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Touchstone Ultra Short Income ETF (TUSI) Institutional Ownership

$25.39 +0.06 (+0.24%)
As of 02/21/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Touchstone Ultra Short Income ETF (BATS:TUSI)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$13.08M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$2.00M
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TUSI Institutional Buying and Selling by Quarter

Touchstone Ultra Short Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/14/2025 Jane Street Group LLC11,394$288K0.0%N/A0.368%
2/14/2025 Mission Creek Capital Partners Inc.39,263$994K0.2%N/A1.267%
2/14/2025 Integrated Wealth Concepts LLC8,887$225K0.0%-88.9%0.287%
2/13/2025 NewEdge Advisors LLC20,153$510K0.0%N/A0.650%
2/11/2025 LPL Financial LLC55,693$1.41M0.0%+41.6%1.797%
2/6/2025 Steward Partners Investment Advisory LLC1,179$30K0.0%+99.8%0.038%
2/3/2025 Concurrent Investment Advisors LLC29,970$758K0.0%N/A0.967%
1/28/2025 Kingsview Wealth Management LLC9,180$232K0.0%N/A0.296%
1/27/2025 Stratos Wealth Partners LTD.16,580$420K0.0%N/A0.535%
1/22/2025 FFG Retirement Advisors LLC122,401$3.10M2.0%N/A3.948%
1/17/2025 Janney Montgomery Scott LLC153,202$3.88M0.0%+40.5%4.942%
1/17/2025 Fort Washington Investment Advisors Inc. OH2,107,157$53.32M0.3%+2.4%67.973%
11/15/2024 Integrated Wealth Concepts LLC79,834$2.03M0.0%N/A2.575%
10/29/2024 Janney Montgomery Scott LLC109,065$2.77M0.0%+171.5%3.518%
10/10/2024 Retirement Planning Group LLC157,719$4.01M0.2%-4.9%5.088%
5/1/2024 Janney Montgomery Scott LLC47,400$1.20M0.0%+13.4%1.529%
4/11/2024 Fortitude Family Office LLC1,890$48K0.0%N/A0.000%
2/8/2024 Janney Montgomery Scott LLC41,815$1.05M0.0%+177.8%0.000%
1/17/2024 Fort Washington Investment Advisors Inc. OH2,095,377$52.59M0.4%+3.7%0.000%
1/16/2024 Retirement Planning Group LLC165,734$4.16M0.4%N/A0.000%
7/28/2023 Fort Washington Investment Advisors Inc. OH2,020,407$50.41M0.4%+0.3%0.000%
1/30/2023 Fort Washington Investment Advisors Inc. OH2,014,000$50.10M0.4%+5.2%0.000%
(Data available from 1/1/2016 forward)

TUSI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TUSI shares?

During the previous two years, 14 institutional investors and hedge funds held shares of Touchstone Ultra Short Income ETF. The most heavily invested institutionals were Fort Washington Investment Advisors Inc. OH ($53.32M), Retirement Planning Group LLC ($4.01M), Janney Montgomery Scott LLC ($3.88M), FFG Retirement Advisors LLC ($3.10M), LPL Financial LLC ($1.41M), Mission Creek Capital Partners Inc. ($994K), and Concurrent Investment Advisors LLC ($758K).Learn more on TUSI's institutional investors.

Which institutional investors have been buying Touchstone Ultra Short Income ETF stock?

Of the 14 institutional investors that purchased Touchstone Ultra Short Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Retirement Planning Group LLC ($165.73K), Janney Montgomery Scott LLC ($145.39K), Fort Washington Investment Advisors Inc. OH ($131.38K), FFG Retirement Advisors LLC ($122.40K), Integrated Wealth Concepts LLC ($79.83K), Mission Creek Capital Partners Inc. ($39.26K), and Concurrent Investment Advisors LLC ($29.97K).

How much institutional buying is happening at Touchstone Ultra Short Income ETF?

Institutional investors have bought a total of 790,125 shares in the last 24 months. This purchase volume represents approximately $19.95M in transactions.

Which Touchstone Ultra Short Income ETF major shareholders have been selling company stock?

The following institutional investors have sold Touchstone Ultra Short Income ETF stock in the last 24 months: Integrated Wealth Concepts LLC ($70.95K), and Retirement Planning Group LLC ($8.12K).

How much institutional selling is happening at Touchstone Ultra Short Income ETF?

Institutional investors have sold a total of 79,066 shares in the last 24 months. This volume of shares sold represents approximately $2.00M in transactions.



This page (BATS:TUSI) was last updated on 2/22/2025 by MarketBeat.com Staff
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