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Timothy Plan International ETF

38 hedge funds and large institutions have $40.1M invested in Timothy Plan International ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

13% more capital invested

Capital invested by funds: $35.5M → $40.1M (+$4.59M)

12% more funds holding

Funds holding: 3438 (+4)

1.17% more ownership

Funds ownership: 43%44.16% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
17
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCFG
1
O'Connor Financial Group
Illinois
$8.9M +$885K +35,175 +11%
CW
2
CreativeOne Wealth
Kansas
$7.94M -$1.62M -64,512 -17%
FA
3
Faithward Advisors
Pennsylvania
$4.73M -$362K -14,385 -7%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$2.79M -$264K -10,506 -9%
OMC
5
Old Mission Capital
Illinois
$2.54M +$2.33M +92,682 +1,156%
LI
6
LVZ Inc
Michigan
$2.54M +$428 +17 +0%
Citadel Advisors
7
Citadel Advisors
Florida
$2.35M +$1.34M +53,118 +132%
FAM
8
Frontier Asset Management
Wyoming
$940K +$5.66K +225 +0.6%
LPL Financial
9
LPL Financial
California
$889K +$106K +4,210 +14%
SB
10
Strategic Blueprint
Georgia
$638K -$3.12K -124 -0.5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$525K -$9.31K -370 -2%
Jane Street
12
Jane Street
New York
$439K +$438K +17,406 New
CAN
13
Cetera Advisor Networks
California
$437K +$50.3K +1,997 +13%
AAS
14
Avantax Advisory Services
Texas
$435K +$114K +4,525 +36%
SOS
15
Silver Oak Securities
Tennessee
$406K +$55.6K +2,208 +16%
Polen Capital Management
16
Polen Capital Management
Florida
$396K -$60.8K -2,415 -13%
BCM
17
Brookstone Capital Management
Illinois
$374K +$378K +15,036 New
JWCA
18
J.W. Cole Advisors
Florida
$355K +$830 +33 +0.2%
CA
19
Cetera Advisors
Colorado
$325K -$17.6K -700 -5%
AWA
20
Arete Wealth Advisors
Illinois
$314K +$1.41K +56 +0.5%
JP Morgan Chase
21
JP Morgan Chase
New York
$256K +$35K +1,390 +16%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$250K +$27.8K +1,106 +13%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$228K -$75.9K -3,015 -25%
SF
24
Symphony Financial
Texas
$224K +$226K +8,993 New
EWA
25
EverSource Wealth Advisors
Alabama
$193K +$180K +7,172 +1,491%

TPIF Hedge Fund Activity: Q2 2023 in Review

38 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan International ETF (TPIF) for Q2 2023, worth a combined $40.1M — up 13% from $35.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TPIF positions and 3 closed out — a net gain of 4 holders — while 17 added to existing stakes and 9 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $2.33M. The largest seller was CreativeOne Wealth, cutting an estimated $1.62M.

  • 38 institutional investors held Timothy Plan International ETF (TPIF) as of Q2 2023, up from 34 in Q1 2023.
  • Funds reported $40.1M of Timothy Plan International ETF stock for Q2 2023, up 13% quarter-over-quarter.
  • 7 funds opened new Timothy Plan International ETF positions in Q2 2023 and 3 closed out, a net change of +4 holders.
  • The largest Timothy Plan International ETF buyer in Q2 2023 was Old Mission Capital, an estimated $2.33M added.
  • The largest Timothy Plan International ETF seller in Q2 2023 was CreativeOne Wealth, an estimated $1.62M sold.

Based on aggregated 13F filings for Q2 2023.