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Timothy Plan US Large/Mid Cap Core ETF
TPLC

80 hedge funds and large institutions have $117M invested in Timothy Plan US Large/Mid Cap Core ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

30% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 23

7% more funds holding

Funds holding: 75 → 80 (+5)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2.61% less ownership

Funds ownership: 56.19% → 53.59% (-2.6%)

7% less capital invested

Capital invested by funds: $126M → $117M (-$8.78M)

Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
1.16%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
30
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFS
Bare Financial Services
Pennsylvania
+$4.21M
2
SA
Stewardship Advisors
Pennsylvania
+$2.33M
3
LPL Financial
LPL Financial
California
+$2.16M
4
SFSG
Sound Financial Strategies Group
Mississippi
+$876K
5
FHC
First Heartland Consultants
Missouri
+$845K

Top Sellers

Rank Fund Capital Flow
1
IA
Inspire Advisors
Idaho
-$5.01M
2
Ameriprise
Ameriprise
Minnesota
-$2.35M
3
FA
Faithward Advisors
Pennsylvania
-$2.07M
4
CW
CreativeOne Wealth
Kansas
-$1.41M
5
AWS
Atria Wealth Solutions
New York
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
26
Frontier Asset Management
Wyoming
$744K +$44.5K +1,092 +6%
AI
27
Atria Investments
North Carolina
$649K +$652K +16,005 New
VC
28
Vicus Capital
Pennsylvania
$645K +$39.7K +976 +7%
SS
29
Sound Stewardship
Kansas
$626K +$49K +1,203 +8%
AAS
30
Avantax Advisory Services
Texas
$604K +$66.8K +1,640 +12%
SIC
31
Sigma Investment Counselors
Michigan
$572K +$574K +14,092 New
FAIM
32
Financial Advocates Investment Management
Washington
$501K +$651 +16 +0.1%
AA
33
Advisory Alpha
Michigan
$490K -$1.83K -45 -0.4%
SB
34
Strategic Blueprint
Georgia
$487K -$570 -14 -0.1%
EA
35
Efficient Advisors
Ohio
$484K +$36.9K +907 +8%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$473K +$1.14K +28 +0.2%
IA
37
Inspire Advisors
Idaho
$393K -$5.01M -123,017 -93%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$377K -$1.37M -33,533 -78%
Osaic Holdings
39
Osaic Holdings
Arizona
$374K -$113K -2,776 -23%
BWM
40
BCGM Wealth Management
Indiana
$337K – – –
SF
41
Symphony Financial
Texas
$308K +$309K +7,598 New
WMWM
42
Whitaker-Myers Wealth Managers
Ohio
$301K +$14.7K +362 +5%
HIS
43
Harvest Investment Services
Illinois
$297K -$19.5K -480 -6%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$265K +$1.59K +39 +0.6%
OLVIG
45
Oliver Lagore Vanvalin Investment Group
Michigan
$251K -$3.18K -78 -1%
AIP
46
Ameritas Investment Partners
Nebraska
$232K +$177K +4,352 +319%
OAS
47
Optivise Advisory Services
Tennessee
$224K +$225K +5,517 New
SPC
48
Sigma Planning Corp
Michigan
$218K +$219K +5,370 New
MML Investors Services
49
MML Investors Services
Massachusetts
$207K +$12.5K +306 +6%
LSIA
50
LaSalle St. Investment Advisors
Illinois
$204K +$205K +5,037 New
1
2
3 4

TPLC Hedge Fund Activity: Q2 2024 in Review

80 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q2 2024, worth a combined $117M — down 7% from $126M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TPLC positions and 8 closed out — a net gain of 7 holders — while 30 added to existing stakes and 23 trimmed.

The largest buyer was Bare Financial Services, adding an estimated $4.21M. The largest seller was Inspire Advisors, cutting an estimated $5.01M.

  • 80 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q2 2024, up from 75 in Q1 2024.
  • Funds reported $117M of Timothy Plan US Large/Mid Cap Core ETF stock for Q2 2024, down 7% quarter-over-quarter.
  • 15 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q2 2024 and 8 closed out, a net change of +7 holders.
  • The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q2 2024 was Bare Financial Services, an estimated $4.21M added.
  • The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q2 2024 was Inspire Advisors, an estimated $5.01M sold.

Based on aggregated 13F filings for Q2 2024.