Touchstone Strategic Income Opportunities ETF
SIO
5 hedge funds and large institutions have $104M invested in Touchstone Strategic Income Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
67% more funds holding
Funds holding: 3 → 5 (+2)
0.29% more ownership
Funds ownership: 98.73% → 99.03% (+0.29%)
0% less capital invested
Capital invested by funds: $104M → $104M (-$50.9K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$240K |
| 2 |
Jane Street
New York
|
+$236K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$228K |
| 4 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$101K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$252 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FWIA
1
Fort Washington Investment Advisors
Cincinnati,
Ohio
| $103M | +$101K | +4,000 | +0.1% |
|
|
2
MML Investors Services
Springfield,
Massachusetts
| $241K | +$240K | +9,554 | New |
|
|
3
Jane Street
New York
| $237K | +$236K | +9,376 | New |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $228K | +$228K | +9,040 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $1.41K | +$252 | +10 | +22% |
|
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$1.4K | -55 | Closed |
|
SIO Hedge Fund Activity: Q2 2024 in Review
5 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Touchstone Strategic Income Opportunities ETF (SIO) for Q2 2024, worth a combined $104M — down 0.05% from $104M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SIO positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was MML Investors Services, opening a new position worth an estimated $240K. The largest seller was Bank of Montreal, exiting entirely with an estimated $1.4K sold.
- 5 institutional investors held Touchstone Strategic Income Opportunities ETF (SIO) as of Q2 2024, up from 3 in Q1 2024.
- Funds reported $104M of Touchstone Strategic Income Opportunities ETF stock for Q2 2024, down 0.05% quarter-over-quarter.
- 3 funds opened new Touchstone Strategic Income Opportunities ETF positions in Q2 2024 and 1 closed out, a net change of +2 holders.
- The largest Touchstone Strategic Income Opportunities ETF buyer in Q2 2024 was MML Investors Services, an estimated $240K added.
- The largest Touchstone Strategic Income Opportunities ETF seller in Q2 2024 was Bank of Montreal, an estimated $1.4K sold.
Based on aggregated 13F filings for Q2 2024.