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Timothy Plan US Large/Mid Cap Core ETF
TPLC

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: 3 → 4 (+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: 89 → 98 (+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
–

Top Buyers

Rank Fund Capital Flow
1
VA
Vident Advisory
Georgia
+$6.79M
2
BFS
Bare Financial Services
Pennsylvania
+$1.05M
3
SG
StoneX Group
New York
+$794K
4
EWA
EverSource Wealth Advisors
Alabama
+$747K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$597K

Top Sellers

Rank Fund Capital Flow
1
CW
CreativeOne Wealth
Kansas
-$5.09M
2
SA
Stewardship Advisors
Pennsylvania
-$2.78M
3
Goldman Sachs
Goldman Sachs
New York
-$1.05M
4
Ameriprise
Ameriprise
Minnesota
-$982K
5
IA
Inspire Advisors
Idaho
-$167K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$388K +$19.6K +442 +5%
UCFA
52
United Capital Financial Advisors
Texas
$377K +$391K +8,800 New
VFA
53
Values First Advisors
Tennessee
$357K +$175K +3,939 +89%
BWM
54
BCGM Wealth Management
Indiana
$355K – – –
SF
55
Symphony Financial
Texas
$352K +$1.42K +32 +0.4%
IA
56
Inspire Advisors
Idaho
$341K -$167K -3,758 -32%
MML Investors Services
57
MML Investors Services
Massachusetts
$313K +$489 +11 +0.2%
BCM
58
Brookstone Capital Management
Illinois
$309K +$92.1K +2,072 +40%
HIS
59
Harvest Investment Services
Illinois
$308K – – –
OWM
60
OneAscent Wealth Management
Alabama
$281K -$3.73K -84 -1%
OAS
61
Optivise Advisory Services
Tennessee
$274K +$16.5K +372 +6%
Jane Street
62
Jane Street
New York
$253K +$262K +5,907 New
3AM
63
3EDGE Asset Management
Florida
$248K +$257K +5,788 New
LSIA
64
LaSalle St. Investment Advisors
Illinois
$233K +$23.3K +525 +11%
AIP
65
Ameritas Investment Partners
Nebraska
$230K -$2.35K -53 -1%
SPC
66
Sigma Planning Corp
Michigan
$217K -$13.2K -298 -6%
AF
67
Allworth Financial
California
$213K +$209K +4,714 New
AWA
68
Arete Wealth Advisors
Illinois
$212K +$220K +4,943 New
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$196K – – –
HWA
70
HHM Wealth Advisors
Tennessee
$190K +$37.8K +850 +24%
AWM
71
Avior Wealth Management
Nebraska
$172K +$444 +10 +0.2%
Jones Financial Companies
72
Jones Financial Companies
Missouri
$143K +$102K +2,306 +223%
LFG
73
Larson Financial Group
Missouri
$136K +$222 +5 +0.2%
OLVIG
74
Oliver Lagore Vanvalin Investment Group
Michigan
$123K -$51.1K -1,150 -29%
MCA
75
Midwest Capital Advisors
Michigan
$120K +$124K +2,798 New
1 2
3
4 5

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.