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Timothy Plan US Large/Mid Cap Core ETF

58 hedge funds and large institutions have $81.9M invested in Timothy Plan US Large/Mid Cap Core ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

12% more funds holding

Funds holding: 5258 (+6)

0.32% more ownership

Funds ownership: 41.16%41.49% (+0.32%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

88% less capital invested

Capital invested by funds: $667M → $81.9M (-$585M)

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
20
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIF
1
Hill Island Financial
Michigan
$11.1M -$245K -7,125 -2%
OCFG
2
O'Connor Financial Group
Illinois
$9.9M +$9.89M +287,313 New
CW
3
CreativeOne Wealth
Kansas
$9.51M +$199K +5,791 +2%
FA
4
Faithward Advisors
Pennsylvania
$8.29M -$10.2M -296,437 -55%
Ameriprise
5
Ameriprise
Minnesota
$6.1M +$46.3K +1,344 +0.8%
AI
6
Atria Investments
North Carolina
$4.61M -$651K -18,909 -12%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$3M +$3M +87,156 New
JWCA
8
J.W. Cole Advisors
Florida
$2.88M +$90.2K +2,620 +3%
LI
9
LVZ Inc
Michigan
$2.42M -$394K -11,440 -14%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.96M +$9.16K +266 +0.5%
SEM
11
Strategic Equity Management
Arizona
$1.56M +$1.56M +45,412 New
LWAM
12
Legacy Wealth Asset Management
Minnesota
$1.53M +$6.58K +191 +0.4%
CAN
13
Cetera Advisor Networks
California
$1.41M +$39.7K +1,154 +3%
LPL Financial
14
LPL Financial
California
$1.37M +$264K +7,653 +24%
OFS
15
OneAscent Financial Services
Alabama
$1.34M +$984K +28,579 +276%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.2M -$108K -3,123 -8%
FAM
17
Frontier Asset Management
Wyoming
$1.1M +$500K +14,515 +84%
WA
18
Win Advisors
Florida
$1.09M -$199K -5,771 -15%
SPC
19
Sigma Planning Corp
Michigan
$1.03M +$17.1K +496 +2%
CFD
20
Creative Financial Designs
Indiana
$929K +$134K +3,887 +17%
SOS
21
Silver Oak Securities
Tennessee
$846K +$846K +24,558 New
AWS
22
Atria Wealth Solutions
New York
$838K +$52.9K +1,537 +7%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$725K
AWA
24
Arete Wealth Advisors
Illinois
$611K
Polen Capital Management
25
Polen Capital Management
Florida
$549K -$178K -5,168 -24%

TPLC Hedge Fund Activity: Q1 2023 in Review

58 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q1 2023, worth a combined $81.9M — down 88% from $667M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new TPLC positions and 5 closed out — a net gain of 7 holders — while 20 added to existing stakes and 13 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $3M. The largest seller was Faithward Advisors, cutting an estimated $10.2M.

  • 58 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q1 2023, up from 52 in Q4 2022.
  • Funds reported $81.9M of Timothy Plan US Large/Mid Cap Core ETF stock for Q1 2023, down 88% quarter-over-quarter.
  • 12 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q1 2023 and 5 closed out, a net change of +7 holders.
  • The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q1 2023 was Susquehanna International Group, an estimated $3M added.
  • The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q1 2023 was Faithward Advisors, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2023.