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Timothy Plan International ETF
TPIF

36 hedge funds and large institutions have $37.3M invested in Timothy Plan International ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.92% less ownership

Funds ownership: 44.16% → 43.24% (-0.92%)

5% less funds holding

Funds holding: 38 → 36 (-2)

7% less capital invested

Capital invested by funds: $40.1M → $37.3M (-$2.8M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
17
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$506K
2
W
WorthPointe
California
+$361K
3
SS
Sound Stewardship
Kansas
+$290K
4
EWA
EverSource Wealth Advisors
Alabama
+$279K
5
SFC
Strategic Financial Concepts
Texas
+$263K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.9M
2
Jane Street
Jane Street
New York
-$439K
3
SOS
Silver Oak Securities
Tennessee
-$375K
4
OMC
Old Mission Capital
Illinois
-$364K
5
AWA
Arete Wealth Advisors
Illinois
-$314K
Name Holding Trade Value Shares
Change 		Change in
Stake
OCFG
1
O'Connor Financial Group
Illinois
$8.65M +$205K +8,213 +2%
CW
2
CreativeOne Wealth
Kansas
$7.75M +$210K +8,420 +3%
FA
3
Faithward Advisors
Pennsylvania
$4.41M -$89.4K -3,577 -2%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$3.14M +$506K +20,251 +18%
LI
5
LVZ Inc
Michigan
$2.41M -$75 -3 -0%
OMC
6
Old Mission Capital
Illinois
$2.06M -$364K -14,558 -14%
LPL Financial
7
LPL Financial
California
$977K +$138K +5,512 +16%
FAM
8
Frontier Asset Management
Wyoming
$896K +$3.65K +146 +0.4%
SB
9
Strategic Blueprint
Georgia
$638K +$33.2K +1,330 +5%
AAS
10
Avantax Advisory Services
Texas
$515K +$106K +4,256 +25%
EWA
11
EverSource Wealth Advisors
Alabama
$451K +$279K +11,155 +146%
CAN
12
Cetera Advisor Networks
California
$415K +$425 +17 +0.1%
Citadel Advisors
13
Citadel Advisors
Florida
$415K -$1.9M -76,008 -81%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$412K -$90.4K -3,617 -17%
JWCA
15
J.W. Cole Advisors
Florida
$356K +$19.3K +773 +5%
Polen Capital Management
16
Polen Capital Management
Florida
$355K -$22.8K -913 -6%
W
17
WorthPointe
California
$346K +$361K +14,442 New
BCM
18
Brookstone Capital Management
Illinois
$328K -$22.4K -895 -6%
CA
19
Cetera Advisors
Colorado
$309K – – –
Osaic Holdings
20
Osaic Holdings
Arizona
$290K +$116K +4,660 +63%
SS
21
Sound Stewardship
Kansas
$278K +$290K +11,607 New
JP Morgan Chase
22
JP Morgan Chase
New York
$258K +$15.9K +635 +6%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$258K +$21.5K +859 +9%
SFC
24
Strategic Financial Concepts
Texas
$253K +$263K +10,540 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$234K +$243K +9,742 New
1
2

TPIF Hedge Fund Activity: Q3 2023 in Review

36 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan International ETF (TPIF) for Q3 2023, worth a combined $37.3M — down 7% from $40.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of TPIF and 4 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 17 added.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $506K. The largest seller was Citadel Advisors, cutting an estimated $1.9M.

  • 36 institutional investors held Timothy Plan International ETF (TPIF) as of Q3 2023, down from 38 in Q2 2023.
  • Funds reported $37.3M of Timothy Plan International ETF stock for Q3 2023, down 7% quarter-over-quarter.
  • 4 funds opened new Timothy Plan International ETF positions in Q3 2023 and 6 closed out, a net change of -2 holders.
  • The largest Timothy Plan International ETF buyer in Q3 2023 was Carson Wealth (CWM LLC), an estimated $506K added.
  • The largest Timothy Plan International ETF seller in Q3 2023 was Citadel Advisors, an estimated $1.9M sold.

Based on aggregated 13F filings for Q3 2023.