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Touchstone Ultra Short Income ETF

28 hedge funds and large institutions have $118M invested in Touchstone Ultra Short Income ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+8
Holders Change %
+40%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
10
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FWIA
1
Fort Washington Investment Advisors
Ohio
$55.6M -$741K -29,275 -1%
LPL Financial
2
LPL Financial
California
$8.82M +$6.61M +261,199 +300%
SPIA
3
Steward Partners Investment Advisory
New York
$7.02M +$7.01M +276,760 +46,908%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.51M +$6.42M +253,453 +7,242%
RAS
5
RPS Advisory Solutions
Kentucky
$4.2M +$4.2M +165,959 New
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$4.11M +$548K +21,643 +15%
Raymond James Financial
7
Raymond James Financial
Florida
$4.06M -$2.47M -97,673 -38%
RPGK
8
Retirement Planning Group (Kansas)
Kansas
$3.9M -$101K -4,002 -3%
FRA
9
FFG Retirement Advisors
Colorado
$3.64M -$1.6M -63,172 -31%
WS
10
Wedbush Securities
California
$3.04M +$3.04M +120,000 New
Stifel Financial
11
Stifel Financial
Missouri
$2.46M +$758K +29,939 +45%
CAS
12
Coppell Advisory Solutions
Texas
$2.1M -$1.34M -53,092 -39%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.73M -$1.36M -53,718 -44%
CIA
14
Concurrent Investment Advisors
Florida
$1.66M -$29K -1,144 -2%
MCCP
15
Mission Creek Capital Partners
California
$1.37M +$53.2K +2,102 +4%
NA
16
NewEdge Advisors
Louisiana
$1.29M +$561K +22,156 +77%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$1.02M -$496K -19,575 -33%
Jane Street
18
Jane Street
New York
$1M +$1M +39,560 New
Citadel Advisors
19
Citadel Advisors
Florida
$896K -$279K -11,022 -24%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$865K +$133K +5,265 +18%
MPCA
21
Madison Park Capital Advisors
Washington
$791K +$791K +31,225 New
AW
22
Atlas Wealth
Ohio
$790K +$790K +31,189 New
SWP
23
Stratos Wealth Partners
Ohio
$653K +$16.7K +660 +3%
PAG
24
Private Advisor Group
New Jersey
$499K +$207K +8,155 +71%
FLFS
25
Family Legacy Financial Solutions
North Carolina
$50.6K +$50.6K +1,997 New