Timothy Plan High Dividend Stock ETF
TPHD
53 hedge funds and large institutions have $79.2M invested in Timothy Plan High Dividend Stock ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
286% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 7
17% more capital invested
Capital invested by funds: $67.8M → $79.2M (+$11.3M)
10% more funds holding
Funds holding: 48 → 53 (+5)
1.19% more ownership
Funds ownership: 43.2% → 44.39% (+1.2%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.18M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$475K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$421K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$388K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$326K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.17M |
| 2 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$308K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$103K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$81.4K |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$49.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FA
51
Fiduciary Alliance
Greenville,
South Carolina
| $2.71K | +$2.67K | +87 | New |
|
|
NA
52
NewEdge Advisors
New Orleans,
Louisiana
| $266 | – | – | – |
|
53
Wells Fargo
San Francisco,
California
| $31 | – | – | – |
|
|
SOS
54
Silver Oak Securities
Jackson,
Tennessee
| – | -$49.6K | -1,620 | Closed |
|
|
TCOV
55
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$3K | -123 | Closed |
|
TPHD Hedge Fund Activity: Q4 2022 in Review
53 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan High Dividend Stock ETF (TPHD) for Q4 2022, worth a combined $79.2M — up 17% from $67.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new TPHD positions and 2 closed out — a net gain of 7 holders — while 27 added to existing stakes and 7 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $1.18M. The largest seller was Susquehanna International Group, cutting an estimated $1.17M.
- 53 institutional investors held Timothy Plan High Dividend Stock ETF (TPHD) as of Q4 2022, up from 48 in Q3 2022.
- Funds reported $79.2M of Timothy Plan High Dividend Stock ETF stock for Q4 2022, up 17% quarter-over-quarter.
- 9 funds opened new Timothy Plan High Dividend Stock ETF positions in Q4 2022 and 2 closed out, a net change of +7 holders.
- The largest Timothy Plan High Dividend Stock ETF buyer in Q4 2022 was Cambridge Investment Research Advisors, an estimated $1.18M added.
- The largest Timothy Plan High Dividend Stock ETF seller in Q4 2022 was Susquehanna International Group, an estimated $1.17M sold.
Based on aggregated 13F filings for Q4 2022.