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Timothy Plan US Large/Mid Cap Core ETF

39 hedge funds and large institutions have $58.7M invested in Timothy Plan US Large/Mid Cap Core ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1% more capital invested

Capital invested by funds: $58.1M → $58.7M (+$665K)

0.19% more ownership

Funds ownership: 35.28%35.47% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 4139 (-2)

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
18
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1
Faithward Advisors
Pennsylvania
$16.2M +$475K +13,271 +3%
HIF
2
Hill Island Financial
Michigan
$12.7M -$43.7K -1,220 -0.3%
Ameriprise
3
Ameriprise
Minnesota
$5.91M +$125K +3,497 +2%
AI
4
Atria Investments
North Carolina
$2.56M +$2.51M +70,216 New
JWCA
5
J.W. Cole Advisors
Florida
$2.5M +$73.3K +2,047 +3%
LI
6
LVZ Inc
Michigan
$2.13M -$111K -3,101 -5%
SPC
7
Sigma Planning Corp
Michigan
$1.54M -$89.6K -2,504 -6%
LWAM
8
Legacy Wealth Asset Management
Minnesota
$1.45M +$93.2K +2,603 +7%
LPL Financial
9
LPL Financial
California
$1.24M -$48.8K -1,365 -4%
CW
10
CreativeOne Wealth
Kansas
$1.23M +$1.21M +33,714 New
Polen Capital Management
11
Polen Capital Management
Florida
$1.15M -$102K -2,861 -8%
CAN
12
Cetera Advisor Networks
California
$1.13M +$644 +18 +0.1%
SG
13
StoneX Group
New York
$1.11M +$429K +11,982 +65%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$945K +$263K +7,361 +40%
Citadel Advisors
15
Citadel Advisors
Florida
$925K -$172K -4,819 -16%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$921K +$103K +2,879 +13%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$835K +$249K +6,952 +43%
WA
18
Win Advisors
Florida
$822K -$26.5K -740 -3%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$767K +$118K +3,305 +19%
AWS
20
Atria Wealth Solutions
New York
$630K +$620K +17,312 New
CA
21
CoreCap Advisors
Michigan
$577K +$19.3K +540 +4%
Osaic Holdings
22
Osaic Holdings
Arizona
$454K +$6.44K +180 +1%
FAIM
23
Financial Advocates Investment Management
Washington
$263K +$36K +1,006 +16%
CFD
24
Creative Financial Designs
Indiana
$209K +$125K +3,479 +154%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$169K +$15.8K +442 +11%

TPLC Hedge Fund Activity: Q1 2022 in Review

39 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q1 2022, worth a combined $58.7M — up 1.1% from $58.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TPLC positions and 7 closed out — a net gain of 1 holder — while 18 added to existing stakes and 9 trimmed.

The largest buyer was Atria Investments, opening a new position worth an estimated $2.51M. The largest seller was Sowell Financial Services, exiting entirely with an estimated $719K sold.

  • 39 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q1 2022, down from 41 in Q4 2021.
  • Funds reported $58.7M of Timothy Plan US Large/Mid Cap Core ETF stock for Q1 2022, up 1.1% quarter-over-quarter.
  • 8 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q1 2022 and 7 closed out, a net change of +1 holder.
  • The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q1 2022 was Atria Investments, an estimated $2.51M added.
  • The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q1 2022 was Sowell Financial Services, an estimated $719K sold.

Based on aggregated 13F filings for Q1 2022.