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Timothy Plan US Large/Mid Cap Core ETF

63 hedge funds and large institutions have $90.5M invested in Timothy Plan US Large/Mid Cap Core ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 13

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

11% more capital invested

Capital invested by funds: $81.9M → $90.5M (+$8.62M)

9% more funds holding

Funds holding: 5863 (+5)

2.23% more ownership

Funds ownership: 41.49%43.72% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
31
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
1
CreativeOne Wealth
Kansas
$12.7M +$2.67M +77,670 +28%
HIF
2
Hill Island Financial
Michigan
$11.7M +$14.8K +430 +0.1%
OCFG
3
O'Connor Financial Group
Illinois
$11.4M +$1.04M +30,185 +11%
FA
4
Faithward Advisors
Pennsylvania
$8.1M -$741K -21,587 -9%
Ameriprise
5
Ameriprise
Minnesota
$6.48M +$83.7K +2,440 +1%
AI
6
Atria Investments
North Carolina
$3.99M -$789K -23,001 -17%
LPL Financial
7
LPL Financial
California
$3.2M +$1.7M +49,387 +125%
SOS
8
Silver Oak Securities
Tennessee
$3.09M +$2.11M +61,361 +250%
JWCA
9
J.W. Cole Advisors
Florida
$3.03M +$24.5K +715 +0.9%
CFD
10
Creative Financial Designs
Indiana
$2.94M +$1.88M +54,859 +203%
LI
11
LVZ Inc
Michigan
$2.54M +$7.45K +217 +0.3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.32M +$260K +7,561 +13%
CAN
13
Cetera Advisor Networks
California
$1.64M +$156K +4,556 +11%
LWAM
14
Legacy Wealth Asset Management
Minnesota
$1.58M -$17.5K -511 -1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.39M +$130K +3,785 +11%
FAM
16
Frontier Asset Management
Wyoming
$1.15M +$2.78K +81 +0.3%
SPC
17
Sigma Planning Corp
Michigan
$1.1M +$24.8K +722 +2%
BAM
18
Belpointe Asset Management
Nevada
$1.09M +$629K +18,334 +152%
AWS
19
Atria Wealth Solutions
New York
$901K +$24.7K +721 +3%
TA
20
TrueWealth Advisors
Alabama
$780K +$363K +10,562 +95%
EWA
21
EverSource Wealth Advisors
Alabama
$747K +$691K +20,139 +3,187%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$743K -$12.6K -368 -2%
AWA
23
Arete Wealth Advisors
Illinois
$621K -$16.2K -473 -3%
Osaic Holdings
24
Osaic Holdings
Arizona
$527K -$21.2K -619 -4%
Polen Capital Management
25
Polen Capital Management
Florida
$523K -$47.8K -1,394 -9%

TPLC Hedge Fund Activity: Q2 2023 in Review

63 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q2 2023, worth a combined $90.5M — up 11% from $81.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TPLC positions and 5 closed out — a net gain of 5 holders — while 31 added to existing stakes and 13 trimmed.

The largest buyer was CreativeOne Wealth, adding an estimated $2.67M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3M sold.

  • 63 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q2 2023, up from 58 in Q1 2023.
  • Funds reported $90.5M of Timothy Plan US Large/Mid Cap Core ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 10 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q2 2023 and 5 closed out, a net change of +5 holders.
  • The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q2 2023 was CreativeOne Wealth, an estimated $2.67M added.
  • The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q2 2023 was Susquehanna International Group, an estimated $3M sold.

Based on aggregated 13F filings for Q2 2023.