Touchstone Strategic Income Opportunities ETF
SIO
4 hedge funds and large institutions have $143M invested in Touchstone Strategic Income Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, reducing their positions, and 1 closing their positions.
37% more capital invested
Capital invested by funds: $104M → $143M (+$38.9M)
0.02% more ownership
Funds ownership: 99.03% → 99.05% (+0.02%)
20% less funds holding
Funds holding: 5 → 4 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$33.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$66.3K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$54.2K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$53.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$237K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FWIA
1
Fort Washington Investment Advisors
Cincinnati,
Ohio
| $142M | +$33.6M | +1,291,277 | +32% |
|
|
2
MML Investors Services
Springfield,
Massachusetts
| $307K | +$53.5K | +2,056 | +22% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $294K | +$54.2K | +2,085 | +23% |
|
|
4
UBS Group
Zurich,
Switzerland
| $68.8K | +$66.3K | +2,549 | +4,552% |
|
|
5
Jane Street
New York
| – | -$237K | -9,376 | Closed |
|
SIO Hedge Fund Activity: Q3 2024 in Review
4 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Touchstone Strategic Income Opportunities ETF (SIO) for Q3 2024, worth a combined $143M — up 37% from $104M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of SIO and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 4 added.
The largest buyer was Fort Washington Investment Advisors, adding an estimated $33.6M. The largest seller was Jane Street, exiting entirely with an estimated $237K sold.
- 4 institutional investors held Touchstone Strategic Income Opportunities ETF (SIO) as of Q3 2024, down from 5 in Q2 2024.
- Funds reported $143M of Touchstone Strategic Income Opportunities ETF stock for Q3 2024, up 37% quarter-over-quarter.
- 0 funds opened new Touchstone Strategic Income Opportunities ETF positions in Q3 2024 and 1 closed out, a net change of -1 holder.
- The largest Touchstone Strategic Income Opportunities ETF buyer in Q3 2024 was Fort Washington Investment Advisors, an estimated $33.6M added.
- The largest Touchstone Strategic Income Opportunities ETF seller in Q3 2024 was Jane Street, an estimated $237K sold.
Based on aggregated 13F filings for Q3 2024.