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Timothy Plan US Large/Mid Cap Core ETF

51 hedge funds and large institutions have $67.8M invested in Timothy Plan US Large/Mid Cap Core ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 8

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

18% more capital invested

Capital invested by funds: $57.6M → $67.8M (+$10.2M)

13% more funds holding

Funds holding: 4551 (+6)

6.53% more ownership

Funds ownership: 37.55%44.08% (+6.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
51
Holders Change
+6
Holders Change %
+13.33%
% of All Funds
0.88%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
26
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1
Faithward Advisors
Pennsylvania
$19.6M +$6.88M +207,565 +47%
HIF
2
Hill Island Financial
Michigan
$10.6M +$35.1K +1,058 +0.3%
CW
3
CreativeOne Wealth
Kansas
$7.73M +$291K +8,794 +4%
Ameriprise
4
Ameriprise
Minnesota
$5.28M +$312K +9,424 +6%
LI
5
LVZ Inc
Michigan
$2.41M +$705K +21,284 +36%
JWCA
6
J.W. Cole Advisors
Florida
$2.32M +$27.3K +824 +1%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.26M +$2.48M +74,838 New
AI
8
Atria Investments
North Carolina
$1.64M -$701K -21,162 -28%
LWAM
9
Legacy Wealth Asset Management
Minnesota
$1.3M +$21.3K +642 +2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.1M +$183K +5,532 +18%
CAN
11
Cetera Advisor Networks
California
$1.08M +$24.2K +731 +2%
WA
12
Win Advisors
Florida
$953K +$94.1K +2,840 +10%
FAM
13
Frontier Asset Management
Wyoming
$941K +$517K +15,595 +100%
SPC
14
Sigma Planning Corp
Michigan
$876K +$24.8K +747 +3%
Citadel Advisors
15
Citadel Advisors
Florida
$863K +$949K +28,630 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$845K +$118K +3,570 +15%
Jane Street
17
Jane Street
New York
$796K +$875K +26,396 New
Polen Capital Management
18
Polen Capital Management
Florida
$656K -$7.16K -216 -1%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$644K
SG
20
StoneX Group
New York
$606K -$556K -16,787 -46%
AWS
21
Atria Wealth Solutions
New York
$590K +$7.85K +237 +1%
Osaic Holdings
22
Osaic Holdings
Arizona
$472K +$41.5K +1,251 +9%
LPL Financial
23
LPL Financial
California
$466K -$92.4K -2,789 -15%
CA
24
CoreCap Advisors
Michigan
$464K +$17.3K +521 +4%
OFS
25
OneAscent Financial Services
Alabama
$450K -$696 -21 -0.1%

TPLC Hedge Fund Activity: Q3 2022 in Review

51 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q3 2022, worth a combined $67.8M — up 18% from $57.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TPLC positions and 3 closed out — a net gain of 6 holders — while 26 added to existing stakes and 8 trimmed.

The largest buyer was Faithward Advisors, adding an estimated $6.88M. The largest seller was Atria Investments, cutting an estimated $701K.

  • 51 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q3 2022, up from 45 in Q2 2022.
  • Funds reported $67.8M of Timothy Plan US Large/Mid Cap Core ETF stock for Q3 2022, up 18% quarter-over-quarter.
  • 9 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q3 2022 and 3 closed out, a net change of +6 holders.
  • The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q3 2022 was Faithward Advisors, an estimated $6.88M added.
  • The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q3 2022 was Atria Investments, an estimated $701K sold.

Based on aggregated 13F filings for Q3 2022.