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Timothy Plan US Large/Mid Cap Core ETF

41 hedge funds and large institutions have $58.1M invested in Timothy Plan US Large/Mid Cap Core ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

41% more funds holding

Funds holding: 2941 (+12)

31% more capital invested

Capital invested by funds: $44.2M → $58.1M (+$13.9M)

11.34% more ownership

Funds ownership: 23.94%35.28% (+11%)

Holders
41
Holders Change
+12
Holders Change %
+41.38%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
17
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1
Faithward Advisors
Pennsylvania
$16.7M -$1.94M -52,301 -11%
HIF
2
Hill Island Financial
Michigan
$13.5M +$12.9M +349,382 New
Ameriprise
3
Ameriprise
Minnesota
$6.15M -$9.9M -267,089 -63%
JWCA
4
J.W. Cole Advisors
Florida
$2.58M +$2.47M +66,551 New
LI
5
LVZ Inc
Michigan
$2.39M +$58.7K +1,585 +3%
SPC
6
Sigma Planning Corp
Michigan
$1.74M +$12.6K +341 +0.8%
LWAM
7
Legacy Wealth Asset Management
Minnesota
$1.45M +$107K +2,892 +8%
LPL Financial
8
LPL Financial
California
$1.37M +$315K +8,507 +32%
Polen Capital Management
9
Polen Capital Management
Florida
$1.33M +$796K +21,488 +167%
CAN
10
Cetera Advisor Networks
California
$1.2M -$15.3K -414 -1%
Citadel Advisors
11
Citadel Advisors
Florida
$1.17M +$1.12M +30,245 New
WA
12
Win Advisors
Florida
$904K +$865K +23,331 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$869K +$155K +4,178 +23%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$721K +$202K +5,463 +42%
SFS
15
Sowell Financial Services
Arkansas
$719K -$121K -3,269 -15%
SG
16
StoneX Group
New York
$717K +$47.7K +1,286 +7%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$688K +$629K +16,972 +2,146%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$619K +$593K +15,995 New
CA
19
CoreCap Advisors
Michigan
$593K +$568K +15,321 New
NFG
20
Next Financial Group
Texas
$515K +$64.3K +1,736 +15%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$507K +$485K +13,095 New
Osaic Holdings
22
Osaic Holdings
Arizona
$490K +$133K +3,592 +40%
HAS
23
HBW Advisory Services
California
$272K +$482 +13 +0.2%
FAIM
24
Financial Advocates Investment Management
Washington
$241K +$230K +6,212 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$162K +$72.3K +1,950 +87%

TPLC Hedge Fund Activity: Q4 2021 in Review

41 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q4 2021, worth a combined $58.1M — up 31% from $44.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new TPLC positions and 0 closed out — a net gain of 12 holders — while 17 added to existing stakes and 7 trimmed.

The largest buyer was J.W. Cole Advisors, opening a new position worth an estimated $2.47M. The largest seller was Ameriprise, cutting an estimated $9.9M.

  • 41 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q4 2021, up from 29 in Q3 2021.
  • Funds reported $58.1M of Timothy Plan US Large/Mid Cap Core ETF stock for Q4 2021, up 31% quarter-over-quarter.
  • 12 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q4 2021 and 0 closed out, a net change of +12 holders.
  • The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q4 2021 was J.W. Cole Advisors, an estimated $2.47M added.
  • The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q4 2021 was Ameriprise, an estimated $9.9M sold.

Based on aggregated 13F filings for Q4 2021.