Timothy Plan High Dividend Stock ETF
TPHD
61 hedge funds and large institutions have $75.6M invested in Timothy Plan High Dividend Stock ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 5 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 10
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
15% more funds holding
Funds holding: 53 → 61 (+8)
3% more capital invested
Capital invested by funds: $73.4M → $75.6M (+$2.27M)
0.93% more ownership
Funds ownership: 39.43% → 40.35% (+0.93%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$930K |
| 3 |
FAM
Frontier Asset Management
Sheridan,
Wyoming
|
+$688K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$678K |
| 5 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$516K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$4.15M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.07M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$817K |
| 4 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$772K |
| 5 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
-$676K |
TPHD Hedge Fund Activity: Q2 2023 in Review
61 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan High Dividend Stock ETF (TPHD) for Q2 2023, worth a combined $75.6M — up 3.1% from $73.4M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new TPHD positions and 5 closed out — a net gain of 8 holders — while 30 added to existing stakes and 10 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.5M. The largest seller was Creative Financial Designs, cutting an estimated $4.15M.
- 61 institutional investors held Timothy Plan High Dividend Stock ETF (TPHD) as of Q2 2023, up from 53 in Q1 2023.
- Funds reported $75.6M of Timothy Plan High Dividend Stock ETF stock for Q2 2023, up 3.1% quarter-over-quarter.
- 13 funds opened new Timothy Plan High Dividend Stock ETF positions in Q2 2023 and 5 closed out, a net change of +8 holders.
- The largest Timothy Plan High Dividend Stock ETF buyer in Q2 2023 was LPL Financial, an estimated $3.5M added.
- The largest Timothy Plan High Dividend Stock ETF seller in Q2 2023 was Creative Financial Designs, an estimated $4.15M sold.
Based on aggregated 13F filings for Q2 2023.