Touchstone Strategic Income Opportunities ETF
SIO
3 hedge funds and large institutions have $104M invested in Touchstone Strategic Income Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.
50% more funds holding
Funds holding: 2 → 3 (+1)
2% more capital invested
Capital invested by funds: $102M → $104M (+$2.02M)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
0.09% less ownership
Funds ownership: 98.82% → 98.73% (-0.09%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$1.16M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.39K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$9.62K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FWIA
1
Fort Washington Investment Advisors
Cincinnati,
Ohio
| $104M | +$1.16M | +45,930 | +1% |
|
|
2
Bank of Montreal
Toronto,
Ontario, Canada
| $1.4K | +$1.39K | +55 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $1.17K | -$9.62K | -381 | -89% |
|
SIO Hedge Fund Activity: Q1 2024 in Review
3 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Touchstone Strategic Income Opportunities ETF (SIO) for Q1 2024, worth a combined $104M — up 2% from $102M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new SIO positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Fort Washington Investment Advisors, adding an estimated $1.16M. The largest seller was UBS Group, cutting an estimated $9.62K.
- 3 institutional investors held Touchstone Strategic Income Opportunities ETF (SIO) as of Q1 2024, up from 2 in Q4 2023.
- Funds reported $104M of Touchstone Strategic Income Opportunities ETF stock for Q1 2024, up 2% quarter-over-quarter.
- 1 fund opened new Touchstone Strategic Income Opportunities ETF positions in Q1 2024 and 0 closed out, a net change of +1 holder.
- The largest Touchstone Strategic Income Opportunities ETF buyer in Q1 2024 was Fort Washington Investment Advisors, an estimated $1.16M added.
- The largest Touchstone Strategic Income Opportunities ETF seller in Q1 2024 was UBS Group, an estimated $9.62K sold.
Based on aggregated 13F filings for Q1 2024.