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Timothy Plan US Large/Mid Cap Core ETF

52 hedge funds and large institutions have $667M invested in Timothy Plan US Large/Mid Cap Core ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

884% more capital invested

Capital invested by funds: $67.8M → $667M (+$599M)

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

2% more funds holding

Funds holding: 5152 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.92% less ownership

Funds ownership: 44.08%41.16% (-2.9%)

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
0.84%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
22
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$594M +$586K +17,737 New
FA
2
Faithward Advisors
Pennsylvania
$18.1M -$3.57M -107,963 -17%
HIF
3
Hill Island Financial
Michigan
$11.1M -$662K -20,035 -6%
CW
4
CreativeOne Wealth
Kansas
$9.05M +$458K +13,867 +5%
Ameriprise
5
Ameriprise
Minnesota
$5.9M +$36.7K +1,110 +0.6%
AI
6
Atria Investments
North Carolina
$5.12M +$3.25M +98,348 +180%
LI
7
LVZ Inc
Michigan
$2.74M +$55K +1,665 +2%
JWCA
8
J.W. Cole Advisors
Florida
$2.71M +$137K +4,154 +5%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.9M +$945K +28,598 +102%
LWAM
10
Legacy Wealth Asset Management
Minnesota
$1.48M +$34.9K +1,056 +2%
CAN
11
Cetera Advisor Networks
California
$1.33M +$136K +4,126 +12%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.27M +$45.7K +1,383 +4%
WA
13
Win Advisors
Florida
$1.26M +$195K +5,916 +19%
LPL Financial
14
LPL Financial
California
$1.07M +$547K +16,555 +107%
SPC
15
Sigma Planning Corp
Michigan
$982K +$8.33K +252 +0.9%
CFD
16
Creative Financial Designs
Indiana
$774K +$564K +17,077 +284%
AWS
17
Atria Wealth Solutions
New York
$764K +$107K +3,229 +17%
Polen Capital Management
18
Polen Capital Management
Florida
$707K -$21.3K -645 -3%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$705K -$10.9K -330 -2%
SG
20
StoneX Group
New York
$687K +$13.9K +422 +2%
FAM
21
Frontier Asset Management
Wyoming
$579K -$460K -13,933 -45%
Osaic Holdings
22
Osaic Holdings
Arizona
$523K -$1.22K -37 -0.2%
CA
23
Cetera Advisors
Colorado
$456K
CA
24
CoreCap Advisors
Michigan
$453K -$61.8K -1,870 -12%
OFS
25
OneAscent Financial Services
Alabama
$347K -$151K -4,565 -31%

TPLC Hedge Fund Activity: Q4 2022 in Review

52 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q4 2022, worth a combined $667M — up 884% from $67.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TPLC positions and 7 closed out — a net gain of 3 holders — while 22 added to existing stakes and 10 trimmed.

The largest buyer was Atria Investments, adding an estimated $3.25M. The largest seller was Faithward Advisors, cutting an estimated $3.57M.

  • 52 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q4 2022, up from 51 in Q3 2022.
  • Funds reported $667M of Timothy Plan US Large/Mid Cap Core ETF stock for Q4 2022, up 884% quarter-over-quarter.
  • 10 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q4 2022 and 7 closed out, a net change of +3 holders.
  • The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q4 2022 was Atria Investments, an estimated $3.25M added.
  • The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q4 2022 was Faithward Advisors, an estimated $3.57M sold.

Based on aggregated 13F filings for Q4 2022.