We are live on ! Find out more
TPLC icon

Timothy Plan US Large/Mid Cap Core ETF
TPLC

71 hedge funds and large institutions have $116M invested in Timothy Plan US Large/Mid Cap Core ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

33% more capital invested

Capital invested by funds: $87M → $116M (+$29M)

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

11% more funds holding

Funds holding: 64 → 71 (+7)

8.24% more ownership

Funds ownership: 40.7% → 48.94% (+8.2%)

Holders
71
Holders Change
+7
Holders Change %
+10.94%
% of All Funds
1.04%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
27
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
Inspire Advisors
Idaho
+$5.98M
2
SOS
Silver Oak Securities
Tennessee
+$4.9M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.49M
4
FA
Faithward Advisors
Pennsylvania
+$1.24M
5
EWA
EverSource Wealth Advisors
Alabama
+$992K

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$527K
2
HIF
Hill Island Financial
Michigan
-$248K
3
Creative Planning
Creative Planning
Kansas
-$226K
4
MML Investors Services
MML Investors Services
Massachusetts
-$201K
5
VFA
Values First Advisors
Tennessee
-$166K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$789K – – –
HWM
27
HFG Wealth Management
Texas
$706K +$653K +18,467 New
AWA
28
Arete Wealth Advisors
Illinois
$633K +$586K +16,565 New
Polen Capital Management
29
Polen Capital Management
Florida
$579K -$31K -878 -5%
Osaic Holdings
30
Osaic Holdings
Arizona
$573K -$130K -3,669 -20%
VC
31
Vicus Capital
Pennsylvania
$528K +$9.86K +279 +2%
CA
32
Cetera Advisors
Colorado
$520K -$7.21K -204 -1%
CA
33
CoreCap Advisors
Michigan
$514K -$13.4K -379 -3%
SS
34
Sound Stewardship
Kansas
$506K +$244K +6,908 +109%
FAIM
35
Financial Advocates Investment Management
Washington
$483K +$29.4K +831 +7%
SB
36
Strategic Blueprint
Georgia
$465K -$4.28K -121 -1%
BFS
37
Bare Financial Services
Pennsylvania
$437K +$405K +11,441 New
AAS
38
Avantax Advisory Services
Texas
$384K -$128K -3,611 -26%
AA
39
Advisory Alpha
Michigan
$379K +$350K +9,913 New
KAS
40
Kestra Advisory Services
Texas
$331K +$17.7K +502 +6%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$324K +$38.9K +1,100 +15%
BWM
42
BCGM Wealth Management
Indiana
$317K – – –
HIS
43
Harvest Investment Services
Illinois
$298K – – –
AWM
44
AE Wealth Management
Kansas
$284K +$919 +26 +0.4%
SF
45
Symphony Financial
Texas
$280K +$22K +623 +9%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$259K -$42.7K -1,207 -15%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$259K -$98.6K -2,789 -29%
WDL
48
Well Done LLC
Michigan
$221K +$204K +5,771 New
OFS
49
OneAscent Financial Services
Alabama
$211K +$195K +5,517 New
OLVIG
50
Oliver Lagore Vanvalin Investment Group
Michigan
$196K -$2.69K -76 -1%
1
2
3

TPLC Hedge Fund Activity: Q4 2023 in Review

71 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q4 2023, worth a combined $116M — up 33% from $87M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new TPLC positions and 4 closed out — a net gain of 7 holders — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Inspire Advisors, opening a new position worth an estimated $5.98M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $527K.

  • 71 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q4 2023, up from 64 in Q3 2023.
  • Funds reported $116M of Timothy Plan US Large/Mid Cap Core ETF stock for Q4 2023, up 33% quarter-over-quarter.
  • 11 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q4 2023 and 4 closed out, a net change of +7 holders.
  • The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q4 2023 was Inspire Advisors, an estimated $5.98M added.
  • The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q4 2023 was Cambridge Investment Research Advisors, an estimated $527K sold.

Based on aggregated 13F filings for Q4 2023.