FTRB Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Federated Hermes ETF Trust (FTRB) following the 2026 Q3 hedge fund 13F filings?

As of today, FTRB has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), FTRB gained +0.8% vs -1.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Federated Hermes ETF Trust (FTRB)

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

Smart Money Signals — FTRB

Based on 52 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, 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

52 hedge funds hold FTRB right now — the highest count in 2.5 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 — +24% more funds vs a year ago

fund count last 6Q

+10 new funds entered over the past year (+24% 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 — 68% buying

34 buying16 selling

Last quarter: 34 funds were net buyers (6 opened a brand new position + 28 added to an existing one). Only 16 were sellers (12 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 3 → 10 → 10 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 33% entered in last year

■ 23% conviction (2yr+) ■ 44% medium ■ 33% new

Only 12 funds (23%) 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 — ~6 new funds/quarter

7 → 3 → 10 → 10 → 6 new funds/Q

New funds entering each quarter: 3 → 10 → 10 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 13% veterans, 40% new entrants

■ 13% veterans ■ 46% 1-2yr ■ 40% new

Of 52 current holders: 7 (13%) held 2+ years, 24 held 1–2 years, 21 (40%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds

7 of 52 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.2

out of 10

Moderate Exit Risk

Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	52	50	4.0%
13F Shares	22M	17M	28.35%
Total Value	$542M	$423M	28.2%
New Positions	6	10	-4
Increased Positions	28	24	+4
Closed Positions	4	6	-2
Reduced Positions	12	10	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

4.0%

13F Shares

22M

17M

28.35%

Total Value

$542M

$423M

28.2%

New Positions

-4

Increased Positions

Closed Positions

-2

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q3)

52 + investors

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

QUARTER:

2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 FTRB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Broadway Wealth Solutions, Inc.	13.21%	1,229,917	$29.5M
2	Hills Bank & Trust Co	6.23%	6,159,555	$147.5M
3	Wilkerson Advisory Group LLC	4.81%	673,060	$16.1M
4	Tulsa Wealth Advisors, INC	4.12%	1,317,568	$31.6M
5	Platform Technology Partners	2.25%	593,682	$14.2M
6	Quantum Portfolio Management LLC	1.80%	212,261	$5.1M
7	Schneider Downs Wealth Management Advisors, LP	1.36%	610,130	$14.6M
8	Signature Equity Partners, LLC	1.26%	150,843	$3.6M
9	Allegheny Financial Group	0.97%	404,383	$9.7M
10	Petros Family Wealth, LLC	0.92%	65,794	$1.6M
11	River Street Advisors LLC	0.56%	75,294	$1.8M
12	Cordgrass Capital Advisors, LLC	0.48%	53,984	$1.3M
13	RMR Wealth Builders	0.40%	283,083	$6.8M
14	Benjamin Edwards Inc	0.31%	1,456,791	$34.9M
15	Retirement Planning Group, LLC	0.31%	522,404	$12.5M
16	Prosperity Financial Group, Inc.	0.28%	40,279	$965K
17	First Citizens Financial Corp	0.23%	22,516	$539K
18	Index Technologies Group LLC	0.17%	9,350	$224K
19	First United Bank & Trust	0.15%	21,400	$513K
20	Focused Alpha, LLC	0.11%	18,758	$449K
21	Towerpoint Wealth, LLC	0.11%	12,814	$307K
22	Old Second National Bank of Aurora	0.09%	18,852	$452K
23	Truist Financial Corp	0.09%	3,069,109	$73.5M
24	Wesbanco Bank Inc	0.08%	104,908	$2.5M
25	Motco	0.08%	40,787	$977K

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 — 3 quarters in a row: For 3 consecutive quarters, 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 — 68% buying: Last quarter: 34 funds were net buyers (6 opened a brand new position + 28 added to an existing one). Only 16 were sellers (12 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FTRB holders?

Smaller funds dominant — 15% AUM from top-100: 7 of 52 holders rank in the top 100 by AUM, but together hold only 15% 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 — 33% entered in last year: Only 12 funds (23%) 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.

Is it too late to buy Federated Hermes ETF Trust (FTRB) following the 2026 Q3 hedge fund 13F filings?

As of today, FTRB has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), FTRB has gained +0.8% vs -1.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Federated Hermes ETF Trust (FTRB)

Smart Money Signals — FTRB

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +24% more funds vs a year ago

More buyers than sellers — 68% buying

Steady new buyers — ~6 new funds per quarter

Mostly new holders — 33% entered in last year

Steady discovery — ~6 new funds/quarter

Mixed cohorts — 13% veterans, 40% new entrants

Smaller funds dominant — 15% AUM from top-100

Institutional Sentiment Summary — FTRB

Hedge Fund Ownership: FTRB

Market Analysis: FTRB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FTRB

Is It Too Late to Buy Federated Hermes ETF Trust (FTRB) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: FTRB

Statistics: FTRB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q3)

Frequently Asked Questions — Federated Hermes ETF Trust (FTRB)

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