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Timothy Plan US Large/Mid Cap Core ETF
TPLC

89 hedge funds and large institutions have $139M invested in Timothy Plan US Large/Mid Cap Core ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 25 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

56% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 25

19% more capital invested

Capital invested by funds: $117M → $139M (+$22.1M)

11% more funds holding

Funds holding: 80 → 89 (+9)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.82% less ownership

Funds ownership: 53.59% → 52.77% (-0.82%)

Holders
89
Holders Change
+9
Holders Change %
+11.25%
% of All Funds
1.28%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
39
Reduced
25
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SOS
Silver Oak Securities
Tennessee
+$4.65M
2
IAIM
International Assets Investment Management
Florida
+$1.94M
3
Goldman Sachs
Goldman Sachs
New York
+$1.51M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.39M
5
BFS
Bare Financial Services
Pennsylvania
+$1.23M

Top Sellers

Rank Fund Capital Flow
1
EWA
EverSource Wealth Advisors
Alabama
-$1.18M
2
Ameriprise
Ameriprise
Minnesota
-$615K
3
TA
TrueWealth Advisors
Alabama
-$514K
4
OCFG
O'Connor Financial Group
Illinois
-$193K
5
FAM
Frontier Asset Management
Wyoming
-$173K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFSG
26
Sound Financial Strategies Group
Mississippi
$916K -$28.6K -681 -3%
UBS Group
27
UBS Group
Switzerland
$886K +$1.43K +34 +0.2%
VC
28
Vicus Capital
Pennsylvania
$770K +$67.3K +1,603 +10%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$761K -$50.6K -1,205 -7%
HWM
30
HFG Wealth Management
Texas
$756K – – –
AI
31
Atria Investments
North Carolina
$734K +$28.7K +684 +4%
AAS
32
Avantax Advisory Services
Texas
$726K +$67.6K +1,610 +11%
SS
33
Sound Stewardship
Kansas
$663K -$15K -358 -2%
CA
34
CoreCap Advisors
Michigan
$626K +$597K +14,227 New
FAM
35
Frontier Asset Management
Wyoming
$625K -$173K -4,120 -22%
SIC
36
Sigma Investment Counselors
Michigan
$622K +$2.39K +57 +0.4%
TA
37
TrueWealth Advisors
Alabama
$571K -$514K -12,237 -49%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$559K +$43.9K +1,047 +9%
FAIM
39
Financial Advocates Investment Management
Washington
$546K +$2.6K +62 +0.5%
AA
40
Advisory Alpha
Michigan
$530K -$1.47K -35 -0.3%
EA
41
Efficient Advisors
Ohio
$526K +$1.39K +33 +0.3%
IA
42
Inspire Advisors
Idaho
$516K +$86K +2,048 +21%
SB
43
Strategic Blueprint
Georgia
$500K -$26.4K -630 -5%
Osaic Holdings
44
Osaic Holdings
Arizona
$428K +$21.2K +504 +5%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$379K +$87.3K +2,080 +32%
BWM
46
BCGM Wealth Management
Indiana
$365K – – –
WMWM
47
Whitaker-Myers Wealth Managers
Ohio
$347K +$19.6K +468 +6%
SF
48
Symphony Financial
Texas
$340K +$6.67K +159 +2%
MML Investors Services
49
MML Investors Services
Massachusetts
$321K +$92.5K +2,205 +43%
HIS
50
Harvest Investment Services
Illinois
$316K -$6.21K -148 -2%
1
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TPLC Hedge Fund Activity: Q3 2024 in Review

89 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q3 2024, worth a combined $139M — up 19% from $117M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TPLC positions and 1 closed out — a net gain of 9 holders — while 39 added to existing stakes and 25 trimmed.

The largest buyer was Silver Oak Securities, adding an estimated $4.65M. The largest seller was EverSource Wealth Advisors, cutting an estimated $1.18M.

  • 89 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q3 2024, up from 80 in Q2 2024.
  • Funds reported $139M of Timothy Plan US Large/Mid Cap Core ETF stock for Q3 2024, up 19% quarter-over-quarter.
  • 10 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q3 2024 and 1 closed out, a net change of +9 holders.
  • The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q3 2024 was Silver Oak Securities, an estimated $4.65M added.
  • The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q3 2024 was EverSource Wealth Advisors, an estimated $1.18M sold.

Based on aggregated 13F filings for Q3 2024.