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Timothy Plan US Large/Mid Cap Core ETF

45 hedge funds and large institutions have $57.6M invested in Timothy Plan US Large/Mid Cap Core ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 7

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more funds holding

Funds holding: 3945 (+6)

2.08% more ownership

Funds ownership: 35.47%37.55% (+2.1%)

2% less capital invested

Capital invested by funds: $58.7M → $57.6M (-$1.08M)

Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
0.76%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
10
Increased
21
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1
Faithward Advisors
Pennsylvania
$13.8M -$117K -3,445 -0.8%
HIF
2
Hill Island Financial
Michigan
$11M +$104K +3,078 +0.9%
CW
3
CreativeOne Wealth
Kansas
$7.74M +$7.23M +213,813 +634%
Ameriprise
4
Ameriprise
Minnesota
$5.23M +$116K +3,424 +2%
JWCA
5
J.W. Cole Advisors
Florida
$2.38M +$250K +7,382 +11%
AI
6
Atria Investments
North Carolina
$2.37M +$185K +5,456 +8%
LI
7
LVZ Inc
Michigan
$1.84M +$8.8K +260 +0.4%
LWAM
8
Legacy Wealth Asset Management
Minnesota
$1.33M +$87.6K +2,590 +6%
SG
9
StoneX Group
New York
$1.15M +$216K +6,387 +21%
CAN
10
Cetera Advisor Networks
California
$1.09M +$131K +3,871 +12%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$967K +$168K +4,959 +19%
WA
12
Win Advisors
Florida
$913K +$209K +6,181 +27%
SPC
13
Sigma Planning Corp
Michigan
$885K -$475K -14,034 -33%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$764K -$29.3K -865 -3%
Polen Capital Management
15
Polen Capital Management
Florida
$687K -$322K -9,524 -30%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$668K +$9.98K +295 +1%
AWS
17
Atria Wealth Solutions
New York
$604K +$68.1K +2,014 +12%
LPL Financial
18
LPL Financial
California
$571K -$532K -15,736 -46%
FAM
19
Frontier Asset Management
Wyoming
$488K +$505K +14,924 +2,126%
OFS
20
OneAscent Financial Services
Alabama
$467K +$505K +14,933 New
CA
21
CoreCap Advisors
Michigan
$465K -$33.5K -991 -6%
Osaic Holdings
22
Osaic Holdings
Arizona
$452K +$53.1K +1,571 +12%
FAIM
23
Financial Advocates Investment Management
Washington
$269K +$46.9K +1,387 +19%
BWM
24
BCGM Wealth Management
Indiana
$257K +$254K +7,500 New
NB
25
Nicolet Bankshares
Wisconsin
$248K +$268K +7,921 New

TPLC Hedge Fund Activity: Q2 2022 in Review

45 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q2 2022, worth a combined $57.6M — down 1.8% from $58.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TPLC positions and 4 closed out — a net gain of 6 holders — while 21 added to existing stakes and 7 trimmed.

The largest buyer was CreativeOne Wealth, adding an estimated $7.23M. The largest seller was Citadel Advisors, exiting entirely with an estimated $925K sold.

  • 45 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q2 2022, up from 39 in Q1 2022.
  • Funds reported $57.6M of Timothy Plan US Large/Mid Cap Core ETF stock for Q2 2022, down 1.8% quarter-over-quarter.
  • 10 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q2 2022 and 4 closed out, a net change of +6 holders.
  • The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q2 2022 was CreativeOne Wealth, an estimated $7.23M added.
  • The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q2 2022 was Citadel Advisors, an estimated $925K sold.

Based on aggregated 13F filings for Q2 2022.