We are live on ! Find out more
TPLC icon

Timothy Plan US Large/Mid Cap Core ETF

71 hedge funds and large institutions have $116M invested in Timothy Plan US Large/Mid Cap Core ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more capital invested

Capital invested by funds: $87M → $116M (+$29M)

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

11% more funds holding

Funds holding: 6471 (+7)

8.24% more ownership

Funds ownership: 40.7%48.94% (+8.2%)

Holders
71
Holders Change
+7
Holders Change %
+10.94%
% of All Funds
1.04%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
27
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
51
HHM Wealth Advisors
Tennessee
$142K
AWM
52
Avior Wealth Management
Nebraska
$131K +$9.19K +260 +8%
Morgan Stanley
53
Morgan Stanley
New York
$86.5K +$40.1K +1,133 +100%
LFG
54
Larson Financial Group
Missouri
$83.5K +$177 +5 +0.2%
GWM
55
Geneos Wealth Management
Colorado
$59.5K +$28.1K +795 +104%
SAM
56
S.A. Mason
Michigan
$57.3K
UBS Group
57
UBS Group
Switzerland
$54.5K -$75.9K -2,147 -60%
AIP
58
Ameritas Investment Partners
Nebraska
$52.1K -$955 -27 -2%
CFGS
59
Concourse Financial Group Securities
Alabama
$50.3K
BONH
60
Bank of New Hampshire
New Hampshire
$50.2K +$6.19K +175 +15%
NRG
61
Nemes Rush Group
Michigan
$43.8K
NA
62
NewEdge Advisors
Louisiana
$22.9K
NS
63
NBC Securities
Alabama
$22K +$35 +1 +0.2%
VWM
64
Venturi Wealth Management
Texas
$18.3K -$97.8K -2,766 -85%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$15.7K
ADL
66
Asset Dedication LLC
California
$14K
HI
67
Harbour Investments
Wisconsin
$13.4K
WAS
68
Winch Advisory Services
Wisconsin
$12.3K +$35 +1 +0.3%
CAS
69
Coppell Advisory Solutions
Texas
$3.9K -$106 -3 -3%
GI
70
Gradient Investments
Minnesota
$25 +$35 +1 New
Wells Fargo
71
Wells Fargo
California
$24
Creative Planning
72
Creative Planning
Kansas
-$226K -6,546 Closed
MML Investors Services
73
MML Investors Services
Massachusetts
-$201K -5,845 Closed
VFA
74
Values First Advisors
Tennessee
-$166K -4,818 Closed
Fidelity Investments
75
Fidelity Investments
Massachusetts
-$69 -2 Closed

TPLC Hedge Fund Activity: Q4 2023 in Review

71 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q4 2023, worth a combined $116M — up 33% from $87M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new TPLC positions and 4 closed out — a net gain of 7 holders — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Inspire Advisors, opening a new position worth an estimated $5.98M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $527K.

  • 71 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q4 2023, up from 64 in Q3 2023.
  • Funds reported $116M of Timothy Plan US Large/Mid Cap Core ETF stock for Q4 2023, up 33% quarter-over-quarter.
  • 11 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q4 2023 and 4 closed out, a net change of +7 holders.
  • The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q4 2023 was Inspire Advisors, an estimated $5.98M added.
  • The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q4 2023 was Cambridge Investment Research Advisors, an estimated $527K sold.

Based on aggregated 13F filings for Q4 2023.