Timothy Plan High Dividend Stock ETF
TPHD
20 hedge funds and large institutions have $16M invested in Timothy Plan High Dividend Stock ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and 3 closing their positions.
1,100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
22% more capital invested
Capital invested by funds: $13.2M → $16M (+$2.85M)
11% more funds holding
Funds holding: 18 → 20 (+2)
4.68% more ownership
Funds ownership: 14.35% → 19.03% (+4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$1.71M |
| 2 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
+$1.29M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.12M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.03M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$777K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$543K |
| 2 |
LPL Financial
San Diego,
California
|
-$212K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$33.5K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$24 |
TPHD Hedge Fund Activity: Q1 2020 in Review
20 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan High Dividend Stock ETF (TPHD) for Q1 2020, worth a combined $16M — up 22% from $13.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new TPHD positions and 3 closed out — a net gain of 3 holders — while 12 added to existing stakes and 1 trimmed.
The largest buyer was Creative Financial Designs, adding an estimated $1.71M. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $543K sold.
- 20 institutional investors held Timothy Plan High Dividend Stock ETF (TPHD) as of Q1 2020, up from 18 in Q4 2019.
- Funds reported $16M of Timothy Plan High Dividend Stock ETF stock for Q1 2020, up 22% quarter-over-quarter.
- 6 funds opened new Timothy Plan High Dividend Stock ETF positions in Q1 2020 and 3 closed out, a net change of +3 holders.
- The largest Timothy Plan High Dividend Stock ETF buyer in Q1 2020 was Creative Financial Designs, an estimated $1.71M added.
- The largest Timothy Plan High Dividend Stock ETF seller in Q1 2020 was J.W. Cole Advisors, an estimated $543K sold.
Based on aggregated 13F filings for Q1 2020.