Touchstone Ultra Short Income ETF
TUSI
7 hedge funds and large institutions have $63.5M invested in Touchstone Ultra Short Income ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
40% more funds holding
Funds holding: 5 → 7 (+2)
4% more capital invested
Capital invested by funds: $60.9M → $63.5M (+$2.58M)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
4.31% less ownership
Funds ownership: 77.85% → 73.54% (-4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$2.03M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.75M |
| 3 |
LPL Financial
San Diego,
California
|
+$998K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$338K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$15K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.81M |
| 2 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$888K |
| 3 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$206K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FWIA
1
Fort Washington Investment Advisors
Cincinnati,
Ohio
| $52.3M | -$888K | -35,000 | -2% |
|
|
RPGK
2
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $4.01M | -$206K | -8,119 | -5% |
|
|
3
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $2.77M | +$1.75M | +68,898 | +172% |
|
|
IWC
4
Integrated Wealth Concepts
Waltham,
Massachusetts
| $2.03M | +$2.03M | +79,834 | New |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $1.44M | +$338K | +13,334 | +31% |
|
|
6
LPL Financial
San Diego,
California
| $999K | +$998K | +39,323 | New |
|
|
SPIA
7
Steward Partners Investment Advisory
New York
| $15K | +$15K | +590 | New |
|
|
8
Jane Street
New York
| – | -$1.81M | -71,858 | Closed |
|
TUSI Hedge Fund Activity: Q3 2024 in Review
7 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Touchstone Ultra Short Income ETF (TUSI) for Q3 2024, worth a combined $63.5M — up 4.2% from $60.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TUSI positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $2.03M. The largest seller was Jane Street, exiting entirely with an estimated $1.81M sold.
- 7 institutional investors held Touchstone Ultra Short Income ETF (TUSI) as of Q3 2024, up from 5 in Q2 2024.
- Funds reported $63.5M of Touchstone Ultra Short Income ETF stock for Q3 2024, up 4.2% quarter-over-quarter.
- 3 funds opened new Touchstone Ultra Short Income ETF positions in Q3 2024 and 1 closed out, a net change of +2 holders.
- The largest Touchstone Ultra Short Income ETF buyer in Q3 2024 was Integrated Wealth Concepts, an estimated $2.03M added.
- The largest Touchstone Ultra Short Income ETF seller in Q3 2024 was Jane Street, an estimated $1.81M sold.
Based on aggregated 13F filings for Q3 2024.