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Touchstone Ultra Short Income ETF

53 hedge funds and large institutions have $308M invested in Touchstone Ultra Short Income ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

36% more capital invested

Capital invested by funds: $227M → $308M (+$81M)

18% more funds holding

Funds holding: 4553 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.56% less ownership

Funds ownership: 76.66%76.1% (-0.56%)

Holders
53
Holders Change
+8
Holders Change %
+17.78%
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
26
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
1
Fort Washington Investment Advisors
Ohio
$59.1M -$1.14M -44,750 -2%
Raymond James Financial
2
Raymond James Financial
Florida
$52M +$30.2M +1,190,902 +138%
LPL Financial
3
LPL Financial
California
$44.5M +$17.7M +695,663 +65%
SPIA
4
Steward Partners Investment Advisory
New York
$16.1M -$4.33M -170,555 -21%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$13.2M -$2.04M -80,482 -13%
ACG
6
Allen Capital Group
Nebraska
$12.1M +$12.2M +479,836 New
IWC
7
Integrated Wealth Concepts
Massachusetts
$7.95M +$7.76M +305,923 +3,772%
TIA
8
Teucrium Investment Advisors
Vermont
$7.86M -$177K -6,975 -2%
PAG
9
Private Advisor Group
New Jersey
$7.52M +$1.55M +60,909 +26%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$7.22M +$6.92M +272,831 +2,220%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$7.09M +$695K +27,378 +11%
MYIA
12
Mount Yale Investment Advisors
Colorado
$6.22M +$1.45M +57,166 +30%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$6.12M +$1.4M +55,202 +30%
PWM
14
Parkway Wealth Management
Texas
$5.3M +$566K +22,309 +12%
Osaic Holdings
15
Osaic Holdings
Arizona
$5.02M +$969K +38,201 +24%
RAS
16
RPS Advisory Solutions
Kentucky
$4.24M -$1.13M -44,615 -21%
RPGK
17
Retirement Planning Group (Kansas)
Kansas
$3.97M +$355K +13,992 +10%
SWP
18
Stratos Wealth Partners
Ohio
$3.51M +$2.68M +105,696 +322%
FRA
19
FFG Retirement Advisors
Colorado
$2.92M +$1.41M +55,525 +93%
CIA
20
Concurrent Investment Advisors
Florida
$2.88M +$698K +27,500 +32%
Stifel Financial
21
Stifel Financial
Missouri
$2.87M -$14.6K -577 -0.5%
AW
22
Atlas Wealth
Ohio
$2.84M -$952K -37,495 -25%
HW
23
Hamilton Wealth
California
$2.59M +$713K +28,085 +38%
NA
24
NewEdge Advisors
Louisiana
$2.45M +$405K +15,954 +20%
OIA
25
OneDigital Investment Advisors
Kansas
$2.17M +$2.17M +85,684 New