Timothy Plan US Large/Mid Cap Core ETF
TPLC
75 hedge funds and large institutions have $126M invested in Timothy Plan US Large/Mid Cap Core ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 6 closing their positions.
89% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 18
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
9% more capital invested
Capital invested by funds: $116M → $126M (+$10.2M)
7.25% more ownership
Funds ownership: 48.94% → 56.19% (+7.3%)
6% more funds holding
Funds holding: 71 → 75 (+4)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$6.16M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$2.6M |
| 3 |
BFS
Bare Financial Services
Gap,
Pennsylvania
|
+$2.27M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.46M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$5.71M |
| 2 |
OCFG
O'Connor Financial Group
Quincy,
Illinois
|
-$4.18M |
| 3 |
HIF
Hill Island Financial
Grand Rapids,
Michigan
|
-$3.24M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.61M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.53M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Wells Fargo
San Francisco,
California
| $17 | -$39 | -1 | Closed |
|
|
77
Citadel Advisors
Miami,
Florida
| – | -$1.61M | -42,159 | Closed |
|
78
Polen Capital Management
Boca Raton,
Florida
| – | -$579K | -15,147 | Closed |
|
|
AWM
79
AE Wealth Management
Topeka,
Kansas
| – | -$284K | -7,449 | Closed |
|
|
SF
80
Symphony Financial
Houston,
Texas
| – | -$280K | -7,445 | Closed |
|
|
WDL
81
Well Done LLC
Holland,
Michigan
| – | -$221K | -5,771 | Closed |
|
TPLC Hedge Fund Activity: Q1 2024 in Review
75 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q1 2024, worth a combined $126M — up 8.8% from $116M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new TPLC positions and 6 closed out — a net gain of 5 holders — while 34 added to existing stakes and 18 trimmed.
The largest buyer was Geneos Wealth Management, adding an estimated $6.16M. The largest seller was Silver Oak Securities, cutting an estimated $5.71M.
- 75 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q1 2024, up from 71 in Q4 2023.
- Funds reported $126M of Timothy Plan US Large/Mid Cap Core ETF stock for Q1 2024, up 8.8% quarter-over-quarter.
- 11 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q1 2024 and 6 closed out, a net change of +5 holders.
- The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q1 2024 was Geneos Wealth Management, an estimated $6.16M added.
- The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q1 2024 was Silver Oak Securities, an estimated $5.71M sold.
Based on aggregated 13F filings for Q1 2024.