Touchstone Strategic Income Opportunities ETF (SIO)

• Market cap: $196M
• 1 day: -0.12%
• 5 days: 0.54%
• 1 month: 0.97%
• 3 months: 0.62%
• 6 months: 0.86%
• Year to date: 1.85%
• 1 year: 1.93%
• 5 years: 2.94%
• 10 years: 2.94%

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

9% more funds holding

Funds holding: 11 [Q4 2024] → 12 (+1) [Q1 2025]

5% more capital invested

Capital invested by funds: $147M [Q4 2024] → $154M (+$7.08M) [Q1 2025]

2.32% less ownership

Funds ownership: 83.88% [Q4 2024] → 81.57% (-2.32%) [Q1 2025]