Touchstone Securitized Income ETF
TSEC
10 hedge funds and large institutions have $107M invested in Touchstone Securitized Income ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
67% more funds holding
Funds holding: 6 → 10 (+4)
1% more capital invested
Capital invested by funds: $106M → $107M (+$586K)
0.47% more ownership
Funds ownership: 97.33% → 97.8% (+0.47%)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.96M |
| 2 |
Jane Street
New York
|
+$758K |
| 3 |
MCCP
Mission Creek Capital Partners
San Francisco,
California
|
+$417K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$47K |
| 5 |
JP Morgan Chase
New York
|
+$14.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$654K |
| 2 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$74K |
| 3 |
SWM
Seed Wealth Management
Evanston,
Illinois
|
-$8.9K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$984 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FWIA
1
Fort Washington Investment Advisors
Cincinnati,
Ohio
| $100M | -$654K | -24,995 | -0.6% |
|
|
IWC
2
Integrated Wealth Concepts
Waltham,
Massachusetts
| $1.95M | +$1.96M | +74,949 | New |
|
|
RPGK
3
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $1.19M | -$74K | -2,828 | -6% |
|
4
Citadel Advisors
Miami,
Florida
| $1.04M | +$7.41K | +283 | +0.7% |
|
|
5
Jane Street
New York
| $752K | +$758K | +28,944 | New |
|
|
WCM
6
Winebrenner Capital Management
Louisville,
Kentucky
| $592K | +$596K | +22,779 | New |
|
|
MCCP
7
Mission Creek Capital Partners
San Francisco,
California
| $414K | +$417K | +15,925 | New |
|
|
SWM
8
Seed Wealth Management
Evanston,
Illinois
| $308K | -$8.9K | -340 | -3% |
|
|
SPIA
9
Steward Partners Investment Advisory
New York
| $161K | +$47K | +1,796 | +41% |
|
|
10
JP Morgan Chase
New York
| $14.8K | +$14.9K | +569 | New |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$984 | -37 | Closed |
|
TSEC Hedge Fund Activity: Q4 2024 in Review
10 of the 7,601 institutional investors tracked by Wall St. Rank reported a position in Touchstone Securitized Income ETF (TSEC) for Q4 2024, worth a combined $107M — up 0.55% from $106M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new TSEC positions and 1 closed out — a net gain of 4 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $1.96M. The largest seller was Fort Washington Investment Advisors, cutting an estimated $654K.
- 10 institutional investors held Touchstone Securitized Income ETF (TSEC) as of Q4 2024, up from 6 in Q3 2024.
- Funds reported $107M of Touchstone Securitized Income ETF stock for Q4 2024, up 0.55% quarter-over-quarter.
- 5 funds opened new Touchstone Securitized Income ETF positions in Q4 2024 and 1 closed out, a net change of +4 holders.
- The largest Touchstone Securitized Income ETF buyer in Q4 2024 was Integrated Wealth Concepts, an estimated $1.96M added.
- The largest Touchstone Securitized Income ETF seller in Q4 2024 was Fort Washington Investment Advisors, an estimated $654K sold.
Based on aggregated 13F filings for Q4 2024.