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Timothy Plan US Large/Mid Cap Core ETF

30 hedge funds and large institutions have $46.9M invested in Timothy Plan US Large/Mid Cap Core ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 5

58% more capital invested

Capital invested by funds: $29.6M → $46.9M (+$17.3M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

9.31% more ownership

Funds ownership: 18.1%27.41% (+9.3%)

3% more funds holding

Funds holding: 2930 (+1)

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
14
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1
Faithward Advisors
Pennsylvania
$17.2M +$16.7M +522,244 New
Ameriprise
2
Ameriprise
Minnesota
$15.5M +$680K +21,338 +5%
JWCA
3
J.W. Cole Advisors
Florida
$2.14M +$200K +6,265 +11%
LI
4
LVZ Inc
Michigan
$1.84M -$1.26M -39,592 -41%
SPC
5
Sigma Planning Corp
Michigan
$1.77M +$65.2K +2,046 +4%
CAN
6
Cetera Advisor Networks
California
$1.19M +$31.3K +983 +3%
LWAM
7
Legacy Wealth Asset Management
Minnesota
$1.02M +$54K +1,694 +6%
FHC
8
First Heartland Consultants
Missouri
$949K +$23.6K +740 +3%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$867K +$54.8K +1,718 +7%
LPL Financial
10
LPL Financial
California
$851K +$503K +15,772 +156%
MCC
11
Money Concepts Capital
Florida
$756K -$35.1K -1,102 -5%
CFD
12
Creative Financial Designs
Indiana
$727K +$6.7K +210 +1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$496K -$4.82K -151 -1%
SG
14
StoneX Group
New York
$491K -$162K -5,084 -25%
Polen Capital Management
15
Polen Capital Management
Florida
$417K +$404K +12,662 New
Osaic Holdings
16
Osaic Holdings
Arizona
$224K +$38.4K +1,203 +22%
UBS Group
17
UBS Group
Switzerland
$91K +$62.4K +1,956 +242%
NFG
18
Next Financial Group
Texas
$86K +$6.38K +200 +8%
HI
19
Harbour Investments
Wisconsin
$56K +$53.8K +1,687 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$50K
CFA
21
Carroll Financial Associates
North Carolina
$49K
SFS
22
Sowell Financial Services
Arkansas
$48K -$38.4K -1,205 -47%
GAM
23
Grandview Asset Management
Pennsylvania
$48K +$46.1K +1,445 New
Morgan Stanley
24
Morgan Stanley
New York
$37K +$36.1K +1,131 New
AIP
25
Ameritas Investment Partners
Nebraska
$24K

TPLC Hedge Fund Activity: Q1 2021 in Review

30 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q1 2021, worth a combined $46.9M — up 58% from $29.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TPLC positions and 6 closed out — a net gain of 1 holder — while 14 added to existing stakes and 5 trimmed.

The largest buyer was Faithward Advisors, opening a new position worth an estimated $16.7M. The largest seller was Atria Investments, exiting entirely with an estimated $1.58M sold.

  • 30 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q1 2021, up from 29 in Q4 2020.
  • Funds reported $46.9M of Timothy Plan US Large/Mid Cap Core ETF stock for Q1 2021, up 58% quarter-over-quarter.
  • 7 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q1 2021 and 6 closed out, a net change of +1 holder.
  • The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q1 2021 was Faithward Advisors, an estimated $16.7M added.
  • The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q1 2021 was Atria Investments, an estimated $1.58M sold.

Based on aggregated 13F filings for Q1 2021.