Timothy Plan High Dividend Stock ETF
TPHD
86 hedge funds and large institutions have $118M invested in Timothy Plan High Dividend Stock ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 12 closing their positions.
95% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 20
8% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 12
0% more funds holding
Funds holding: 86 → 86 (0)
1.79% less ownership
Funds ownership: 50.08% → 48.29% (-1.8%)
25% less capital inflows, than outflows
Capital inflows: $14.9M | Capital outflows: $19.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OneAscent Financial Services
Birmingham,
Alabama
|
+$2.73M |
| 2 |
Goldman Sachs
New York
|
+$1.55M |
| 3 |
Strategic Equity Management
Tucson,
Arizona
|
+$1.09M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$931K |
| 5 |
LPL Financial
San Diego,
California
|
+$768K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CreativeOne Wealth
Overland Park,
Kansas
|
-$8.37M |
| 2 |
LVZ Inc
Holland,
Michigan
|
-$2.33M |
| 3 |
Vident Advisory
Alpharetta,
Georgia
|
-$1.95M |
| 4 |
Keel Point
Huntsville,
Alabama
|
-$1.5M |
| 5 |
Atria Investments
Charlotte,
North Carolina
|
-$1.37M |
TPHD Hedge Fund Activity: Q1 2025 in Review
86 of the 7,481 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan High Dividend Stock ETF (TPHD) for Q1 2025, worth a combined $118M — down 1.1% from $119M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new TPHD positions and 12 closed out — a net gain of 1 holder — while 39 added to existing stakes and 20 trimmed.
The largest buyer was OneAscent Financial Services, adding an estimated $2.73M. The largest seller was CreativeOne Wealth, cutting an estimated $8.37M.
- 86 institutional investors held Timothy Plan High Dividend Stock ETF (TPHD) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $118M of Timothy Plan High Dividend Stock ETF stock for Q1 2025, down 1.1% quarter-over-quarter.
- 13 funds opened new Timothy Plan High Dividend Stock ETF positions in Q1 2025 and 12 closed out, a net change of +1 holder.
- The largest Timothy Plan High Dividend Stock ETF buyer in Q1 2025 was OneAscent Financial Services, an estimated $2.73M added.
- The largest Timothy Plan High Dividend Stock ETF seller in Q1 2025 was CreativeOne Wealth, an estimated $8.37M sold.
Based on aggregated 13F filings for Q1 2025.