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Timothy Plan US Large/Mid Cap Core ETF
TPLC

58 hedge funds and large institutions have $81.9M invested in Timothy Plan US Large/Mid Cap Core ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

12% more funds holding

Funds holding: 52 → 58 (+6)

0.32% more ownership

Funds ownership: 41.16% → 41.49% (+0.32%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

88% less capital invested

Capital invested by funds: $667M → $81.9M (-$585M)

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
20
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3M
2
SEM
Strategic Equity Management
Arizona
+$1.56M
3
OFS
OneAscent Financial Services
Alabama
+$984K
4
SOS
Silver Oak Securities
Tennessee
+$846K
5
FAM
Frontier Asset Management
Wyoming
+$500K

Top Sellers

Rank Fund Capital Flow
1
FA
Faithward Advisors
Pennsylvania
-$10.2M
2
SG
StoneX Group
New York
-$687K
3
AI
Atria Investments
North Carolina
-$651K
4
LI
LVZ Inc
Michigan
-$394K
5
HIF
Hill Island Financial
Michigan
-$245K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$526K -$11.9K -347 -2%
CA
27
Cetera Advisors
Colorado
$469K – – –
SB
28
Strategic Blueprint
Georgia
$443K +$175K +5,091 +65%
BAM
29
Belpointe Asset Management
Nevada
$417K +$416K +12,094 New
TA
30
TrueWealth Advisors
Alabama
$383K +$37K +1,074 +11%
FAIM
31
Financial Advocates Investment Management
Washington
$369K +$25.9K +753 +8%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$311K -$21.6K -628 -7%
VC
33
Vicus Capital
Pennsylvania
$311K +$311K +9,024 New
BWM
34
BCGM Wealth Management
Indiana
$286K – – –
SFC
35
Strategic Financial Concepts
Texas
$283K +$283K +8,218 New
FHC
36
First Heartland Consultants
Missouri
$276K +$7.75K +225 +3%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$250K -$51.5K -1,495 -17%
SF
38
Symphony Financial
Texas
$227K +$229K +6,664 New
NB
39
Nicolet Bankshares
Wisconsin
$215K – – –
KAS
40
Kestra Advisory Services
Texas
$204K -$63.2K -1,836 -24%
Creative Planning
41
Creative Planning
Kansas
$201K +$201K +5,847 New
VWM
42
Venturi Wealth Management
Texas
$109K +$109K +3,174 New
AWM
43
Avior Wealth Management
Nebraska
$109K +$109K +3,158 New
HWA
44
HHM Wealth Advisors
Tennessee
$109K +$7.71K +224 +8%
VFA
45
Values First Advisors
Tennessee
$106K +$106K +3,082 New
DI
46
Disciplined Investments
Oklahoma
$93.8K – – –
LFG
47
Larson Financial Group
Missouri
$57.5K +$103 +3 +0.2%
UBS Group
48
UBS Group
Switzerland
$42.1K -$39.3K -1,141 -48%
Morgan Stanley
49
Morgan Stanley
New York
$39K – – –
GWM
50
Geneos Wealth Management
Colorado
$34.2K +$20.2K +587 +145%
1
2
3

TPLC Hedge Fund Activity: Q1 2023 in Review

58 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q1 2023, worth a combined $81.9M — down 88% from $667M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new TPLC positions and 5 closed out — a net gain of 7 holders — while 20 added to existing stakes and 13 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $3M. The largest seller was Faithward Advisors, cutting an estimated $10.2M.

  • 58 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q1 2023, up from 52 in Q4 2022.
  • Funds reported $81.9M of Timothy Plan US Large/Mid Cap Core ETF stock for Q1 2023, down 88% quarter-over-quarter.
  • 12 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q1 2023 and 5 closed out, a net change of +7 holders.
  • The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q1 2023 was Susquehanna International Group, an estimated $3M added.
  • The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q1 2023 was Faithward Advisors, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2023.