Touchstone Climate Transition ETF
HEAT
HEAT was delisted on the 19th of December, 2025.
3 hedge funds and large institutions have $10.4M invested in Touchstone Climate Transition ETF in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, increasing their positions, 2 reducing their positions, and 1 closing their positions.
1.39% less ownership
Funds ownership: 99.43% → 98.04% (-1.4%)
14% less capital invested
Capital invested by funds: $12M → $10.4M (-$1.62M)
25% less funds holding
Funds holding: 4 → 3 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$86.1K |
| 2 |
Jane Street
New York
|
-$64.6K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$8.64K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FWIA
1
Fort Washington Investment Advisors
Cincinnati,
Ohio
| $9.38M | – | – | – |
|
|
2
Citadel Advisors
Miami,
Florida
| $636K | -$86.1K | -3,395 | -11% |
|
|
3
Jane Street
New York
| $329K | -$64.6K | -2,547 | -15% |
|
|
4
UBS Group
Zurich,
Switzerland
| – | -$8.64K | -323 | Closed |
|
HEAT Hedge Fund Activity: Q3 2023 in Review
3 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Touchstone Climate Transition ETF (HEAT) for Q3 2023, worth a combined $10.4M — down 14% from $12M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of HEAT and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 0 added.
The largest seller was Citadel Advisors, cutting an estimated $86.1K.
- 3 institutional investors held Touchstone Climate Transition ETF (HEAT) as of Q3 2023, down from 4 in Q2 2023.
- Funds reported $10.4M of Touchstone Climate Transition ETF stock for Q3 2023, down 14% quarter-over-quarter.
- 0 funds opened new Touchstone Climate Transition ETF positions in Q3 2023 and 1 closed out, a net change of -1 holder.
- The largest Touchstone Climate Transition ETF seller in Q3 2023 was Citadel Advisors, an estimated $86.1K sold.
Based on aggregated 13F filings for Q3 2023.