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Timothy Plan US Large/Mid Cap Core ETF
TPLC

41 hedge funds and large institutions have $58.1M invested in Timothy Plan US Large/Mid Cap Core ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 7

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

41% more funds holding

Funds holding: 29 → 41 (+12)

31% more capital invested

Capital invested by funds: $44.2M → $58.1M (+$13.9M)

11.34% more ownership

Funds ownership: 23.94% → 35.28% (+11%)

Holders
41
Holders Change
+12
Holders Change %
+41.38%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
17
Reduced
7
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JWCA
J.W. Cole Advisors
Florida
+$2.47M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.12M
3
Polen Capital Management
Polen Capital Management
Florida
+$796K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$629K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$593K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$9.9M
2
FA
Faithward Advisors
Pennsylvania
-$1.94M
3
SFS
Sowell Financial Services
Arkansas
-$121K
4
HI
Harbour Investments
Wisconsin
-$48.6K
5
CFD
Creative Financial Designs
Indiana
-$32.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
26
Creative Financial Designs
Indiana
$87K -$32.7K -882 -28%
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$64.8K – – –
CFA
28
Carroll Financial Associates
North Carolina
$58K – – –
Morgan Stanley
29
Morgan Stanley
New York
$44K – – –
LFG
30
Larson Financial Group
Missouri
$28K +$74 +2 +0.3%
AIP
31
Ameritas Investment Partners
Nebraska
$27K +$37 +1 +0.1%
APA
32
American Portfolios Advisors
New York
$25.5K +$17.8K +480 +270%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$16K – – –
HI
34
Harbour Investments
Wisconsin
$14K -$48.6K -1,312 -79%
ADL
35
Asset Dedication LLC
California
$14K – – –
EWA
36
EverSource Wealth Advisors
Alabama
$9K +$9.04K +244 New
UBS Group
37
UBS Group
Switzerland
$8K -$16.9K -456 -69%
TCOV
38
Trust Company of Vermont
Vermont
$4K +$3.48K +94 New
FHC
39
First Heartland Consultants
Missouri
$1.38K +$19.6K +528 +2%
Fidelity Investments
40
Fidelity Investments
Massachusetts
– +$37 +1 New
Wells Fargo
41
Wells Fargo
California
– +$37 +1 New
1
2

TPLC Hedge Fund Activity: Q4 2021 in Review

41 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q4 2021, worth a combined $58.1M — up 31% from $44.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new TPLC positions and 0 closed out — a net gain of 12 holders — while 17 added to existing stakes and 7 trimmed.

The largest buyer was J.W. Cole Advisors, opening a new position worth an estimated $2.47M. The largest seller was Ameriprise, cutting an estimated $9.9M.

  • 41 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q4 2021, up from 29 in Q3 2021.
  • Funds reported $58.1M of Timothy Plan US Large/Mid Cap Core ETF stock for Q4 2021, up 31% quarter-over-quarter.
  • 12 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q4 2021 and 0 closed out, a net change of +12 holders.
  • The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q4 2021 was J.W. Cole Advisors, an estimated $2.47M added.
  • The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q4 2021 was Ameriprise, an estimated $9.9M sold.

Based on aggregated 13F filings for Q4 2021.