Timothy Plan US Large/Mid Cap Core ETF
TPLC
76 hedge funds and large institutions have $127M invested in Timothy Plan US Large/Mid Cap Core ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 6 closing their positions.
112% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 17
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
9% more capital invested
Capital invested by funds: $117M → $127M (+$10.3M)
7.32% more ownership
Funds ownership: 49.21% → 56.53% (+7.3%)
6% more funds holding
Funds holding: 72 → 76 (+4)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$6.16M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$2.6M |
| 3 |
BFS
Bare Financial Services
Gap,
Pennsylvania
|
+$2.27M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.46M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$5.71M |
| 2 |
OCFG
O'Connor Financial Group
Quincy,
Illinois
|
-$4.18M |
| 3 |
HIF
Hill Island Financial
Grand Rapids,
Michigan
|
-$3.24M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.61M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.53M |
TPLC Hedge Fund Activity: Q1 2024 in Review
76 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q1 2024, worth a combined $127M — up 8.8% from $117M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new TPLC positions and 6 closed out — a net gain of 5 holders — while 36 added to existing stakes and 17 trimmed.
The largest buyer was Geneos Wealth Management, adding an estimated $6.16M. The largest seller was Silver Oak Securities, cutting an estimated $5.71M.
- 76 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q1 2024, up from 72 in Q4 2023.
- Funds reported $127M of Timothy Plan US Large/Mid Cap Core ETF stock for Q1 2024, up 8.8% quarter-over-quarter.
- 11 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q1 2024 and 6 closed out, a net change of +5 holders.
- The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q1 2024 was Geneos Wealth Management, an estimated $6.16M added.
- The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q1 2024 was Silver Oak Securities, an estimated $5.71M sold.
Based on aggregated 13F filings for Q1 2024.