Timothy Plan High Dividend Stock Enhanced ETF
TPHE
TPHE was delisted on the 3rd of October, 2025.
16 hedge funds and large institutions have $17.9M invested in Timothy Plan High Dividend Stock Enhanced ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
23% more funds holding
Funds holding: 13 → 16 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.86% less ownership
Funds ownership: 29.25% → 26.39% (-2.9%)
10% less capital invested
Capital invested by funds: $20M → $17.9M (-$2.05M)
57% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$287K |
| 2 |
LPL Financial
San Diego,
California
|
+$250K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$45.2K |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$27.9K |
| 5 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
+$6.07K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFSG
Sound Financial Strategies Group
Madison,
Mississippi
|
-$825K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$777K |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$542K |
| 4 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
-$529K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$286K |
TPHE Hedge Fund Activity: Q4 2023 in Review
16 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan High Dividend Stock Enhanced ETF (TPHE) for Q4 2023, worth a combined $17.9M — down 10% from $20M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new TPHE positions and 3 closed out — a net gain of 3 holders — while 3 added to existing stakes and 7 trimmed.
The largest buyer was Arete Wealth Advisors, opening a new position worth an estimated $287K. The largest seller was Sound Financial Strategies Group, cutting an estimated $825K.
- 16 institutional investors held Timothy Plan High Dividend Stock Enhanced ETF (TPHE) as of Q4 2023, up from 13 in Q3 2023.
- Funds reported $17.9M of Timothy Plan High Dividend Stock Enhanced ETF stock for Q4 2023, down 10% quarter-over-quarter.
- 6 funds opened new Timothy Plan High Dividend Stock Enhanced ETF positions in Q4 2023 and 3 closed out, a net change of +3 holders.
- The largest Timothy Plan High Dividend Stock Enhanced ETF buyer in Q4 2023 was Arete Wealth Advisors, an estimated $287K added.
- The largest Timothy Plan High Dividend Stock Enhanced ETF seller in Q4 2023 was Sound Financial Strategies Group, an estimated $825K sold.
Based on aggregated 13F filings for Q4 2023.