Timothy Plan US Large/Mid Cap Core ETF
TPLC
58 hedge funds and large institutions have $81.9M invested in Timothy Plan US Large/Mid Cap Core ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
54% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 13
12% more funds holding
Funds holding: 52 → 58 (+6)
0.32% more ownership
Funds ownership: 41.16% → 41.49% (+0.32%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
88% less capital invested
Capital invested by funds: $667M → $81.9M (-$585M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3M |
| 2 |
SEM
Strategic Equity Management
Tucson,
Arizona
|
+$1.56M |
| 3 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$984K |
| 4 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$846K |
| 5 |
FAM
Frontier Asset Management
Sheridan,
Wyoming
|
+$500K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
-$10.2M |
| 2 |
SG
StoneX Group
New York
|
-$687K |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$651K |
| 4 |
LI
LVZ Inc
Holland,
Michigan
|
-$394K |
| 5 |
HIF
Hill Island Financial
Grand Rapids,
Michigan
|
-$245K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
51
Ameritas Investment Partners
Lincoln,
Nebraska
| $25.8K | – | – | – |
|
|
EWA
52
EverSource Wealth Advisors
Birmingham,
Alabama
| $21.8K | +$7.88K | +229 | +57% |
|
|
NA
53
NewEdge Advisors
New Orleans,
Louisiana
| $20.7K | -$31K | -900 | -60% |
|
|
IGWM
54
ICA Group Wealth Management
Denver,
Colorado
| $15.3K | – | – | – |
|
55
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $14.1K | – | – | – |
|
|
ADL
56
Asset Dedication LLC
San Francisco,
California
| $13K | – | – | – |
|
|
HI
57
Harbour Investments
Madison,
Wisconsin
| $12.1K | – | – | – |
|
|
WAS
58
Winch Advisory Services
Appleton,
Wisconsin
| $11K | – | – | – |
|
59
Wells Fargo
San Francisco,
California
| $27 | -$34 | -1 | Closed |
|
|
SG
60
StoneX Group
New York
| – | -$687K | -20,516 | Closed |
|
|
MCC
61
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$6.73K | -201 | Closed |
|
|
CAS
62
Coppell Advisory Solutions
Coppell,
Texas
| – | -$3.52K | -105 | Closed |
|
|
CASC
63
Coppell Advisory Solutions Corp
Coppell,
Texas
| – | -$3.52K | -105 | Closed |
|
TPLC Hedge Fund Activity: Q1 2023 in Review
58 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q1 2023, worth a combined $81.9M — down 88% from $667M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new TPLC positions and 5 closed out — a net gain of 7 holders — while 20 added to existing stakes and 13 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $3M. The largest seller was Faithward Advisors, cutting an estimated $10.2M.
- 58 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q1 2023, up from 52 in Q4 2022.
- Funds reported $81.9M of Timothy Plan US Large/Mid Cap Core ETF stock for Q1 2023, down 88% quarter-over-quarter.
- 12 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q1 2023 and 5 closed out, a net change of +7 holders.
- The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q1 2023 was Susquehanna International Group, an estimated $3M added.
- The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q1 2023 was Faithward Advisors, an estimated $10.2M sold.
Based on aggregated 13F filings for Q1 2023.