Timothy Plan US Large/Mid Cap Core ETF
TPLC
90 hedge funds and large institutions have $140M invested in Timothy Plan US Large/Mid Cap Core ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 25 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
60% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 25
17% more capital invested
Capital invested by funds: $120M → $140M (+$20.6M)
11% more funds holding
Funds holding: 81 → 90 (+9)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.6% less ownership
Funds ownership: 53.91% → 52.3% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$4.65M |
| 2 |
Goldman Sachs
New York
|
+$1.51M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.39M |
| 4 |
BFS
Bare Financial Services
Gap,
Pennsylvania
|
+$1.23M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
-$1.18M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$615K |
| 3 |
TA
TrueWealth Advisors
Birmingham,
Alabama
|
-$514K |
| 4 |
OCFG
O'Connor Financial Group
Quincy,
Illinois
|
-$193K |
| 5 |
FAM
Frontier Asset Management
Sheridan,
Wyoming
|
-$173K |
TPLC Hedge Fund Activity: Q3 2024 in Review
90 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q3 2024, worth a combined $140M — up 17% from $120M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new TPLC positions and 1 closed out — a net gain of 9 holders — while 40 added to existing stakes and 25 trimmed.
The largest buyer was Silver Oak Securities, adding an estimated $4.65M. The largest seller was EverSource Wealth Advisors, cutting an estimated $1.18M.
- 90 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q3 2024, up from 81 in Q2 2024.
- Funds reported $140M of Timothy Plan US Large/Mid Cap Core ETF stock for Q3 2024, up 17% quarter-over-quarter.
- 10 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q3 2024 and 1 closed out, a net change of +9 holders.
- The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q3 2024 was Silver Oak Securities, an estimated $4.65M added.
- The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q3 2024 was EverSource Wealth Advisors, an estimated $1.18M sold.
Based on aggregated 13F filings for Q3 2024.