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Touchstone Ultra Short Income ETF

29 hedge funds and large institutions have $121M invested in Touchstone Ultra Short Income ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

45% more funds holding

Funds holding: 2029 (+9)

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

27% more capital invested

Capital invested by funds: $94.8M → $121M (+$25.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.41% less ownership

Funds ownership: 73.43%70.02% (-3.4%)

Holders
29
Holders Change
+9
Holders Change %
+45%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
11
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
1
Fort Washington Investment Advisors
Ohio
$55.6M -$742K -29,275 -1%
LPL Financial
2
LPL Financial
California
$8.82M +$6.62M +261,199 +300%
SPIA
3
Steward Partners Investment Advisory
New York
$7.02M +$7.01M +276,760 +46,908%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.51M +$6.42M +253,453 +7,242%
RAS
5
RPS Advisory Solutions
Kentucky
$4.2M +$4.2M +165,959 New
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$4.11M +$548K +21,643 +15%
Raymond James Financial
7
Raymond James Financial
Florida
$4.06M -$2.47M -97,673 -38%
Osaic Holdings
8
Osaic Holdings
Arizona
$4.05M +$959K +37,864 +31%
RPGK
9
Retirement Planning Group (Kansas)
Kansas
$3.9M -$101K -4,002 -3%
FRA
10
FFG Retirement Advisors
Colorado
$3.64M -$1.6M -63,172 -31%
WS
11
Wedbush Securities
California
$3.04M +$3.04M +120,000 New
Stifel Financial
12
Stifel Financial
Missouri
$2.46M +$759K +29,939 +45%
CAS
13
Coppell Advisory Solutions
Texas
$2.1M -$1.35M -53,092 -39%
CIA
14
Concurrent Investment Advisors
Florida
$1.66M -$29K -1,144 -2%
MCCP
15
Mission Creek Capital Partners
California
$1.37M +$53.3K +2,102 +4%
NA
16
NewEdge Advisors
Louisiana
$1.29M +$561K +22,156 +77%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$1.02M -$496K -19,575 -33%
Jane Street
18
Jane Street
New York
$1M +$1M +39,560 New
Citadel Advisors
19
Citadel Advisors
Florida
$896K -$279K -11,022 -24%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$865K +$133K +5,265 +18%
MPCA
21
Madison Park Capital Advisors
Washington
$791K +$791K +31,225 New
AW
22
Atlas Wealth
Ohio
$790K +$790K +31,189 New
SWP
23
Stratos Wealth Partners
Ohio
$653K +$16.7K +660 +3%
PAG
24
Private Advisor Group
New Jersey
$499K +$207K +8,155 +71%
SA
25
Sanctuary Advisors
Indiana
$217K +$217K +8,550 New

TUSI Hedge Fund Activity: Q2 2025 in Review

29 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Touchstone Ultra Short Income ETF (TUSI) for Q2 2025, worth a combined $121M — up 27% from $94.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TUSI positions and 1 closed out — a net gain of 9 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Steward Partners Investment Advisory, adding an estimated $7.01M. The largest seller was Raymond James Financial, cutting an estimated $2.47M.

  • 29 institutional investors held Touchstone Ultra Short Income ETF (TUSI) as of Q2 2025, up from 20 in Q1 2025.
  • Funds reported $121M of Touchstone Ultra Short Income ETF stock for Q2 2025, up 27% quarter-over-quarter.
  • 10 funds opened new Touchstone Ultra Short Income ETF positions in Q2 2025 and 1 closed out, a net change of +9 holders.
  • The largest Touchstone Ultra Short Income ETF buyer in Q2 2025 was Steward Partners Investment Advisory, an estimated $7.01M added.
  • The largest Touchstone Ultra Short Income ETF seller in Q2 2025 was Raymond James Financial, an estimated $2.47M sold.

Based on aggregated 13F filings for Q2 2025.