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Timothy Plan US Large/Mid Cap Core ETF
TPLC

64 hedge funds and large institutions have $87M invested in Timothy Plan US Large/Mid Cap Core ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 10

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 63 → 64 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less capital invested

Capital invested by funds: $90.5M → $87M (-$3.52M)

3.02% less ownership

Funds ownership: 43.72% → 40.7% (-3%)

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
38
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.15M
2
EWA
EverSource Wealth Advisors
Alabama
+$1.69M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.11M
4
WA
Win Advisors
Florida
+$865K
5
Ameriprise
Ameriprise
Minnesota
+$627K

Top Sellers

Rank Fund Capital Flow
1
AI
Atria Investments
North Carolina
-$3.99M
2
SOS
Silver Oak Securities
Tennessee
-$2.8M
3
SPC
Sigma Planning Corp
Michigan
-$1.1M
4
AWA
Arete Wealth Advisors
Illinois
-$621K
5
SFC
Strategic Financial Concepts
Texas
-$274K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$471K +$159K +4,429 +48%
VC
27
Vicus Capital
Pennsylvania
$467K +$61K +1,698 +14%
SB
28
Strategic Blueprint
Georgia
$423K -$7.47K -208 -2%
FAIM
29
Financial Advocates Investment Management
Washington
$407K +$9.13K +254 +2%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$330K +$29K +806 +9%
BWM
31
BCGM Wealth Management
Indiana
$286K – – –
KAS
32
Kestra Advisory Services
Texas
$282K +$5.39K +150 +2%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$276K +$43.4K +1,207 +18%
SOS
34
Silver Oak Securities
Tennessee
$270K -$2.8M -78,074 -91%
HIS
35
Harvest Investment Services
Illinois
$269K +$281K +7,811 New
AWM
36
AE Wealth Management
Kansas
$256K +$54.8K +1,525 +26%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$255K +$265K +7,384 New
SF
38
Symphony Financial
Texas
$232K +$467 +13 +0.2%
Creative Planning
39
Creative Planning
Kansas
$226K +$24.5K +682 +12%
SS
40
Sound Stewardship
Kansas
$219K +$228K +6,340 New
MML Investors Services
41
MML Investors Services
Massachusetts
$201K +$210K +5,845 New
OLVIG
42
Oliver Lagore Vanvalin Investment Group
Michigan
$179K +$109K +3,025 +139%
VFA
43
Values First Advisors
Tennessee
$166K +$216 +6 +0.1%
HWA
44
HHM Wealth Advisors
Tennessee
$128K +$19.8K +550 +17%
UBS Group
45
UBS Group
Switzerland
$123K +$12.8K +357 +11%
VWM
46
Venturi Wealth Management
Texas
$112K +$970 +27 +0.8%
AWM
47
Avior Wealth Management
Nebraska
$109K +$216 +6 +0.2%
LFG
48
Larson Financial Group
Missouri
$75.2K +$108 +3 +0.1%
SAM
49
S.A. Mason
Michigan
$51.7K +$53.9K +1,500 New
AIP
50
Ameritas Investment Partners
Nebraska
$48K +$36 +1 +0.1%
1
2
3

TPLC Hedge Fund Activity: Q3 2023 in Review

64 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q3 2023, worth a combined $87M — down 3.9% from $90.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TPLC positions and 7 closed out — a net gain of 1 holder — while 38 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.15M. The largest seller was Atria Investments, exiting entirely with an estimated $3.99M sold.

  • 64 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q3 2023, up from 63 in Q2 2023.
  • Funds reported $87M of Timothy Plan US Large/Mid Cap Core ETF stock for Q3 2023, down 3.9% quarter-over-quarter.
  • 8 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q3 2023 and 7 closed out, a net change of +1 holder.
  • The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q3 2023 was LPL Financial, an estimated $2.15M added.
  • The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q3 2023 was Atria Investments, an estimated $3.99M sold.

Based on aggregated 13F filings for Q3 2023.