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Touchstone Ultra Short Income ETF

45 hedge funds and large institutions have $227M invested in Touchstone Ultra Short Income ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 2

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

49% more capital invested

Capital invested by funds: $153M → $227M (+$74.5M)

41% more funds holding

Funds holding: 3245 (+13)

10.12% more ownership

Funds ownership: 66.54%76.66% (+10%)

Holders
45
Holders Change
+13
Holders Change %
+40.63%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
16
Increased
26
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Cornerstone Wealth Management
Missouri
$1.49M +$371K +14,624 +33%
BIG
27
Brookwood Investment Group
Arizona
$1.35M +$1.35M +53,124 New
TCWM
28
Total Clarity Wealth Management
Illinois
$1.11M +$1.11M +43,749 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$936K +$173K +6,816 +23%
MPCA
30
Madison Park Capital Advisors
Washington
$918K +$95.8K +3,773 +12%
SWP
31
Stratos Wealth Partners
Ohio
$831K +$148K +5,850 +22%
Goldman Sachs
32
Goldman Sachs
New York
$754K +$755K +29,758 New
WWM
33
Western Wealth Management
Colorado
$687K -$30.6K -1,205 -4%
TA
34
Tectonic Advisors
Texas
$394K +$71.7K +2,823 +22%
GC
35
Guilbault Capital
Louisiana
$339K +$339K +13,367 New
WC
36
Waterloo Capital
Texas
$324K +$325K +12,800 New
BI
37
Bolthouse Investments
California
$322K +$323K +12,709 New
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$311K +$312K +12,292 New
Truist Financial
39
Truist Financial
North Carolina
$288K +$288K +11,364 New
SFS
40
Summit Financial Strategies
Ohio
$288K +$288K +11,359 New
SA
41
Sanctuary Advisors
Indiana
$244K +$30.5K +1,200 +14%
KAS
42
Kestra Advisory Services
Texas
$241K +$242K +9,531 New
IWC
43
Integrated Wealth Concepts
Massachusetts
$205K +$206K +8,110 New
RG
44
RHL Group
Michigan
$21.9K +$22K +865 New
PA
45
Parallel Advisors
California
$3.98K
GIA
46
Gladstone Institutional Advisory
Florida
-$336K -13,242 Closed
UBS Group
47
UBS Group
Switzerland
-$11.8K -466 Closed
Comerica Bank
48
Comerica Bank
Texas
-$7.58K -299 Closed