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Touchstone Ultra Short Income ETF

45 hedge funds and large institutions have $227M invested in Touchstone Ultra Short Income ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 2

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

49% more capital invested

Capital invested by funds: $153M → $227M (+$74.5M)

41% more funds holding

Funds holding: 3245 (+13)

10.12% more ownership

Funds ownership: 66.54%76.66% (+10%)

Holders
45
Holders Change
+13
Holders Change %
+40.63%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
16
Increased
26
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
1
Fort Washington Investment Advisors
Ohio
$60.2M +$4.48M +176,320 +8%
LPL Financial
2
LPL Financial
California
$26.9M +$12.1M +475,275 +81%
Raymond James Financial
3
Raymond James Financial
Florida
$21.9M +$8.02M +315,971 +58%
SPIA
4
Steward Partners Investment Advisory
New York
$20.4M +$10.2M +399,892 +99%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15.2M +$4.97M +195,826 +48%
TIA
6
Teucrium Investment Advisors
Vermont
$8.04M +$8.06M +317,373 New
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$6.4M +$873K +34,402 +16%
PAG
8
Private Advisor Group
New Jersey
$5.98M +$1.27M +49,929 +27%
RAS
9
RPS Advisory Solutions
Kentucky
$5.37M +$179K +7,055 +3%
MYIA
10
Mount Yale Investment Advisors
Colorado
$4.77M +$4.78M +188,423 New
PWM
11
Parkway Wealth Management
Texas
$4.74M +$4.75M +186,951 New
VAS
12
Vestmark Advisory Solutions
Massachusetts
$4.72M +$4.73M +186,459 New
Osaic Holdings
13
Osaic Holdings
Arizona
$4.06M +$409K +16,104 +11%
AW
14
Atlas Wealth
Ohio
$3.79M +$404K +15,922 +12%
RPGK
15
Retirement Planning Group (Kansas)
Kansas
$3.61M +$382K +15,051 +12%
Stifel Financial
16
Stifel Financial
Missouri
$2.89M +$20.8K +819 +0.7%
CIA
17
Concurrent Investment Advisors
Florida
$2.18M +$71.1K +2,800 +3%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$2.16M +$348K +13,729 +19%
CAS
19
Coppell Advisory Solutions
Texas
$2.08M +$235K +9,248 +13%
NA
20
NewEdge Advisors
Louisiana
$2.04M +$356K +14,036 +21%
EH
21
Equitable Holdings
New York
$1.89M +$455K +17,923 +32%
HW
22
Hamilton Wealth
California
$1.88M +$676K +26,614 +56%
PWM
23
Puff Wealth Management
New Jersey
$1.83M +$1.02M +40,029 +124%
MCCP
24
Mission Creek Capital Partners
California
$1.63M +$91.5K +3,603 +6%
FRA
25
FFG Retirement Advisors
Colorado
$1.51M -$15.9K -628 -1%