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Touchstone Strategic Income Opportunities ETF (SIO) Institutional Ownership

$25.58 +0.03 (+0.12%)
As of 04/17/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Touchstone Strategic Income Opportunities ETF (NYSEARCA:SIO)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$12.73M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$881.07K
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SIO Institutional Buying and Selling by Quarter

Touchstone Strategic Income Opportunities ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 Janney Montgomery Scott LLC238,468$6.15M0.0%-1.9%3.188%
4/16/2025 Fort Washington Investment Advisors Inc. OH5,455,966$140.66M0.9%+2.1%74.433%
2/13/2025Envestnet Asset Management Inc.11,571$294K0.0%+4.0%0.282%
2/10/2025Thrivent Financial for Lutherans20,486$531K0.0%N/A0.500%
2/4/2025Acorn Wealth Advisors LLC55,248$1.40M0.6%N/A1.348%
1/24/2025Oregon Pacific Wealth Management LLC59,287$1.51M1.5%N/A1.446%
1/23/2025Hantz Financial Services Inc.1,531$39K0.0%N/A0.037%
1/17/2025 Janney Montgomery Scott LLC243,080$6.18M0.0%N/A5.929%
1/17/2025 Fort Washington Investment Advisors Inc. OH5,342,807$135.74M0.8%-0.6%130.312%
11/15/2024MML Investors Services LLC11,610$307K0.0%+21.5%0.283%
7/30/2024 Fort Washington Investment Advisors Inc. OH4,081,525$102.98M0.7%+0.1%99.549%
1/17/2024 Fort Washington Investment Advisors Inc. OH4,031,595$101.71M0.7%+0.1%98.332%
7/28/2023 Fort Washington Investment Advisors Inc. OH4,025,595$99.24M0.7%+0.3%98.185%
4/28/2023 Fort Washington Investment Advisors Inc. OH4,012,911$100.06M0.8%-0.3%97.876%
1/30/2023 Fort Washington Investment Advisors Inc. OH4,025,822$98.89M0.8%+0.6%98.191%
(Data available from 1/1/2016 forward)

SIO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SIO shares?

During the previous two years, the following institutional investors and hedge funds held shares of Touchstone Strategic Income Opportunities ETF shares: Fort Washington Investment Advisors Inc. OH ($140.66M), Janney Montgomery Scott LLC ($6.15M), Oregon Pacific Wealth Management LLC ($1.51M), Acorn Wealth Advisors LLC ($1.40M), Thrivent Financial for Lutherans ($531K), MML Investors Services LLC ($307K), and Envestnet Asset Management Inc. ($294K).Learn more on SIO's institutional investors.

Which institutional investors have been buying Touchstone Strategic Income Opportunities ETF stock?

The following institutional investors have purchased Touchstone Strategic Income Opportunities ETF stock in the last 24 months: Janney Montgomery Scott LLC ($243.08K), Fort Washington Investment Advisors Inc. OH ($135.84K), Oregon Pacific Wealth Management LLC ($59.29K), Acorn Wealth Advisors LLC ($55.25K), Thrivent Financial for Lutherans ($20.49K), MML Investors Services LLC ($2.06K), and Hantz Financial Services Inc. ($1.53K).

How much institutional buying is happening at Touchstone Strategic Income Opportunities ETF?

Institutional investors have bought a total of 517,977 shares in the last 24 months. This purchase volume represents approximately $13.19M in transactions.

Which Touchstone Strategic Income Opportunities ETF major shareholders have been selling company stock?

The following institutional investors have sold Touchstone Strategic Income Opportunities ETF stock in the last 24 months: Fort Washington Investment Advisors Inc. OH ($42.91K), and Janney Montgomery Scott LLC ($4.61K).

How much institutional selling is happening at Touchstone Strategic Income Opportunities ETF?

Institutional investors have sold a total of 47,518 shares in the last 24 months. This volume of shares sold represents approximately $1.20M in transactions.



This page (NYSEARCA:SIO) was last updated on 4/20/2025 by MarketBeat.com Staff
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