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Timothy Plan US Large/Mid Cap Core ETF

71 hedge funds and large institutions have $116M invested in Timothy Plan US Large/Mid Cap Core ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more capital invested

Capital invested by funds: $87M → $116M (+$29M)

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

11% more funds holding

Funds holding: 6471 (+7)

8.24% more ownership

Funds ownership: 40.7%48.94% (+8.2%)

Holders
71
Holders Change
+7
Holders Change %
+10.94%
% of All Funds
1.04%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
27
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
1
CreativeOne Wealth
Kansas
$14.1M +$177K +5,006 +1%
OCFG
2
O'Connor Financial Group
Illinois
$12.3M -$140K -3,963 -1%
HIF
3
Hill Island Financial
Michigan
$12.1M -$248K -7,021 -2%
FA
4
Faithward Advisors
Pennsylvania
$9.69M +$1.24M +35,158 +16%
Ameriprise
5
Ameriprise
Minnesota
$8.06M +$478K +13,513 +7%
IA
6
Inspire Advisors
Idaho
$6.47M +$5.98M +169,264 New
LPL Financial
7
LPL Financial
California
$5.74M +$45.3K +1,282 +0.9%
SOS
8
Silver Oak Securities
Tennessee
$5.59M +$4.9M +138,460 +1,765%
EWA
9
EverSource Wealth Advisors
Alabama
$3.66M +$992K +28,061 +41%
CFD
10
Creative Financial Designs
Indiana
$3.43M -$51.1K -1,445 -2%
JWCA
11
J.W. Cole Advisors
Florida
$3.38M +$5.87K +166 +0.2%
LI
12
LVZ Inc
Michigan
$2.71M +$20.3K +575 +0.8%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.12M -$527K -14,919 -21%
LWAM
14
Legacy Wealth Asset Management
Minnesota
$1.81M +$78.5K +2,220 +5%
CAN
15
Cetera Advisor Networks
California
$1.76M +$14.9K +422 +0.9%
Citadel Advisors
16
Citadel Advisors
Florida
$1.61M +$1.49M +42,159 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.57M +$31.3K +886 +2%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.5M +$294K +8,327 +27%
AWS
19
Atria Wealth Solutions
New York
$1.19M -$13.3K -375 -1%
BAM
20
Belpointe Asset Management
Nevada
$1.09M -$62.2K -1,760 -6%
Goldman Sachs
21
Goldman Sachs
New York
$1.04M +$964K +27,269 New
WA
22
Win Advisors
Florida
$1.03M +$104K +2,936 +12%
TA
23
TrueWealth Advisors
Alabama
$898K -$20.5K -580 -2%
FAM
24
Frontier Asset Management
Wyoming
$879K -$71.3K -2,018 -8%
SA
25
Stewardship Advisors
Pennsylvania
$850K +$786K +22,240 New

TPLC Hedge Fund Activity: Q4 2023 in Review

71 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q4 2023, worth a combined $116M — up 33% from $87M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new TPLC positions and 4 closed out — a net gain of 7 holders — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Inspire Advisors, opening a new position worth an estimated $5.98M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $527K.

  • 71 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q4 2023, up from 64 in Q3 2023.
  • Funds reported $116M of Timothy Plan US Large/Mid Cap Core ETF stock for Q4 2023, up 33% quarter-over-quarter.
  • 11 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q4 2023 and 4 closed out, a net change of +7 holders.
  • The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q4 2023 was Inspire Advisors, an estimated $5.98M added.
  • The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q4 2023 was Cambridge Investment Research Advisors, an estimated $527K sold.

Based on aggregated 13F filings for Q4 2023.