Timothy Plan High Dividend Stock ETF
TPHD
44 hedge funds and large institutions have $90M invested in Timothy Plan High Dividend Stock ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
163% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 8
69% more capital invested
Capital invested by funds: $53.4M → $90M (+$36.6M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
26% more funds holding
Funds holding: 35 → 44 (+9)
18.18% more ownership
Funds ownership: 35.16% → 53.33% (+18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$21.3M |
| 2 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
+$10.4M |
| 3 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$8.77M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFSG
Sound Financial Strategies Group
Madison,
Mississippi
|
-$2.77M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.33M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$303K |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$272K |
| 5 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$218K |
TPHD Hedge Fund Activity: Q2 2022 in Review
44 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan High Dividend Stock ETF (TPHD) for Q2 2022, worth a combined $90M — up 69% from $53.4M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new TPHD positions and 3 closed out — a net gain of 9 holders — while 21 added to existing stakes and 8 trimmed.
The largest buyer was Atria Investments, opening a new position worth an estimated $21.3M. The largest seller was Sound Financial Strategies Group, cutting an estimated $2.77M.
- 44 institutional investors held Timothy Plan High Dividend Stock ETF (TPHD) as of Q2 2022, up from 35 in Q1 2022.
- Funds reported $90M of Timothy Plan High Dividend Stock ETF stock for Q2 2022, up 69% quarter-over-quarter.
- 12 funds opened new Timothy Plan High Dividend Stock ETF positions in Q2 2022 and 3 closed out, a net change of +9 holders.
- The largest Timothy Plan High Dividend Stock ETF buyer in Q2 2022 was Atria Investments, an estimated $21.3M added.
- The largest Timothy Plan High Dividend Stock ETF seller in Q2 2022 was Sound Financial Strategies Group, an estimated $2.77M sold.
Based on aggregated 13F filings for Q2 2022.