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Touchstone Strategic Income Opportunities ETF

2 hedge funds and large institutions have $102M invested in Touchstone Strategic Income Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $97M → $102M (+$4.72M)

0% more funds holding

Funds holding: 22 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0.16% less ownership

Funds ownership: 98.99%98.82% (-0.16%)

Holders
2
Holders Change
Holders Change %
0%
% of All Funds
0.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$313K
Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
1
Fort Washington Investment Advisors
Ohio
$102M +$146K +6,000 +0.1%
UBS Group
2
UBS Group
Switzerland
$10.8K +$10.4K +427 New
Jane Street
3
Jane Street
New York
-$313K -13,030 Closed

SIO Hedge Fund Activity: Q4 2023 in Review

2 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Touchstone Strategic Income Opportunities ETF (SIO) for Q4 2023, worth a combined $102M — up 4.9% from $97M a quarter earlier.

Fund positioning in SIO was balanced in Q4 2023: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 0 trimmed.

The largest buyer was Fort Washington Investment Advisors, adding an estimated $146K. The largest seller was Jane Street, exiting entirely with an estimated $313K sold.

  • 2 institutional investors held Touchstone Strategic Income Opportunities ETF (SIO) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $102M of Touchstone Strategic Income Opportunities ETF stock for Q4 2023, up 4.9% quarter-over-quarter.
  • 1 fund opened new Touchstone Strategic Income Opportunities ETF positions in Q4 2023 and 1 closed out, a net change of 0 holders.
  • The largest Touchstone Strategic Income Opportunities ETF buyer in Q4 2023 was Fort Washington Investment Advisors, an estimated $146K added.
  • The largest Touchstone Strategic Income Opportunities ETF seller in Q4 2023 was Jane Street, an estimated $313K sold.

Based on aggregated 13F filings for Q4 2023.