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Touchstone Ultra Short Income ETF

32 hedge funds and large institutions have $153M invested in Touchstone Ultra Short Income ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

27% more capital invested

Capital invested by funds: $121M → $153M (+$32.1M)

10% more funds holding

Funds holding: 2932 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.48% less ownership

Funds ownership: 70.02%66.54% (-3.5%)

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
17
Reduced
6
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
$55.8M +$118K +4,660 +0.2%
LPL Financial
2
LPL Financial
California
$14.9M +$6.09M +239,865 +69%
Raymond James Financial
3
Raymond James Financial
Florida
$13.9M +$9.86M +388,336 +242%
SPIA
4
Steward Partners Investment Advisory
New York
$10.3M +$3.24M +127,549 +46%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.3M +$3.75M +147,604 +57%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$5.53M +$1.42M +55,900 +34%
RAS
7
RPS Advisory Solutions
Kentucky
$5.2M +$991K +39,054 +24%
PAG
8
Private Advisor Group
New Jersey
$4.72M +$4.22M +166,264 +844%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.65M -$400K -15,768 -10%
AW
10
Atlas Wealth
Ohio
$3.39M +$2.6M +102,402 +328%
RPGK
11
Retirement Planning Group (Kansas)
Kansas
$3.24M -$671K -26,431 -17%
Stifel Financial
12
Stifel Financial
Missouri
$2.87M +$408K +16,087 +17%
CIA
13
Concurrent Investment Advisors
Florida
$2.11M +$457K +18,000 +28%
CAS
14
Coppell Advisory Solutions
Texas
$1.85M -$254K -9,988 -12%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$1.81M +$796K +31,365 +78%
NA
16
NewEdge Advisors
Louisiana
$1.69M +$399K +15,730 +31%
MCCP
17
Mission Creek Capital Partners
California
$1.54M +$161K +6,340 +12%
FRA
18
FFG Retirement Advisors
Colorado
$1.53M -$2.12M -83,636 -58%
EH
19
Equitable Holdings
New York
$1.44M +$1.44M +56,849 New
HW
20
Hamilton Wealth
California
$1.21M +$1.21M +47,591 New
CWM
21
Cornerstone Wealth Management
Missouri
$1.12M +$1.12M +44,263 New
MPCA
22
Madison Park Capital Advisors
Washington
$823K +$31.2K +1,229 +4%
PWM
23
Puff Wealth Management
New Jersey
$822K +$823K +32,410 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$764K -$102K -4,001 -12%
WWM
25
Western Wealth Management
Colorado
$718K +$719K +28,308 New

TUSI Hedge Fund Activity: Q3 2025 in Review

32 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Touchstone Ultra Short Income ETF (TUSI) for Q3 2025, worth a combined $153M — up 27% from $121M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TUSI positions and 5 closed out — a net gain of 3 holders — while 17 added to existing stakes and 6 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $9.86M. The largest seller was Wedbush Securities, exiting entirely with an estimated $3.04M sold.

  • 32 institutional investors held Touchstone Ultra Short Income ETF (TUSI) as of Q3 2025, up from 29 in Q2 2025.
  • Funds reported $153M of Touchstone Ultra Short Income ETF stock for Q3 2025, up 27% quarter-over-quarter.
  • 8 funds opened new Touchstone Ultra Short Income ETF positions in Q3 2025 and 5 closed out, a net change of +3 holders.
  • The largest Touchstone Ultra Short Income ETF buyer in Q3 2025 was Raymond James Financial, an estimated $9.86M added.
  • The largest Touchstone Ultra Short Income ETF seller in Q3 2025 was Wedbush Securities, an estimated $3.04M sold.

Based on aggregated 13F filings for Q3 2025.