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Timothy Plan US Large/Mid Cap Core ETF

63 hedge funds and large institutions have $90.5M invested in Timothy Plan US Large/Mid Cap Core ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 13

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

11% more capital invested

Capital invested by funds: $81.9M → $90.5M (+$8.62M)

9% more funds holding

Funds holding: 5863 (+5)

2.23% more ownership

Funds ownership: 41.49%43.72% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
31
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
CoreCap Advisors
Michigan
$503K +$479K +13,968 New
CA
27
Cetera Advisors
Colorado
$490K
SB
28
Strategic Blueprint
Georgia
$449K -$13.1K -381 -3%
VC
29
Vicus Capital
Pennsylvania
$426K +$96.6K +2,815 +31%
FAIM
30
Financial Advocates Investment Management
Washington
$416K +$28.7K +835 +8%
AAS
31
Avantax Advisory Services
Texas
$332K +$317K +9,241 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$315K -$9.37K -273 -3%
BWM
33
BCGM Wealth Management
Indiana
$299K
KAS
34
Kestra Advisory Services
Texas
$288K +$71.8K +2,091 +35%
SFC
35
Strategic Financial Concepts
Texas
$274K -$20.7K -603 -7%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$244K -$15.6K -455 -6%
SF
37
Symphony Financial
Texas
$242K +$4.98K +145 +2%
FHC
38
First Heartland Consultants
Missouri
$242K -$44.7K -1,302 -16%
AWM
39
AE Wealth Management
Kansas
$212K +$202K +5,898 New
Creative Planning
40
Creative Planning
Kansas
$211K +$583 +17 +0.3%
VFA
41
Values First Advisors
Tennessee
$173K +$59.4K +1,730 +56%
VWM
42
Venturi Wealth Management
Texas
$116K +$1.51K +44 +1%
UBS Group
43
UBS Group
Switzerland
$116K +$68.4K +1,992 +163%
AWM
44
Avior Wealth Management
Nebraska
$114K +$309 +9 +0.3%
HWA
45
HHM Wealth Advisors
Tennessee
$114K +$343 +10 +0.3%
DI
46
Disciplined Investments
Oklahoma
$98K
LFG
47
Larson Financial Group
Missouri
$78.4K +$17.4K +507 +30%
OLVIG
48
Oliver Lagore Vanvalin Investment Group
Michigan
$78.2K +$74.6K +2,173 New
CFGS
49
Concourse Financial Group Securities
Alabama
$53.9K +$51.4K +1,497 New
AIP
50
Ameritas Investment Partners
Nebraska
$50K +$22K +641 +86%

TPLC Hedge Fund Activity: Q2 2023 in Review

63 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q2 2023, worth a combined $90.5M — up 11% from $81.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TPLC positions and 5 closed out — a net gain of 5 holders — while 31 added to existing stakes and 13 trimmed.

The largest buyer was CreativeOne Wealth, adding an estimated $2.67M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3M sold.

  • 63 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q2 2023, up from 58 in Q1 2023.
  • Funds reported $90.5M of Timothy Plan US Large/Mid Cap Core ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 10 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q2 2023 and 5 closed out, a net change of +5 holders.
  • The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q2 2023 was CreativeOne Wealth, an estimated $2.67M added.
  • The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q2 2023 was Susquehanna International Group, an estimated $3M sold.

Based on aggregated 13F filings for Q2 2023.