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Timothy Plan US Large/Mid Cap Core ETF

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: 34 (+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: 8998 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
76
S.A. Mason
Michigan
$70.2K
AWM
77
AE Wealth Management
Kansas
$67.2K +$69.8K +1,570 New
BONH
78
Bank of New Hampshire
New Hampshire
$62.5K
NRG
79
Nemes Rush Group
Michigan
$49K
MG
80
Mather Group
Illinois
$42.8K
VWM
81
Venturi Wealth Management
Texas
$39.3K +$20.7K +465 +103%
Morgan Stanley
82
Morgan Stanley
New York
$38.1K +$4.13K +93 +12%
AF
83
Advisornet Financial
Minnesota
$38K
CFP
84
Comprehensive Financial Planning
Pennsylvania
$34.8K +$36.2K +814 New
NA
85
NewEdge Advisors
Louisiana
$25.7K
TSMHT
86
Thurston Springer Miller Herd & Titak
Indiana
$25.7K +$26.7K +600 New
CFGS
87
Concourse Financial Group Securities
Alabama
$21.2K +$14.8K +333 +243%
SAM
88
Smartleaf Asset Management
Massachusetts
$18.8K
HI
89
Harbour Investments
Wisconsin
$18.3K -$267 -6 -1%
JWA
90
JFS Wealth Advisors
Pennsylvania
$14K
WAS
91
Winch Advisory Services
Wisconsin
$13.9K +$44 +1 +0.3%
CAM
92
Creekmur Asset Management
Illinois
$10.3K -$7.91K -178 -42%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$9.59K +$2.22K +50 +29%
DIP
94
DT Investment Partners
Pennsylvania
$6.68K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$5K
CAS
96
Coppell Advisory Solutions
Texas
$4.41K
BTI
97
Blue Trust Inc
Georgia
$3.08K -$6.49K -146 -67%
Wells Fargo
98
Wells Fargo
California
$23
IAIM
99
International Assets Investment Management
Florida
-$1.08K -47,395 Closed
ACA
100
Aptus Capital Advisors
Alabama
-$44K -1,000 Closed

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.