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Timothy Plan US Large/Mid Cap Core ETF
TPLC

51 hedge funds and large institutions have $67.8M invested in Timothy Plan US Large/Mid Cap Core ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 8

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

18% more capital invested

Capital invested by funds: $57.6M → $67.8M (+$10.2M)

13% more funds holding

Funds holding: 45 → 51 (+6)

6.53% more ownership

Funds ownership: 37.55% → 44.08% (+6.5%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
51
Holders Change
+6
Holders Change %
+13.33%
% of All Funds
0.88%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
26
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FA
Faithward Advisors
Pennsylvania
+$6.88M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.48M
3
Citadel Advisors
Citadel Advisors
Florida
+$949K
4
Jane Street
Jane Street
New York
+$875K
5
LI
LVZ Inc
Michigan
+$705K

Top Sellers

Rank Fund Capital Flow
1
AI
Atria Investments
North Carolina
-$701K
2
SG
StoneX Group
New York
-$556K
3
NB
Nicolet Bankshares
Wisconsin
-$248K
4
LPL Financial
LPL Financial
California
-$92.4K
5
Wells Fargo
Wells Fargo
California
-$88K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Cetera Advisors
Colorado
$410K +$451K +13,609 New
SB
27
Strategic Blueprint
Georgia
$304K +$116K +3,498 +53%
FAIM
28
Financial Advocates Investment Management
Washington
$288K +$31.2K +943 +11%
KAS
29
Kestra Advisory Services
Texas
$276K +$303K +9,154 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$274K +$301K +9,091 New
SOS
31
Silver Oak Securities
Tennessee
$270K +$260K +7,845 New
BWM
32
BCGM Wealth Management
Indiana
$267K +$26.5K +800 +11%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$263K +$119K +3,600 +70%
CFD
34
Creative Financial Designs
Indiana
$181K +$8.98K +271 +5%
HWA
35
HHM Wealth Advisors
Tennessee
$88K +$67.3K +2,030 +226%
DI
36
Disciplined Investments
Oklahoma
$82K – – –
LFG
37
Larson Financial Group
Missouri
$39K +$133 +4 +0.3%
Morgan Stanley
38
Morgan Stanley
New York
$34K -$16.6K -500 -31%
AIP
39
Ameritas Investment Partners
Nebraska
$21K +$33 +1 +0.1%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$12K – – –
GWM
41
Geneos Wealth Management
Colorado
$12K +$13.4K +405 New
HI
42
Harbour Investments
Wisconsin
$11K – – –
ADL
43
Asset Dedication LLC
California
$11K +$12.1K +365 New
M1FG
44
Mach-1 Financial Group
Arkansas
$10K – – –
WAS
45
Winch Advisory Services
Wisconsin
$10K +$33 +1 +0.3%
EWA
46
EverSource Wealth Advisors
Alabama
$6K -$1.99K -60 -25%
SAM
47
Strategic Asset Management
Minnesota
$6K – – –
BTI
48
Blue Trust Inc
Georgia
$4K – – –
APA
49
American Portfolios Advisors
New York
$3.83K +$398 +12 +10%
TCOV
50
Trust Company of Vermont
Vermont
$3K – – –
1
2
3

TPLC Hedge Fund Activity: Q3 2022 in Review

51 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q3 2022, worth a combined $67.8M — up 18% from $57.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TPLC positions and 3 closed out — a net gain of 6 holders — while 26 added to existing stakes and 8 trimmed.

The largest buyer was Faithward Advisors, adding an estimated $6.88M. The largest seller was Atria Investments, cutting an estimated $701K.

  • 51 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q3 2022, up from 45 in Q2 2022.
  • Funds reported $67.8M of Timothy Plan US Large/Mid Cap Core ETF stock for Q3 2022, up 18% quarter-over-quarter.
  • 9 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q3 2022 and 3 closed out, a net change of +6 holders.
  • The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q3 2022 was Faithward Advisors, an estimated $6.88M added.
  • The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q3 2022 was Atria Investments, an estimated $701K sold.

Based on aggregated 13F filings for Q3 2022.