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Touchstone Securitized Income ETF

19 hedge funds and large institutions have $142M invested in Touchstone Securitized Income ETF in 2026 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

19% more funds holding

Funds holding: 1619 (+3)

13% more capital invested

Capital invested by funds: $125M → $142M (+$16.7M)

1.45% less ownership

Funds ownership: 91.52%90.07% (-1.4%)

Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
9
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
1
Fort Washington Investment Advisors
Ohio
$101M +$645K +24,995 +0.6%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$19.6M +$10.1M +391,970 +107%
BIG
3
Brookwood Investment Group
Arizona
$4.11M -$53.4K -2,069 -1%
FFAS
4
FIG Financial Advisory Services
Oklahoma
$3.48M +$3.48M +134,910 New
Osaic Holdings
5
Osaic Holdings
Arizona
$2.81M +$7.77K +301 +0.3%
SPIA
6
Steward Partners Investment Advisory
New York
$2.75M +$1.08M +41,802 +65%
Stifel Financial
7
Stifel Financial
Missouri
$2.45M +$514K +19,899 +26%
WCM
8
Winebrenner Capital Management
Kentucky
$1.38M -$135K -5,224 -9%
AW
9
Alteri Wealth
California
$926K +$81.7K +3,162 +10%
Citadel Advisors
10
Citadel Advisors
Florida
$886K +$632K +24,475 +248%
AW
11
Atlas Wealth
Ohio
$582K -$2.76K -107 -0.5%
Goldman Sachs
12
Goldman Sachs
New York
$498K +$498K +19,291 New
MCCP
13
Mission Creek Capital Partners
California
$286K -$40.3K -1,562 -12%
APP
14
Avantax Planning Partners
Iowa
$255K +$255K +9,863 New
VFG
15
Victory Financial Group
Texas
$245K +$245K +9,479 New
Jones Financial Companies
16
Jones Financial Companies
Missouri
$194K +$64.7K +2,506 +50%
UBS Group
17
UBS Group
Switzerland
$31.6K +$25.9K +1,004 +454%
IWC
18
Integrated Wealth Concepts
Massachusetts
$25.8K +$25.8K +1,000 New
DFA
19
DHJJ Financial Advisors
Illinois
$517
MYIA
20
Mount Yale Investment Advisors
Colorado
-$412K -15,984 Closed
VAS
21
Vestmark Advisory Solutions
Massachusetts
-$412K -15,984 Closed

TSEC Hedge Fund Activity: Q2 2026 in Review

19 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Touchstone Securitized Income ETF (TSEC) for Q2 2026, worth a combined $142M — up 13% from $125M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new TSEC positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 4 trimmed.

The largest buyer was Retirement Planning Group (Kansas), adding an estimated $10.1M. The largest seller was Mount Yale Investment Advisors, exiting entirely with an estimated $412K sold.

  • 19 institutional investors held Touchstone Securitized Income ETF (TSEC) as of Q2 2026, up from 16 in Q1 2026.
  • Funds reported $142M of Touchstone Securitized Income ETF stock for Q2 2026, up 13% quarter-over-quarter.
  • 5 funds opened new Touchstone Securitized Income ETF positions in Q2 2026 and 2 closed out, a net change of +3 holders.
  • The largest Touchstone Securitized Income ETF buyer in Q2 2026 was Retirement Planning Group (Kansas), an estimated $10.1M added.
  • The largest Touchstone Securitized Income ETF seller in Q2 2026 was Mount Yale Investment Advisors, an estimated $412K sold.

Based on aggregated 13F filings for Q2 2026.