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Touchstone Ultra Short Income ETF

8 hedge funds and large institutions have $61.7M invested in Touchstone Ultra Short Income ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 48 (+4)

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

6% more capital invested

Capital invested by funds: $58.3M → $61.7M (+$3.43M)

0.75% less ownership

Funds ownership: 96.74%95.99% (-0.75%)

Holders
8
Holders Change
+4
Holders Change %
+100%
% of All Funds
0.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
2
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
1
Fort Washington Investment Advisors
Ohio
$52.7M -$88.3K -3,500 -0.2%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$4.18M
3AM
3
3EDGE Asset Management
Florida
$1.87M +$1.87M +74,163 New
Jane Street
4
Jane Street
New York
$1.45M +$976K +38,684 +206%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.2M +$141K +5,585 +13%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$232K +$231K +9,166 New
FFO
7
Fortitude Family Office
Arizona
$47.6K +$47.7K +1,890 New
UBS Group
8
UBS Group
Switzerland
$1.26K +$1.26K +50 New

TUSI Hedge Fund Activity: Q1 2024 in Review

8 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Touchstone Ultra Short Income ETF (TUSI) for Q1 2024, worth a combined $61.7M — up 5.9% from $58.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new TUSI positions and 0 closed out — a net gain of 4 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $1.87M. The largest seller was Fort Washington Investment Advisors, cutting an estimated $88.3K.

  • 8 institutional investors held Touchstone Ultra Short Income ETF (TUSI) as of Q1 2024, up from 4 in Q4 2023.
  • Funds reported $61.7M of Touchstone Ultra Short Income ETF stock for Q1 2024, up 5.9% quarter-over-quarter.
  • 4 funds opened new Touchstone Ultra Short Income ETF positions in Q1 2024 and 0 closed out, a net change of +4 holders.
  • The largest Touchstone Ultra Short Income ETF buyer in Q1 2024 was 3EDGE Asset Management, an estimated $1.87M added.
  • The largest Touchstone Ultra Short Income ETF seller in Q1 2024 was Fort Washington Investment Advisors, an estimated $88.3K sold.

Based on aggregated 13F filings for Q1 2024.