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Timothy Plan US Large/Mid Cap Core ETF
TPLC

52 hedge funds and large institutions have $667M invested in Timothy Plan US Large/Mid Cap Core ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

884% more capital invested

Capital invested by funds: $67.8M → $667M (+$599M)

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

2% more funds holding

Funds holding: 51 → 52 (+1)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2.92% less ownership

Funds ownership: 44.08% → 41.16% (-2.9%)

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
0.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
22
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AI
Atria Investments
North Carolina
+$3.25M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$945K
3
AWA
Arete Wealth Advisors
Illinois
+$586K
4
CFD
Creative Financial Designs
Indiana
+$564K
5
LPL Financial
LPL Financial
California
+$547K

Top Sellers

Rank Fund Capital Flow
1
FA
Faithward Advisors
Pennsylvania
-$3.57M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.26M
3
Citadel Advisors
Citadel Advisors
Florida
-$863K
4
Jane Street
Jane Street
New York
-$796K
5
HIF
Hill Island Financial
Michigan
-$662K
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
26
TrueWealth Advisors
Alabama
$336K +$331K +10,032 New
FAIM
27
Financial Advocates Investment Management
Washington
$334K +$13.7K +415 +4%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$324K +$18.8K +570 +6%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$293K – – –
BWM
30
BCGM Wealth Management
Indiana
$278K – – –
FHC
31
First Heartland Consultants
Missouri
$261K +$258K +7,799 New
SB
32
Strategic Blueprint
Georgia
$261K -$75.9K -2,298 -23%
KAS
33
Kestra Advisory Services
Texas
$260K -$45.9K -1,390 -15%
NB
34
Nicolet Bankshares
Wisconsin
$209K +$206K +6,246 New
HWA
35
HHM Wealth Advisors
Tennessee
$98.2K – – –
DI
36
Disciplined Investments
Oklahoma
$91.3K – – –
UBS Group
37
UBS Group
Switzerland
$79.2K +$77.2K +2,338 +8,992%
LFG
38
Larson Financial Group
Missouri
$55.9K +$12.5K +378 +29%
Morgan Stanley
39
Morgan Stanley
New York
$37.9K – – –
AIP
40
Ameritas Investment Partners
Nebraska
$25.1K +$1.06K +32 +4%
IGWM
41
ICA Group Wealth Management
Colorado
$14.9K +$14.7K +445 New
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$13.7K – – –
GWM
43
Geneos Wealth Management
Colorado
$13.6K – – –
EWA
44
EverSource Wealth Advisors
Alabama
$13.5K +$7.24K +219 +119%
ADL
45
Asset Dedication LLC
California
$12K – – –
HI
46
Harbour Investments
Wisconsin
$11.7K – – –
WAS
47
Winch Advisory Services
Wisconsin
$11K +$33 +1 +0.3%
MCC
48
Money Concepts Capital
Florida
$6.73K +$6.64K +201 New
CAS
49
Coppell Advisory Solutions
Texas
$3.52K +$3.47K +105 New
CASC
50
Coppell Advisory Solutions Corp
Texas
$3.52K +$3.47K +105 New
1
2
3

TPLC Hedge Fund Activity: Q4 2022 in Review

52 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q4 2022, worth a combined $667M — up 884% from $67.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TPLC positions and 7 closed out — a net gain of 3 holders — while 22 added to existing stakes and 10 trimmed.

The largest buyer was Atria Investments, adding an estimated $3.25M. The largest seller was Faithward Advisors, cutting an estimated $3.57M.

  • 52 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q4 2022, up from 51 in Q3 2022.
  • Funds reported $667M of Timothy Plan US Large/Mid Cap Core ETF stock for Q4 2022, up 884% quarter-over-quarter.
  • 10 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q4 2022 and 7 closed out, a net change of +3 holders.
  • The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q4 2022 was Atria Investments, an estimated $3.25M added.
  • The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q4 2022 was Faithward Advisors, an estimated $3.57M sold.

Based on aggregated 13F filings for Q4 2022.