Timothy Plan US Large/Mid Cap Core ETF
TPLC
30 hedge funds and large institutions have $46.9M invested in Timothy Plan US Large/Mid Cap Core ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 6 closing their positions.
180% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 5
58% more capital invested
Capital invested by funds: $29.6M → $46.9M (+$17.3M)
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
9.31% more ownership
Funds ownership: 18.1% → 27.41% (+9.3%)
3% more funds holding
Funds holding: 29 → 30 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
+$16.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$680K |
| 3 |
LPL Financial
San Diego,
California
|
+$503K |
| 4 |
Polen Capital Management
Boca Raton,
Florida
|
+$404K |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$200K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.58M |
| 2 |
LI
LVZ Inc
Holland,
Michigan
|
-$1.26M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$636K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$248K |
| 5 |
SG
StoneX Group
New York
|
-$162K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFG
26
Larson Financial Group
St Louis,
Missouri
| $24K | +$3.48K | +109 | +18% |
|
|
APA
27
American Portfolios Advisors
Holbrook,
New York
| $4.08K | +$1.4K | +44 | +55% |
|
|
TCOV
28
Trust Company of Vermont
Brattleboro,
Vermont
| $1K | – | – | – |
|
|
FHA
29
First Horizon Advisors
Memphis,
Tennessee
| $1K | +$1.02K | +32 | New |
|
|
AI
30
Atria Investments
Charlotte,
North Carolina
| – | -$1.58M | -51,360 | Closed |
|
|
RJA
31
Raymond James & Associates
St Petersburg,
Florida
| – | -$636K | -20,606 | Closed |
|
|
32
Citadel Advisors
Miami,
Florida
| – | -$248K | -8,022 | Closed |
|
|
ADL
33
Asset Dedication LLC
San Francisco,
California
| – | -$11K | -365 | Closed |
|
|
FFG
34
Fortem Financial Group
Palm Desert,
California
| – | -$3K | -98 | Closed |
|
35
Wells Fargo
San Francisco,
California
| – | +$32 | +1 | New |
|
TPLC Hedge Fund Activity: Q1 2021 in Review
30 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q1 2021, worth a combined $46.9M — up 58% from $29.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new TPLC positions and 6 closed out — a net gain of 1 holder — while 14 added to existing stakes and 5 trimmed.
The largest buyer was Faithward Advisors, opening a new position worth an estimated $16.7M. The largest seller was Atria Investments, exiting entirely with an estimated $1.58M sold.
- 30 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q1 2021, up from 29 in Q4 2020.
- Funds reported $46.9M of Timothy Plan US Large/Mid Cap Core ETF stock for Q1 2021, up 58% quarter-over-quarter.
- 7 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q1 2021 and 6 closed out, a net change of +1 holder.
- The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q1 2021 was Faithward Advisors, an estimated $16.7M added.
- The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q1 2021 was Atria Investments, an estimated $1.58M sold.
Based on aggregated 13F filings for Q1 2021.