Touchstone Ultra Short IncomTUSIETF

13F holders, Q2 2024 (June 30)
5holders −3
1new positions
4sold out
$25.25avg. 13F price*

At the end of Q2 2024, 5 institutions reported holding Touchstone Ultra Short Incom (TUSI) in their 13F filings, down 3 from Q1 2024. 1 opened new positions and 4 sold out. The largest holders were Fort Washington Investment Advisors Inc. ($52.8M), Retirement Planning Group, LLC ($4.2M) and Jane Street Group, LLC ($1.8M).

Company
Touchstone Ultra Short Incom
CUSIP
89157W301
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 8Q1 2024Q2 2024: 5Q2 2024Q3 2024: 7Q3 2024Q4 2024: 19Q4 2024Q1 2025: 20Q1 2025Q2 2025: 29Q2 2025Q3 2025: 32Q3 2025Q4 2025: 45Q4 2025Q1 2026: 53Q1 2026Q2 2026: 68Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions1$1.1M
Exits4$2.2M

All 13F filers, Q1 2024 → Q2 2024: 58,026 shares bought and 92,502 shares sold, net −34,476 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Fort Washington Investment Advisors Inc. 0.34% Add +0.0% 2,092,152 $52.8M
Retirement Planning Group, LLC 0.27% Add +0.1% 165,838 $4.2M
Jane Street Group, LLC 0.00% Add +25.0% 71,858 $1.8M
Osaic Holdings, Inc. 0.00% New 43,278 $1.1M
Janney Montgomery Scott LLC 0.00% Reduce -15.3% 40,167 $1.0M

"% of holder's portfolio" is TUSI's weight in each manager's 13F, not the share of Touchstone Ultra Short Incom the manager owns.