Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Touchstone ETF Trust (TUSI)

68 + Investors. Track Smart Money conviction in TUSI. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
7Q ▲
Buyers last Q
70%

Smart Money Signals — TUSI

Based on 52 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added TUSI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
52 hedge funds hold TUSI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +160% more funds vs a year ago

fund count last 6Q
+32 new funds entered over the past year (+160% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 70% buying

37 buying16 selling
Last quarter: 37 funds were net buyers (12 opened a brand new position + 25 added to an existing one). Only 16 were sellers (12 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 8 → 17 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 58% entered in last year

8% conviction (2yr+) 35% medium 58% new
Only 4 funds (8%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

7 → 8 → 8 → 17 → 12 new funds/Q
New funds entering each quarter: 8 → 8 → 17 → 12. A growing number of institutions are discovering TUSI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 73% of holders entered in last year

8% veterans 19% 1-2yr 73% new
Of 52 current holders: 38 (73%) entered in the past year, only 4 (8%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
5 of 52 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.3
out of 10
Moderate Exit Risk
Exit risk score 6.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TUSI

In 2026 Q1, 37 hedge funds were net buyers of TUSI (12 opened a new position, 25 added to an existing one), while 16 reduced or exited (12 trimmed, 4 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. 20% of total institutional value in TUSI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 52.

Hedge Fund Ownership: TUSI

How many hedge funds hold TUSI — quarterly history vs. share price
Quarterly hedge fund ownership of TUSI vs. share price

Market Analysis: TUSI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TUSI

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 3 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: TUSI
68 + Investors

Track Smart Money conviction in TUSI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 68 52 30.77%
13F Shares 18M 12M 46.27%
Total Value $434M $296M 46.52%
New Positions 21 12 +9
Increased Positions 33 25 +8
Closed Positions 5 4 +1
Reduced Positions 11 12 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TUSI

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Institutional Holders (2026 Q2)

68 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TUSI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 TUSI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rhl Group, LLC 10.63% 511,259 $12.8M
2 Teucrium Investment Advisors, LLC 6.19% 275,538 $7.0M
3 Rps Advisory Solutions LLC 2.96% 177,568 $4.5M
4 Ffg Retirement Advisors LLC 2.58% 192,840 $4.9M
5 Puff Wealth Management, LLC 1.10% 42,663 $1.1M
6 Madison Park Capital Advisors, LLC 0.91% 22,684 $1.3M
7 Hamilton Wealth, LLC 0.78% 167,664 $4.2M
8 Allen Capital Group, LLC 0.77% 372,475 $9.4M
9 Parkway Wealth Management Group, LLC 0.74% 253,199 $6.4M
10 Guilbault Capital LLC 0.34% 13,227 $334K
11 Fort Washington Investment Advisors Inc /Oh/ 0.33% 2,562,900 $64.7M
12 Retirement Planning Group, LLC 0.30% 473,334 $12.0M
13 Atlas Wealth LLC 0.29% 80,174 $2.0M
14 Total Clarity Wealth Management, Inc. 0.28% 56,603 $1.4M
15 Bolthouse Investments, LLC 0.26% 12,709 $321K
16 Northwest Financial Advisors 0.19% 57,197 $1.4M
17 Mission Creek Capital Partners, Inc. 0.19% 42,004 $1.1M
18 Coppell Advisory Solutions LLC 0.15% 118,646 $1.8M
19 Stratos Wealth Partners, LTD. 0.13% 530,548 $13.4M
20 Integrated Wealth Concepts LLC 0.12% 993,483 $25.1M
21 J. M. Brown & Associates Inc. 0.12% 8,184 $207K
22 Forge Financial Services LLC 0.12% 53,967 $1.4M
23 Brookwood Investment Group LLC 0.12% 40,900 $1.0M
24 Steward Partners Investment Advisory, LLC 0.10% 742,645 $18.8M
25 Elevation Point Wealth Partners, LLC 0.07% 157,937 $4.0M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Touchstone ETF Trust (TUSI)

What does the Smart Money Trend signal show for TUSI?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added TUSI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TUSI?

More buyers than sellers — 70% buying: Last quarter: 37 funds were net buyers (12 opened a brand new position + 25 added to an existing one). Only 16 were sellers (12 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TUSI holders?

Strong quality — 20% AUM from major funds: 5 of 52 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held TUSI?

Mostly new holders — 58% entered in last year: Only 4 funds (8%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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