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Timothy Plan US Large/Mid Cap Core ETF

23 hedge funds and large institutions have $44.9M invested in Timothy Plan US Large/Mid Cap Core ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

15% more capital invested

Capital invested by funds: $39.2M → $44.9M (+$5.71M)

10% more funds holding

Funds holding: 2123 (+2)

2.47% more ownership

Funds ownership: 27.44%29.91% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
10
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1
Faithward Advisors
Pennsylvania
$20.9M -$661 -25 -0%
Ameriprise
2
Ameriprise
Minnesota
$12.9M +$4.58M +173,345 +56%
LI
3
LVZ Inc
Michigan
$2.89M +$12.1K +457 +0.4%
SPC
4
Sigma Planning Corp
Michigan
$1.36M +$14K +530 +1%
AI
5
Atria Investments
North Carolina
$1.26M +$1.25M +47,139 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.24M +$601K +22,719 +96%
CAN
7
Cetera Advisor Networks
California
$1.03M +$27.1K +1,026 +3%
FHC
8
First Heartland Consultants
Missouri
$708K +$173K +6,561 +33%
SG
9
StoneX Group
New York
$592K +$70.1K +2,650 +14%
CFD
10
Creative Financial Designs
Indiana
$558K -$2.36M -89,155 -81%
Citadel Advisors
11
Citadel Advisors
Florida
$462K -$703K -26,596 -61%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$407K -$40.1K -1,516 -9%
LPL Financial
13
LPL Financial
California
$316K +$311K +11,773 New
Osaic Holdings
14
Osaic Holdings
Arizona
$111K
NFG
15
Next Financial Group
Texas
$42K +$41.2K +1,557 New
CFA
16
Carroll Financial Associates
North Carolina
$40K
SFS
17
Sowell Financial Services
Arkansas
$38K +$37.7K +1,426 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$36K +$20.1K +761 +133%
AIP
19
Ameritas Investment Partners
Nebraska
$19K +$26 +1 +0.1%
ADL
20
Asset Dedication LLC
California
$10K +$9.65K +365 New
LFG
21
Larson Financial Group
Missouri
$9K +$8.62K +326 New
APA
22
American Portfolios Advisors
New York
$2.25K
TCOV
23
Trust Company of Vermont
Vermont
$1K +$502 +19 +106%
JWCA
24
J.W. Cole Advisors
Florida
-$1.39M -55,806 Closed
PAG
25
Private Advisor Group
New Jersey
-$8K -321 Closed

TPLC Hedge Fund Activity: Q3 2020 in Review

23 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q3 2020, worth a combined $44.9M — up 15% from $39.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TPLC positions and 4 closed out — a net gain of 2 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was Ameriprise, adding an estimated $4.58M. The largest seller was Creative Financial Designs, cutting an estimated $2.36M.

  • 23 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q3 2020, up from 21 in Q2 2020.
  • Funds reported $44.9M of Timothy Plan US Large/Mid Cap Core ETF stock for Q3 2020, up 15% quarter-over-quarter.
  • 6 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q3 2020 and 4 closed out, a net change of +2 holders.
  • The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q3 2020 was Ameriprise, an estimated $4.58M added.
  • The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q3 2020 was Creative Financial Designs, an estimated $2.36M sold.

Based on aggregated 13F filings for Q3 2020.