Timothy Plan High Dividend Stock ETF
TPHD
68 hedge funds and large institutions have $132M invested in Timothy Plan High Dividend Stock ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 5 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 18
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
15% more capital invested
Capital invested by funds: $115M → $132M (+$17M)
1% more funds holding
Funds holding: 67 → 68 (+1)
1.38% more ownership
Funds ownership: 56.25% → 57.63% (+1.4%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$2.37M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.35M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$980K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$665K |
| 5 |
MI
Moneywise Inc
Forest,
Virginia
|
+$659K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$853K |
| 2 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$481K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$412K |
| 4 |
GWP
Gateway Wealth Partners
Appleton,
Wisconsin
|
-$348K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$258K |
TPHD Hedge Fund Activity: Q4 2023 in Review
68 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan High Dividend Stock ETF (TPHD) for Q4 2023, worth a combined $132M — up 15% from $115M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new TPHD positions and 5 closed out — a net gain of 1 holder — while 33 added to existing stakes and 18 trimmed.
The largest buyer was OneAscent Financial Services, adding an estimated $2.37M. The largest seller was Citadel Advisors, cutting an estimated $853K.
- 68 institutional investors held Timothy Plan High Dividend Stock ETF (TPHD) as of Q4 2023, up from 67 in Q3 2023.
- Funds reported $132M of Timothy Plan High Dividend Stock ETF stock for Q4 2023, up 15% quarter-over-quarter.
- 6 funds opened new Timothy Plan High Dividend Stock ETF positions in Q4 2023 and 5 closed out, a net change of +1 holder.
- The largest Timothy Plan High Dividend Stock ETF buyer in Q4 2023 was OneAscent Financial Services, an estimated $2.37M added.
- The largest Timothy Plan High Dividend Stock ETF seller in Q4 2023 was Citadel Advisors, an estimated $853K sold.
Based on aggregated 13F filings for Q4 2023.