We are live on ! Find out more
TUSI icon

Touchstone Ultra Short Income ETF

20 hedge funds and large institutions have $94.8M invested in Touchstone Ultra Short Income ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

30% more capital invested

Capital invested by funds: $72.9M → $94.8M (+$21.9M)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

5% more funds holding

Funds holding: 1920 (+1)

0.49% more ownership

Funds ownership: 72.94%73.43% (+0.49%)

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
11
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
1
Fort Washington Investment Advisors
Ohio
$56.3M +$3M +118,250 +6%
Raymond James Financial
2
Raymond James Financial
Florida
$6.53M +$6.55M +258,008 New
FRA
3
FFG Retirement Advisors
Colorado
$5.24M +$2.15M +84,699 +69%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$4M +$3.78K +149 +0.1%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.56M -$317K -12,509 -8%
CAS
6
Coppell Advisory Solutions
Texas
$3.44M +$3.45M +136,039 New
Osaic Holdings
7
Osaic Holdings
Arizona
$3.09M +$1.36M +53,718 +79%
LPL Financial
8
LPL Financial
California
$2.2M +$794K +31,310 +56%
Stifel Financial
9
Stifel Financial
Missouri
$1.7M +$1.7M +67,161 New
CIA
10
Concurrent Investment Advisors
Florida
$1.68M +$927K +36,544 +122%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$1.51M +$519K +20,440 +52%
MCCP
12
Mission Creek Capital Partners
California
$1.32M +$326K +12,833 +33%
Citadel Advisors
13
Citadel Advisors
Florida
$1.17M +$927K +36,533 +371%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$731K +$733K +28,880 New
NA
15
NewEdge Advisors
Louisiana
$727K +$217K +8,559 +42%
SWP
16
Stratos Wealth Partners
Ohio
$636K +$217K +8,540 +52%
FTUS
17
Flow Traders U.S.
New York
$517K -$250K -9,836 -33%
PAG
18
Private Advisor Group
New Jersey
$293K +$293K +11,555 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$89K +$88.8K +3,500 New
SPIA
20
Steward Partners Investment Advisory
New York
$14.9K -$14.9K -589 -50%
Jane Street
21
Jane Street
New York
-$288K -11,394 Closed
KWM
22
Kingsview Wealth Management
Oregon
-$232K -9,180 Closed
IWC
23
Integrated Wealth Concepts
Massachusetts
-$225K -8,887 Closed
T
24
Transce3nd
Texas
-$6.76K -267 Closed
UBS Group
25
UBS Group
Switzerland
-$2.71K -107 Closed

TUSI Hedge Fund Activity: Q1 2025 in Review

20 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Touchstone Ultra Short Income ETF (TUSI) for Q1 2025, worth a combined $94.8M — up 30% from $72.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TUSI positions and 5 closed out — a net gain of 1 holder — while 11 added to existing stakes and 3 trimmed.

The largest buyer was Raymond James Financial, opening a new position worth an estimated $6.55M. The largest seller was Janney Montgomery Scott, cutting an estimated $317K.

  • 20 institutional investors held Touchstone Ultra Short Income ETF (TUSI) as of Q1 2025, up from 19 in Q4 2024.
  • Funds reported $94.8M of Touchstone Ultra Short Income ETF stock for Q1 2025, up 30% quarter-over-quarter.
  • 6 funds opened new Touchstone Ultra Short Income ETF positions in Q1 2025 and 5 closed out, a net change of +1 holder.
  • The largest Touchstone Ultra Short Income ETF buyer in Q1 2025 was Raymond James Financial, an estimated $6.55M added.
  • The largest Touchstone Ultra Short Income ETF seller in Q1 2025 was Janney Montgomery Scott, an estimated $317K sold.

Based on aggregated 13F filings for Q1 2025.