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Timothy Plan US Large/Mid Cap Core ETF

98 hedge funds and large institutions have $171M invested in Timothy Plan US Large/Mid Cap Core ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

39% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 28

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

23% more capital invested

Capital invested by funds: $139M → $171M (+$31.7M)

11.66% more ownership

Funds ownership: 52.77%64.43% (+12%)

10% more funds holding

Funds holding: 8998 (+9)

Holders
98
Holders Change
+9
Holders Change %
+10.11%
% of All Funds
1.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
16
Increased
39
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$901K -$112K -2,514 -11%
SFSG
27
Sound Financial Strategies Group
Mississippi
$872K -$21.1K -474 -2%
UBS Group
28
UBS Group
Switzerland
$848K -$14.3K -321 -2%
HWM
29
HFG Wealth Management
Texas
$808K -$11.2K -251 -1%
TPBG
30
Turning Point Benefit Group
Maryland
$781K +$806K +18,139 New
VC
31
Vicus Capital
Pennsylvania
$781K +$32.1K +723 +4%
SG
32
StoneX Group
New York
$766K +$794K +17,877 New
FAC
33
Financial Advisory Corporation
Michigan
$765K +$793K +17,853 New
SA
34
Stewardship Advisors
Pennsylvania
$751K -$2.78M -62,569 -78%
AI
35
Atria Investments
North Carolina
$707K -$7.73K -174 -1%
AAS
36
Avantax Advisory Services
Texas
$693K -$13.9K -313 -2%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$676K -$67.2K -1,512 -9%
SS
38
Sound Stewardship
Kansas
$645K -$444 -10 -0.1%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$639K +$97.8K +2,200 +17%
TA
40
TrueWealth Advisors
Alabama
$637K +$84K +1,891 +15%
FAM
41
Frontier Asset Management
Wyoming
$620K +$11.7K +263 +2%
SIC
42
Sigma Investment Counselors
Michigan
$613K +$7.46K +168 +1%
CA
43
CoreCap Advisors
Michigan
$585K -$25.4K -571 -4%
SB
44
Strategic Blueprint
Georgia
$574K +$90.1K +2,028 +18%
FAIM
45
Financial Advocates Investment Management
Washington
$550K +$18.9K +426 +3%
Goldman Sachs
46
Goldman Sachs
New York
$530K -$1.05M -23,665 -66%
Osaic Holdings
47
Osaic Holdings
Arizona
$515K +$102K +2,296 +24%
EA
48
Efficient Advisors
Ohio
$514K +$1.96K +44 +0.4%
AA
49
Advisory Alpha
Michigan
$510K -$6.27K -141 -1%
WMWM
50
Whitaker-Myers Wealth Managers
Ohio
$426K +$92K +2,071 +26%

TPLC Hedge Fund Activity: Q4 2024 in Review

98 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q4 2024, worth a combined $171M — up 23% from $139M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TPLC positions and 6 closed out — a net gain of 10 holders — while 39 added to existing stakes and 28 trimmed.

The largest buyer was Vident Advisory, opening a new position worth an estimated $6.79M. The largest seller was CreativeOne Wealth, cutting an estimated $5.09M.

  • 98 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q4 2024, up from 89 in Q3 2024.
  • Funds reported $171M of Timothy Plan US Large/Mid Cap Core ETF stock for Q4 2024, up 23% quarter-over-quarter.
  • 16 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q4 2024 and 6 closed out, a net change of +10 holders.
  • The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q4 2024 was Vident Advisory, an estimated $6.79M added.
  • The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q4 2024 was CreativeOne Wealth, an estimated $5.09M sold.

Based on aggregated 13F filings for Q4 2024.