Touchstone Ultra Short Income ETF
TUSI
5 hedge funds and large institutions have $60.9M invested in Touchstone Ultra Short Income ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 4 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
1% less capital invested
Capital invested by funds: $61.7M → $60.9M (-$780K)
18.14% less ownership
Funds ownership: 95.99% → 77.85% (-18%)
38% less funds holding
Funds holding: 8 → 5 (-3)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.09M |
| 2 |
Jane Street
New York
|
+$363K |
| 3 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$6.95K |
| 4 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$2.63K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$1.87M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$232K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$183K |
| 4 |
FFO
Fortitude Family Office
Scottsdale,
Arizona
|
-$47.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.26K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FWIA
1
Fort Washington Investment Advisors
Cincinnati,
Ohio
| $52.8M | +$6.95K | +275 | +0% |
|
|
RPGK
2
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $4.19M | +$2.63K | +104 | +0.1% |
|
|
3
Jane Street
New York
| $1.81M | +$363K | +14,369 | +25% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $1.09M | +$1.09M | +43,278 | New |
|
|
5
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $1.01M | -$183K | -7,233 | -15% |
|
|
3AM
6
3EDGE Asset Management
Naples,
Florida
| – | -$1.87M | -74,163 | Closed |
|
|
7
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$232K | -9,166 | Closed |
|
|
FFO
8
Fortitude Family Office
Scottsdale,
Arizona
| – | -$47.6K | -1,890 | Closed |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$1.26K | -50 | Closed |
|
TUSI Hedge Fund Activity: Q2 2024 in Review
5 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Touchstone Ultra Short Income ETF (TUSI) for Q2 2024, worth a combined $60.9M — down 1.3% from $61.7M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of TUSI and 1 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 3 added.
The largest buyer was Osaic Holdings, opening a new position worth an estimated $1.09M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $1.87M sold.
- 5 institutional investors held Touchstone Ultra Short Income ETF (TUSI) as of Q2 2024, down from 8 in Q1 2024.
- Funds reported $60.9M of Touchstone Ultra Short Income ETF stock for Q2 2024, down 1.3% quarter-over-quarter.
- 1 fund opened new Touchstone Ultra Short Income ETF positions in Q2 2024 and 4 closed out, a net change of -3 holders.
- The largest Touchstone Ultra Short Income ETF buyer in Q2 2024 was Osaic Holdings, an estimated $1.09M added.
- The largest Touchstone Ultra Short Income ETF seller in Q2 2024 was 3EDGE Asset Management, an estimated $1.87M sold.
Based on aggregated 13F filings for Q2 2024.