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Timothy Plan US Large/Mid Cap Core ETF

33 hedge funds and large institutions have $50M invested in Timothy Plan US Large/Mid Cap Core ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

10% more funds holding

Funds holding: 3033 (+3)

7% more capital invested

Capital invested by funds: $46.9M → $50M (+$3.09M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.58% less ownership

Funds ownership: 27.41%25.84% (-1.6%)

Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
14
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1
Faithward Advisors
Pennsylvania
$17.9M -$314K -9,111 -2%
Ameriprise
2
Ameriprise
Minnesota
$16.6M +$281K +8,166 +2%
JWCA
3
J.W. Cole Advisors
Florida
$2.33M +$49.8K +1,447 +2%
LI
4
LVZ Inc
Michigan
$1.96M +$7.44K +216 +0.4%
SPC
5
Sigma Planning Corp
Michigan
$1.88M -$1.34K -39 -0.1%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.43M +$506K +14,681 +56%
CAN
7
Cetera Advisor Networks
California
$1.24M -$18.1K -525 -1%
FHC
8
First Heartland Consultants
Missouri
$1.13M +$121K +3,509 +12%
LWAM
9
Legacy Wealth Asset Management
Minnesota
$1.13M +$43.7K +1,269 +4%
LPL Financial
10
LPL Financial
California
$980K +$76.2K +2,212 +9%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$562K +$35.3K +1,024 +7%
SG
12
StoneX Group
New York
$548K +$26.9K +780 +5%
Polen Capital Management
13
Polen Capital Management
Florida
$442K
Citadel Advisors
14
Citadel Advisors
Florida
$402K +$396K +11,503 New
NFG
15
Next Financial Group
Texas
$270K +$177K +5,144 +198%
Osaic Holdings
16
Osaic Holdings
Arizona
$261K +$24.2K +702 +10%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$258K +$255K +7,397 New
HAS
18
HBW Advisory Services
California
$221K +$218K +6,321 New
CFD
19
Creative Financial Designs
Indiana
$95K -$667K -19,375 -88%
HI
20
Harbour Investments
Wisconsin
$58K -$861 -25 -1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$53K
CFA
22
Carroll Financial Associates
North Carolina
$52K
Morgan Stanley
23
Morgan Stanley
New York
$39K
LFG
24
Larson Financial Group
Missouri
$25K +$69 +2 +0.3%
AIP
25
Ameritas Investment Partners
Nebraska
$24K -$999 -29 -4%

TPLC Hedge Fund Activity: Q2 2021 in Review

33 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q2 2021, worth a combined $50M — up 6.6% from $46.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TPLC positions and 3 closed out — a net gain of 4 holders — while 14 added to existing stakes and 7 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $506K. The largest seller was Creative Financial Designs, cutting an estimated $667K.

  • 33 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q2 2021, up from 30 in Q1 2021.
  • Funds reported $50M of Timothy Plan US Large/Mid Cap Core ETF stock for Q2 2021, up 6.6% quarter-over-quarter.
  • 7 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q2 2021 and 3 closed out, a net change of +4 holders.
  • The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q2 2021 was Susquehanna International Group, an estimated $506K added.
  • The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q2 2021 was Creative Financial Designs, an estimated $667K sold.

Based on aggregated 13F filings for Q2 2021.