Touchstone ETF Trust (TDI) Hedge Fund Ownership (Q2 2026)

Touchstone ETF Trust (TDI)

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

Smart Money Signals — TDI

Based on 41 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 consecutive quarters, more hedge funds added TDI 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

41 hedge funds hold TDI right now — the highest count in 2.8 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 — +215% more funds vs a year ago

fund count last 6Q

+28 new funds entered over the past year (+215% 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 — 72% buying

34 buying13 selling

Last quarter: 34 funds were net buyers (18 opened a brand new position + 16 added to an existing one). Only 13 were sellers (6 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 4 → 2 → 17 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 68% entered in last year

■ 5% conviction (2yr+) ■ 27% medium ■ 68% new

Only 2 funds (5%) 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.

💰

Value +275% but shares only +251% — price-driven

Value

+274%

+251%

Last quarter: the total dollar value of institutional holdings rose +275%, but actual share count only changed +251%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

4 → 4 → 2 → 17 → 18 new funds/Q

New funds entering each quarter: 4 → 2 → 17 → 18. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 83% of holders entered in last year

■ 10% veterans ■ 7% 1-2yr ■ 83% new

Of 41 current holders: 34 (83%) entered in the past year, only 4 (10%) 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 — 34% AUM from major funds

34% from top-100 AUM funds

9 of 41 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

6.7

out of 10

Moderate Exit Risk

Exit risk score 6.7/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	41	30	36.67%
13F Shares	6M	2M	250.99%
Total Value	$259M	$69M	274.57%
New Positions	18	17	+1
Increased Positions	16	9	+7
Closed Positions	7	2	+5
Reduced Positions	6	2	+4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

36.67%

13F Shares

250.99%

Total Value

$259M

$69M

274.57%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

41 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 TDI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Intentional Wealth Strategies, LLC	6.47%	153,508	$6.9M
2	Tulsa Wealth Advisors, INC	3.62%	572,765	$25.7M
3	Rps Advisory Solutions LLC	2.43%	81,803	$3.7M
4	Tidemark, LLC	1.38%	136,611	$6.1M
5	Moody National Bank Trust Division	0.32%	86,072	$3.9M
6	BXM Wealth LLC	0.16%	6,550	$294K
7	Golden State Wealth Management, LLC	0.16%	38,929	$1.7M
8	Trilogy Capital Inc.	0.12%	69,974	$3.1M
9	Cornerstone Wealth Management, LLC	0.11%	55,202	$2.5M
10	Stratos Wealth Partners, LTD.	0.10%	222,734	$10.0M
11	Private Advisor Group, LLC	0.10%	484,562	$21.8M
12	Atlas Wealth LLC	0.08%	12,316	$553K
13	Gladstone Institutional Advisory LLC	0.07%	49,958	$2.2M
14	Steward Partners Investment Advisory, LLC	0.03%	152,353	$6.8M
15	Mml Investors Services, LLC	0.02%	268,798	$12.1M
16	Advisory Services Network, LLC	0.02%	36,011	$1.6M
17	LPL Financial LLC	0.01%	1,424,701	$64.0M
18	Mutual Advisors, LLC	0.01%	16,764	$753K
19	Raymond James Financial Inc	0.01%	1,057,056	$47.5M
20	Integrated Advisors Network LLC	0.01%	5,740	$258K
21	Rockefeller Capital Management L.P.	0.01%	153,384	$6.9M
22	Stifel Financial Corp	0.01%	244,508	$11.0M
23	NewEdge Advisors, LLC	0.01%	50,300	$2.3M
24	Elevation Point Wealth Partners, LLC	0.01%	7,365	$331K
25	Private Trust Co NA	0.01%	1,687	$76K

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 (TDI)

What does the Smart Money Trend signal show for TDI?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added TDI 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 TDI?

More buyers than sellers — 72% buying: Last quarter: 34 funds were net buyers (18 opened a brand new position + 16 added to an existing one). Only 13 were sellers (6 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TDI holders?

Strong quality — 34% AUM from major funds: 9 of 41 holders rank in the top 100 by AUM, accounting for 34% 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 TDI?

Mostly new holders — 68% entered in last year: Only 2 funds (5%) 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.

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Touchstone ETF Trust (TDI)

Smart Money Signals — TDI

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +215% more funds vs a year ago

More buyers than sellers — 72% buying

Steady new buyers — ~18 new funds per quarter

Mostly new holders — 68% entered in last year

Value +275% but shares only +251% — price-driven

Acceleration phase — new buyers rushing in

Early stage — 83% of holders entered in last year

Strong quality — 34% AUM from major funds

Institutional Sentiment Summary — TDI

Hedge Fund Ownership: TDI

Market Analysis: TDI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TDI

Hedge Fund Positioning: TDI

Statistics: TDI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Touchstone ETF Trust (TDI)

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