Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TOUCHSTONE ETF TRUST (TDI)

30 + Investors. Track Smart Money conviction in TDI. 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
↑ +15
Streak
4Q ▲
Buyers last Q
87%

Smart Money Signals — TDI

Based on 30 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
30 hedge funds hold TDI right now — the highest count in 2.5 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 — +200% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+200% 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 — 87% buying

26 buying4 selling
Last quarter: 26 funds were net buyers (17 opened a brand new position + 9 added to an existing one). Only 4 were sellers (2 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new TDI position: 4 → 4 → 2 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 73% entered in last year

7% conviction (2yr+) 20% medium 73% new
Only 2 funds (7%) 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 +449% but shares only +426% — price-driven

Value
+449%
Shares
+426%
Last quarter: the total dollar value of institutional holdings rose +449%, but actual share count only changed +426%. 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

2 → 4 → 4 → 2 → 17 new funds/Q
New funds entering each quarter: 4 → 4 → 2 → 17. 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 — 80% of holders entered in last year

10% veterans 10% 1-2yr 80% new
Of 30 current holders: 24 (80%) entered in the past year, only 3 (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.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
5 of 30 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in TDI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
6.5
out of 10
Moderate Exit Risk
Exit risk score 6.5/10 — 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 — TDI

In 2026 Q1, 26 hedge funds were net buyers of TDI (17 opened a new position, 9 added to an existing one), while 4 reduced or exited (2 trimmed, 2 sold completely) — a 87% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 42% of total institutional value in TDI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 30.

Hedge Fund Ownership: TDI

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

Market Analysis: TDI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TDI

-- --

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

Is It Too Late to Buy TOUCHSTONE ETF TRUST (TDI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TDI has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 52d ago
TDI
+10.8%
SPY
+14.0%

TDI outperformed SPY by -3.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 7d ago
TDI
+1.6%
SPY
+0.3%

Since the filing became public, TDI outperformed SPY by +1.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: TDI
30 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 30 15 100.0%
13F Shares 2M 326K 426.12%
Total Value $69M $13M 449.11%
New Positions 17 2 +15
Increased Positions 9 8 +1
Closed Positions 2 1 +1
Reduced Positions 2 3 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TDI

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Financial Highlights

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Institutional Holders (2026 Q1)

30 + 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:
Top 25 institutional holders of TDI — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RPS ADVISORY SOLUTIONS LLC 1.88% 80,520 $3.3M
2 MOODY NATIONAL BANK TRUST DIVISION 0.31% 78,913 $3.3M
3 Golden State Wealth Management, LLC 0.18% 40,093 $1.7M
4 Ascentis Independent Advisors 0.17% 54,453 $2.2M
5 Cornerstone Wealth Management, LLC 0.10% 49,448 $2.0M
6 Atlas Wealth LLC 0.09% 12,845 $312K
7 Gladstone Institutional Advisory LLC 0.06% 42,108 $1.7M
8 FLOW TRADERS U.S. LLC 0.03% 23,510
9 Integrated Advisors Network LLC 0.02% 11,337 $468K
10 Intentional Wealth Strategies, LLC 0.02% 487 $20K
11 Steward Partners Investment Advisory, LLC 0.02% 84,933 $3.5M
12 Independent Advisor Alliance 0.01% 23,168 $955K
13 LPL Financial LLC 0.01% 682,255 $28.1M
14 Mutual Advisors, LLC 0.01% 7,967 $329K
15 ELEVATION POINT WEALTH PARTNERS, LLC 0.01% 7,240 $299K
16 STIFEL FINANCIAL CORP 0.01% 172,753 $7.1M
17 Private Advisor Group, LLC 0.00% 25,240 $1.0M
18 PRIVATE TRUST CO NA 0.00% 922 $38K
19 Vestmark Advisory Solutions, Inc. 0.00% 7,240 $299K
20 RAYMOND JAMES FINANCIAL INC 0.00% 234,218 $9.7M
21 Keating Financial Advisory Services, Inc. 0.00% 247 $10K
22 OSAIC HOLDINGS, INC. 0.00% 26,610 $1.1M
23 Kestra Advisory Services, LLC 0.00% 10,080 $416K
24 Janney Montgomery Scott LLC 0.00% 7,328
25 JANE STREET GROUP, LLC 0.00% 28,275 $1.2M
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 — 4 quarters in a row: For 4 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 — 87% buying: Last quarter: 26 funds were net buyers (17 opened a brand new position + 9 added to an existing one). Only 4 were sellers (2 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TDI holders?

Elite ownership — 42% AUM from top-100 funds: 5 of 30 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in TDI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TDI?

Mostly new holders — 73% entered in last year: Only 2 funds (7%) 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.

Is it too late to buy TOUCHSTONE ETF TRUST (TDI) following the 2026 Q1 hedge fund 13F filings?

As of today, TDI has moved +1.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +1.3%. Since the quarter end (March 31, 2026), TDI has gained +10.8% vs +14.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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