Touchstone Strategic Income Opportunities ETF
SIO
11 hedge funds and large institutions have $147M invested in Touchstone Strategic Income Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.
175% more funds holding
Funds holding: 4 → 11 (+7)
3% more capital invested
Capital invested by funds: $143M → $147M (+$4.5M)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
15.16% less ownership
Funds ownership: 99.05% → 83.88% (-15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$6.3M |
| 2 |
AWA
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
+$1.43M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$615K |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$531K |
| 5 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$39.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$777K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$65.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FWIA
1
Fort Washington Investment Advisors
Cincinnati,
Ohio
| $136M | -$777K | -29,995 | -0.6% |
|
|
2
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $6.18M | +$6.3M | +243,080 | New |
|
|
OPWM
3
Oregon Pacific Wealth Management
Medford,
Oregon
| $1.51M | +$1.54M | +59,287 | New |
|
|
AWA
4
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $1.4M | +$1.43M | +55,248 | New |
|
|
5
Citadel Advisors
Miami,
Florida
| $603K | +$615K | +23,720 | New |
|
|
6
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $531K | +$531K | +20,486 | New |
|
|
VFG
7
Victory Financial Group
Austin,
Texas
| $458K | +$467K | +18,010 | New |
|
8
MML Investors Services
Springfield,
Massachusetts
| $311K | +$15.9K | +613 | +5% |
|
9
Envestnet Asset Management
Chicago,
Illinois
| $294K | +$11.6K | +446 | +4% |
|
|
HFS
10
Hantz Financial Services
Southfield,
Michigan
| $39K | +$39.7K | +1,531 | New |
|
|
11
UBS Group
Zurich,
Switzerland
| $2.06K | -$65.4K | -2,524 | -97% |
|
SIO Hedge Fund Activity: Q4 2024 in Review
11 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Touchstone Strategic Income Opportunities ETF (SIO) for Q4 2024, worth a combined $147M — up 3.2% from $143M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SIO positions and 0 closed out — a net gain of 7 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $6.3M. The largest seller was Fort Washington Investment Advisors, cutting an estimated $777K.
- 11 institutional investors held Touchstone Strategic Income Opportunities ETF (SIO) as of Q4 2024, up from 4 in Q3 2024.
- Funds reported $147M of Touchstone Strategic Income Opportunities ETF stock for Q4 2024, up 3.2% quarter-over-quarter.
- 7 funds opened new Touchstone Strategic Income Opportunities ETF positions in Q4 2024 and 0 closed out, a net change of +7 holders.
- The largest Touchstone Strategic Income Opportunities ETF buyer in Q4 2024 was Janney Montgomery Scott, an estimated $6.3M added.
- The largest Touchstone Strategic Income Opportunities ETF seller in Q4 2024 was Fort Washington Investment Advisors, an estimated $777K sold.
Based on aggregated 13F filings for Q4 2024.