Timothy Plan High Dividend Stock ETF
TPHD
28 hedge funds and large institutions have $21.2M invested in Timothy Plan High Dividend Stock ETF in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 2 closing their positions.
114% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 7
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
16% more capital invested
Capital invested by funds: $18.3M → $21.2M (+$2.89M)
4% more funds holding
Funds holding: 27 → 28 (+1)
0.34% more ownership
Funds ownership: 16.79% → 17.13% (+0.34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$1.39M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.29M |
| 3 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$926K |
| 4 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$735K |
| 5 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$209K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
-$3.72M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$947K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$241K |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$82.5K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$80K |
TPHD Hedge Fund Activity: Q4 2020 in Review
28 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan High Dividend Stock ETF (TPHD) for Q4 2020, worth a combined $21.2M — up 16% from $18.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TPHD positions and 2 closed out — a net gain of 1 holder — while 15 added to existing stakes and 7 trimmed.
The largest buyer was J.W. Cole Advisors, opening a new position worth an estimated $1.39M. The largest seller was Faithward Advisors, exiting entirely with an estimated $3.72M sold.
- 28 institutional investors held Timothy Plan High Dividend Stock ETF (TPHD) as of Q4 2020, up from 27 in Q3 2020.
- Funds reported $21.2M of Timothy Plan High Dividend Stock ETF stock for Q4 2020, up 16% quarter-over-quarter.
- 3 funds opened new Timothy Plan High Dividend Stock ETF positions in Q4 2020 and 2 closed out, a net change of +1 holder.
- The largest Timothy Plan High Dividend Stock ETF buyer in Q4 2020 was J.W. Cole Advisors, an estimated $1.39M added.
- The largest Timothy Plan High Dividend Stock ETF seller in Q4 2020 was Faithward Advisors, an estimated $3.72M sold.
Based on aggregated 13F filings for Q4 2020.