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Touchstone Ultra Short Income ETF
TUSI

19 hedge funds and large institutions have $72.9M invested in Touchstone Ultra Short Income ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

171% more funds holding

Funds holding: 7 → 19 (+12)

15% more capital invested

Capital invested by funds: $63.5M → $72.9M (+$9.4M)

0.6% less ownership

Funds ownership: 73.54% → 72.94% (-0.6%)

Holders
19
Holders Change
+12
Holders Change %
+171.43%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
6
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FRA
FFG Retirement Advisors
Colorado
+$3.11M
2
FWIA
Fort Washington Investment Advisors
Ohio
+$1.27M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.12M
4
MCCP
Mission Creek Capital Partners
California
+$997K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$997K

Top Sellers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWIA
1
Fort Washington Investment Advisors
Ohio
$53.3M +$1.27M +50,005 +2%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$4M +$4.78K +188 +0.1%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$3.88M +$1.12M +44,137 +40%
FRA
4
FFG Retirement Advisors
Colorado
$3.1M +$3.11M +122,401 New
Osaic Holdings
5
Osaic Holdings
Arizona
$1.73M +$298K +11,715 +21%
LPL Financial
6
LPL Financial
California
$1.41M +$416K +16,370 +42%
MCCP
7
Mission Creek Capital Partners
California
$994K +$997K +39,263 New
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$993K +$997K +39,260 New
FTUS
9
Flow Traders U.S.
New York
$765K +$768K +30,242 New
CIA
10
Concurrent Investment Advisors
Florida
$758K +$761K +29,970 New
NA
11
NewEdge Advisors
Louisiana
$510K +$512K +20,153 New
SWP
12
Stratos Wealth Partners
Ohio
$420K +$421K +16,580 New
Jane Street
13
Jane Street
New York
$288K +$289K +11,394 New
Citadel Advisors
14
Citadel Advisors
Florida
$249K +$250K +9,853 New
KWM
15
Kingsview Wealth Management
Oregon
$232K +$233K +9,180 New
IWC
16
Integrated Wealth Concepts
Massachusetts
$225K -$1.8M -70,947 -89%
SPIA
17
Steward Partners Investment Advisory
New York
$29.8K +$15K +589 +100%
T
18
Transce3nd
Texas
$6.76K +$6.78K +267 New
UBS Group
19
UBS Group
Switzerland
$2.71K +$2.72K +107 New

TUSI Hedge Fund Activity: Q4 2024 in Review

19 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Touchstone Ultra Short Income ETF (TUSI) for Q4 2024, worth a combined $72.9M — up 15% from $63.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new TUSI positions and 0 closed out — a net gain of 12 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was FFG Retirement Advisors, opening a new position worth an estimated $3.11M. The largest seller was Integrated Wealth Concepts, cutting an estimated $1.8M.

  • 19 institutional investors held Touchstone Ultra Short Income ETF (TUSI) as of Q4 2024, up from 7 in Q3 2024.
  • Funds reported $72.9M of Touchstone Ultra Short Income ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 12 funds opened new Touchstone Ultra Short Income ETF positions in Q4 2024 and 0 closed out, a net change of +12 holders.
  • The largest Touchstone Ultra Short Income ETF buyer in Q4 2024 was FFG Retirement Advisors, an estimated $3.11M added.
  • The largest Touchstone Ultra Short Income ETF seller in Q4 2024 was Integrated Wealth Concepts, an estimated $1.8M sold.

Based on aggregated 13F filings for Q4 2024.