Timothy Plan High Dividend Stock ETF
TPHD
66 hedge funds and large institutions have $114M invested in Timothy Plan High Dividend Stock ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 8 reducing their positions, and 6 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 8
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
51% more capital invested
Capital invested by funds: $75.6M → $114M (+$38.6M)
15.33% more ownership
Funds ownership: 40.35% → 55.69% (+15%)
8% more funds holding
Funds holding: 61 → 66 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$16.6M |
| 2 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$9.06M |
| 3 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
+$7.84M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.53M |
| 5 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$528K |
| 2 |
Jane Street
New York
|
-$437K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$230K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$189K |
| 5 |
DI
Disciplined Investments
Tulsa,
Oklahoma
|
-$186K |
TPHD Hedge Fund Activity: Q3 2023 in Review
66 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan High Dividend Stock ETF (TPHD) for Q3 2023, worth a combined $114M — up 51% from $75.6M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new TPHD positions and 6 closed out — a net gain of 5 holders — while 36 added to existing stakes and 8 trimmed.
The largest buyer was Atria Investments, adding an estimated $16.6M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $528K sold.
- 66 institutional investors held Timothy Plan High Dividend Stock ETF (TPHD) as of Q3 2023, up from 61 in Q2 2023.
- Funds reported $114M of Timothy Plan High Dividend Stock ETF stock for Q3 2023, up 51% quarter-over-quarter.
- 11 funds opened new Timothy Plan High Dividend Stock ETF positions in Q3 2023 and 6 closed out, a net change of +5 holders.
- The largest Timothy Plan High Dividend Stock ETF buyer in Q3 2023 was Atria Investments, an estimated $16.6M added.
- The largest Timothy Plan High Dividend Stock ETF seller in Q3 2023 was Arete Wealth Advisors, an estimated $528K sold.
Based on aggregated 13F filings for Q3 2023.