Timothy Plan US Large/Mid Cap Core ETF
TPLC
64 hedge funds and large institutions have $87M invested in Timothy Plan US Large/Mid Cap Core ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 10 reducing their positions, and 7 closing their positions.
280% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 10
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
2% more funds holding
Funds holding: 63 → 64 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less capital invested
Capital invested by funds: $90.5M → $87M (-$3.52M)
3.02% less ownership
Funds ownership: 43.72% → 40.7% (-3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.15M |
| 2 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$1.69M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.11M |
| 4 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$865K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$627K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$3.99M |
| 2 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$2.8M |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$1.1M |
| 4 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$621K |
| 5 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$274K |
TPLC Hedge Fund Activity: Q3 2023 in Review
64 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q3 2023, worth a combined $87M — down 3.9% from $90.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new TPLC positions and 7 closed out — a net gain of 1 holder — while 38 added to existing stakes and 10 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.15M. The largest seller was Atria Investments, exiting entirely with an estimated $3.99M sold.
- 64 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q3 2023, up from 63 in Q2 2023.
- Funds reported $87M of Timothy Plan US Large/Mid Cap Core ETF stock for Q3 2023, down 3.9% quarter-over-quarter.
- 8 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q3 2023 and 7 closed out, a net change of +1 holder.
- The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q3 2023 was LPL Financial, an estimated $2.15M added.
- The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q3 2023 was Atria Investments, an estimated $3.99M sold.
Based on aggregated 13F filings for Q3 2023.