Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FEDERATED HERMES ETF TRUST (FTRB)

46 + Investors. Track Smart Money conviction in FTRB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
74%

Smart Money Signals — FTRB

Based on 46 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FTRB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
46 hedge funds hold FTRB right now — the highest count in 2.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +35% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+35% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 74% buying

34 buying12 selling
Last quarter: 34 funds were net buyers (10 opened a brand new position + 24 added to an existing one). Only 12 were sellers (10 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new FTRB position: 8 → 7 → 3 → 10. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 28% entered in last year

■ 0% conviction (2yr+) ■ 72% medium ■ 28% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~10 new funds/quarter

10 → 8 → 7 → 3 → 10 new funds/Q
New funds entering each quarter: 8 → 7 → 3 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 0% veterans, 54% new entrants

■ 0% veterans ■ 46% 1-2yr ■ 54% new
Of 46 current holders: 0 (0%) held 2+ years, 21 held 1–2 years, 25 (54%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
5 of 46 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: FTRB

How many hedge funds hold FTRB — quarterly history vs. share price
Quarterly hedge fund ownership of FTRB vs. share price

Market Analysis: FTRB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FTRB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 4 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: FTRB
2026 Q1 Stats Unlock in 12 days 46 + Investors

Track Smart Money conviction in FTRB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 46 38 21.05%
13F Shares 12M 10M 21.59%
Total Value $306M $252M 21.64%
New Positions 10 3 +7
Increased Positions 24 19 +5
Closed Positions 2 7 -5
Reduced Positions 10 9 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FTRB

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Financial Highlights

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Institutional Holders (2026 Q1)

46 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FTRB. Verified SEC 13F-HR filings.

Top 25 institutional holders of FTRB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Broadway Wealth Solutions, Inc. 14.50% 1,115,476 $28.0M
2 Wilkerson Advisory Group LLC 5.14% 594,257 $14.9M
3 Hills Bank & Trust Co 3.46% 2,842,568 $71.5M
4 Platform Technology Partners 2.33% 480,861 $12.1M
5 Quantum Portfolio Management LLC 2.28% 208,911 $5.3M
6 Allegheny Financial Group 1.24% 364,934 $9.2M
7 Retirement Planning Group, LLC 0.67% 853,548 $21.5M
8 River Street Advisors LLC 0.58% 68,697 $1.7M
9 Beaumont Financial Advisors, LLC 0.47% 274,316 $6.9M
10 RMR Wealth Builders 0.47% 235,346 $5.9M
11 Aurora Private Wealth, Inc. 0.40% 22,144 —
12 First Citizens Financial Corp 0.26% 21,683 $545K
13 Index Technologies Group LLC 0.25% 9,000 $226K
14 TWIN PEAKS WEALTH ADVISORS, LLC 0.13% 20,889 $525K
15 Towerpoint Wealth, LLC 0.12% 12,045 $303K
16 TRUIST FINANCIAL CORP 0.09% 2,554,700 $64.2M
17 FIRST UNITED BANK & TRUST 0.08% 10,083 $254K
18 OLD SECOND NATIONAL BANK OF AURORA 0.08% 14,601 $367K
19 Claro Advisors Inc. 0.05% 17,500 $440K
20 MOTCO 0.04% 15,716 $395K
21 WESBANCO BANK INC 0.03% 46,390 $1.2M
22 MML INVESTORS SERVICES, LLC 0.03% 441,589 $11.1M
23 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% 79,254 $2.0M
24 Stone House Investment Management, LLC 0.02% 4,020 $101K
25 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% 233,785 $5.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — FEDERATED HERMES ETF TRUST (FTRB)

What does the Smart Money Trend signal show for FTRB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FTRB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FTRB?

More buyers than sellers — 74% buying: Last quarter: 34 funds were net buyers (10 opened a brand new position + 24 added to an existing one). Only 12 were sellers (10 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FTRB holders?

Smaller funds dominant — 9% AUM from top-100: 5 of 46 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FTRB?

Mostly new holders — 28% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.