Timothy Plan US Large/Mid Cap Core ETF
TPLC
80 hedge funds and large institutions have $117M invested in Timothy Plan US Large/Mid Cap Core ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
30% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 23
7% more funds holding
Funds holding: 75 → 80 (+5)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2.61% less ownership
Funds ownership: 56.19% → 53.59% (-2.6%)
7% less capital invested
Capital invested by funds: $126M → $117M (-$8.78M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFS
Bare Financial Services
Gap,
Pennsylvania
|
+$4.21M |
| 2 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
+$2.33M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.16M |
| 4 |
SFSG
Sound Financial Strategies Group
Madison,
Mississippi
|
+$876K |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$845K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Inspire Advisors
Meridian,
Idaho
|
-$5.01M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.35M |
| 3 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
-$2.07M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$1.41M |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$1.37M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Fidelity Investments
Boston,
Massachusetts
| $7.06K | +$2.24K | +55 | +46% |
|
77
Wells Fargo
San Francisco,
California
| $5.83K | +$5.86K | +144 | New |
|
78
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | -$31.2K | -767 | -87% |
|
|
CAS
79
Coppell Advisory Solutions
Coppell,
Texas
| $4.16K | +$4.15K | +102 | New |
|
|
FHC
80
First Heartland Consultants
Lake St. Louis,
Missouri
| $1.64K | +$845K | +20,755 | +106% |
|
|
AWS
81
Atria Wealth Solutions
New York
| – | -$1.37M | -32,639 | Closed |
|
82
Goldman Sachs
New York
| – | -$1.2M | -28,384 | Closed |
|
|
AWA
83
Arete Wealth Advisors
Chicago,
Illinois
| – | -$710K | -16,854 | Closed |
|
|
CA
84
CoreCap Advisors
Southfield,
Michigan
| – | -$599K | -14,216 | Closed |
|
|
OFS
85
OneAscent Financial Services
Birmingham,
Alabama
| – | -$308K | -7,305 | Closed |
|
|
OWM
86
OneAscent Wealth Management
Birmingham,
Alabama
| – | -$283K | -6,710 | Closed |
|
|
SAM
87
Smartleaf Asset Management
Boston,
Massachusetts
| – | -$1.39K | -33 | Closed |
|
|
GI
88
Gradient Investments
Arden Hills,
Minnesota
| – | -$28 | -1 | Closed |
|
TPLC Hedge Fund Activity: Q2 2024 in Review
80 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q2 2024, worth a combined $117M — down 7% from $126M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new TPLC positions and 8 closed out — a net gain of 7 holders — while 30 added to existing stakes and 23 trimmed.
The largest buyer was Bare Financial Services, adding an estimated $4.21M. The largest seller was Inspire Advisors, cutting an estimated $5.01M.
- 80 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q2 2024, up from 75 in Q1 2024.
- Funds reported $117M of Timothy Plan US Large/Mid Cap Core ETF stock for Q2 2024, down 7% quarter-over-quarter.
- 15 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q2 2024 and 8 closed out, a net change of +7 holders.
- The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q2 2024 was Bare Financial Services, an estimated $4.21M added.
- The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q2 2024 was Inspire Advisors, an estimated $5.01M sold.
Based on aggregated 13F filings for Q2 2024.