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Timothy Plan US Large/Mid Cap Core ETF

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: 8089 (+9)

0% more funds holding in top 10

Funds holding in top 10: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
51
OneAscent Wealth Management
Alabama
$292K +$279K +6,645 New
OAS
52
Optivise Advisory Services
Tennessee
$266K +$21.7K +518 +9%
AIP
53
Ameritas Investment Partners
Nebraska
$239K -$11.9K -283 -5%
SPC
54
Sigma Planning Corp
Michigan
$236K +$42 +1 +0%
BCM
55
Brookstone Capital Management
Illinois
$227K +$15.3K +364 +8%
LSIA
56
LaSalle St. Investment Advisors
Illinois
$216K -$4.95K -118 -2%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$201K
VFA
58
Values First Advisors
Tennessee
$194K +$185K +4,405 New
AWM
59
Avior Wealth Management
Nebraska
$177K +$23.7K +564 +16%
OLVIG
60
Oliver Lagore Vanvalin Investment Group
Michigan
$177K -$91.4K -2,178 -35%
HWA
61
HHM Wealth Advisors
Tennessee
$157K -$13.8K -330 -8%
LFG
62
Larson Financial Group
Missouri
$140K +$15.8K +377 +13%
SAM
63
S.A. Mason
Michigan
$72.1K
BONH
64
Bank of New Hampshire
New Hampshire
$64.2K
NRG
65
Nemes Rush Group
Michigan
$48.2K
Jones Financial Companies
66
Jones Financial Companies
Missouri
$45.3K +$43.4K +1,033 New
ACA
67
Aptus Capital Advisors
Alabama
$44K
GWANC
68
Guardian Wealth Advisors (North Carolina)
North Carolina
$44K
MG
69
Mather Group
Illinois
$44K
AF
70
Advisornet Financial
Minnesota
$39.1K +$37.3K +888 New
HGERS
71
Householder Group Estate & Retirement Specialist
Arizona
$36K +$35.2K +838 New
Morgan Stanley
72
Morgan Stanley
New York
$35.1K -$18.1K -431 -35%
NA
73
NewEdge Advisors
Louisiana
$26.4K
VWM
74
Venturi Wealth Management
Texas
$19.9K -$546 -13 -3%
SAM
75
Smartleaf Asset Management
Massachusetts
$19.3K +$18.4K +439 New

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.