Timothy Plan High Dividend Stock ETF
TPHD
86 hedge funds and large institutions have $119M invested in Timothy Plan High Dividend Stock ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 8 closing their positions.
163% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 8
52% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 23
16% more funds holding
Funds holding: 74 → 86 (+12)
9% more capital invested
Capital invested by funds: $109M → $119M (+$9.99M)
4.78% more ownership
Funds ownership: 45.3% → 50.08% (+4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$3.12M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$2.61M |
| 3 |
VA
Vident Advisory
Alpharetta,
Georgia
|
+$2.02M |
| 4 |
SG
StoneX Group
New York
|
+$1.75M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$717K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.91M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$1.22M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$576K |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$374K |
| 5 |
FAM
Frontier Asset Management
Sheridan,
Wyoming
|
-$250K |
TPHD Hedge Fund Activity: Q4 2024 in Review
86 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan High Dividend Stock ETF (TPHD) for Q4 2024, worth a combined $119M — up 9.1% from $109M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new TPHD positions and 8 closed out — a net gain of 13 holders — while 35 added to existing stakes and 23 trimmed.
The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $3.12M. The largest seller was Atria Investments, cutting an estimated $1.91M.
- 86 institutional investors held Timothy Plan High Dividend Stock ETF (TPHD) as of Q4 2024, up from 74 in Q3 2024.
- Funds reported $119M of Timothy Plan High Dividend Stock ETF stock for Q4 2024, up 9.1% quarter-over-quarter.
- 21 funds opened new Timothy Plan High Dividend Stock ETF positions in Q4 2024 and 8 closed out, a net change of +13 holders.
- The largest Timothy Plan High Dividend Stock ETF buyer in Q4 2024 was OneAscent Financial Services, an estimated $3.12M added.
- The largest Timothy Plan High Dividend Stock ETF seller in Q4 2024 was Atria Investments, an estimated $1.91M sold.
Based on aggregated 13F filings for Q4 2024.