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Timothy Plan US Large/Mid Cap Core ETF

45 hedge funds and large institutions have $57.6M invested in Timothy Plan US Large/Mid Cap Core ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 7

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more funds holding

Funds holding: 3945 (+6)

2.08% more ownership

Funds ownership: 35.47%37.55% (+2.1%)

2% less capital invested

Capital invested by funds: $58.7M → $57.6M (-$1.08M)

Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
0.76%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
10
Increased
21
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
26
Strategic Blueprint
Georgia
$206K +$223K +6,582 New
CFD
27
Creative Financial Designs
Indiana
$180K +$440 +13 +0.2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$161K +$16.9K +500 +11%
Wells Fargo
29
Wells Fargo
California
$88K +$95.5K +2,824 +282,400%
DI
30
Disciplined Investments
Oklahoma
$85K
Morgan Stanley
31
Morgan Stanley
New York
$51K
UBS Group
32
UBS Group
Switzerland
$48K +$51.4K +1,520 New
LFG
33
Larson Financial Group
Missouri
$40K +$101 +3 +0.2%
HWA
34
HHM Wealth Advisors
Tennessee
$28K +$30.4K +900 New
AIP
35
Ameritas Investment Partners
Nebraska
$22K -$1.83K -54 -7%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$13K
SCA
37
Stonebridge Capital Advisors
Minnesota
$13K
HI
38
Harbour Investments
Wisconsin
$11K +$11.8K +350 New
M1FG
39
Mach-1 Financial Group
Arkansas
$10K
WAS
40
Winch Advisory Services
Wisconsin
$10K +$10.7K +316 New
EWA
41
EverSource Wealth Advisors
Alabama
$8K
SAM
42
Strategic Asset Management
Minnesota
$6K +$237 +7 +4%
BTI
43
Blue Trust Inc
Georgia
$5K +$4.23K +125 New
APA
44
American Portfolios Advisors
New York
$3.6K
TCOV
45
Trust Company of Vermont
Vermont
$3K +$3.18K +94 New
Citadel Advisors
46
Citadel Advisors
Florida
-$925K -25,426 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
-$835K -22,947 Closed
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
-$57.2K -1,573 Closed
ADL
49
Asset Dedication LLC
California
-$13K -365 Closed

TPLC Hedge Fund Activity: Q2 2022 in Review

45 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q2 2022, worth a combined $57.6M — down 1.8% from $58.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TPLC positions and 4 closed out — a net gain of 6 holders — while 21 added to existing stakes and 7 trimmed.

The largest buyer was CreativeOne Wealth, adding an estimated $7.23M. The largest seller was Citadel Advisors, exiting entirely with an estimated $925K sold.

  • 45 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q2 2022, up from 39 in Q1 2022.
  • Funds reported $57.6M of Timothy Plan US Large/Mid Cap Core ETF stock for Q2 2022, down 1.8% quarter-over-quarter.
  • 10 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q2 2022 and 4 closed out, a net change of +6 holders.
  • The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q2 2022 was CreativeOne Wealth, an estimated $7.23M added.
  • The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q2 2022 was Citadel Advisors, an estimated $925K sold.

Based on aggregated 13F filings for Q2 2022.