TPHD icon

Timothy Plan High Dividend Stock ETF
TPHD

Overview Fund Activity

73 hedge funds and large institutions have $102M invested in Timothy Plan High Dividend Stock ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 10 closing their positions.

Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
25
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$13.9M
2
BFS
2
Bare Financial Services
Pennsylvania
$2.34M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.69M
4
SFSG
4
Sound Financial Strategies Group
Mississippi
$855K
5
KP
5
Keel Point
Alabama
$1.1M

Top Sellers

1
AI
1
Atria Investments
North Carolina
$3.96M
2
OFS
2
OneAscent Financial Services
Alabama
$0
3
OWM
3
OneAscent Wealth Management
Alabama
$0
4
FAM
4
Frontier Asset Management
Wyoming
$5.61M
5
JWCA
5
J.W. Cole Advisors
Florida
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
76
PFG Investments
New York
– -$906K -25,058 Closed
SIC
77
Sigma Investment Counselors
Michigan
– -$563K -15,558 Closed
AC
78
AIFG Consultants
New York
– -$311K -8,604 Closed
RJA
79
Raymond James & Associates
Florida
– -$243K -6,704 Closed
WMWM
80
Whitaker-Myers Wealth Managers
Ohio
– -$206K -5,701 Closed
IGWM
81
ICA Group Wealth Management
Colorado
– -$157K -4,335 Closed
SAM
82
Smartleaf Asset Management
Massachusetts
– -$2.01K -56 Closed
Morgan Stanley
83
Morgan Stanley
New York
– -$62 -1 Closed
1 2 3
4