48,679 | $1.2M |
| River Street Advisors LLC | 0.55% | Add +4.0% | 44,055 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +4.7% | 41,001 | $1.0M |
| Allegheny Financial Group | 0.25% | New | 39,283 | $984K |
| JPMorgan Chase & Co. | 0.00% | New | 29,995 | $751K |
| Prosperity Financial Group, Inc. | 0.37% | Reduce -5.1% | 29,303 | $734K |
| Waldron Private Wealth LLC | 0.03% | No change | 28,085 | $706K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.3% | 28,081 | $703K |
| Aurora Private Wealth, Inc. | 0.54% | Reduce -11.3% | 27,160 | $680K |
| Twin Peaks Wealth Advisors, LLC | 0.29% | Reduce -3.9% | 25,581 | $634K |
| Citadel Advisors | 0.00% | Add +39.3% | 20,409 | $511K |
| Firethorn Wealth Partners, LLC | 0.22% | Add +7.8% | 18,331 | $459K |
| Hilltop Holdings Inc. | 0.03% | No change | 18,325 | $459K |
| Claro Advisors Inc. | 0.06% | No change | 18,000 | $451K |
| Wesbanco Bank Inc. | 0.01% | New | 14,817 | $371K |
| Old Second National Bank of Aurora | 0.07% | Add +17.4% | 11,967 | $300K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -31.9% | 9,173 | $230K |
| Towerpoint Wealth, LLC | 0.11% | No change | 8,810 | $221K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.7% | 2,601 | $65K |
| Golden State Wealth Management, LLC | 0.01% | New | 1,374 | $34K |
| Royal Bank of Canada | 0.00% | Reduce -16.5% | 966 | $24K |
| Motco | 0.00% | New | 725 | $18K |
| UBS Group AG | 0.00% | New | 71 | $2K |
"% 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.