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Timothy Plan US Large/Mid Cap Core ETF

89 hedge funds and large institutions have $139M 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, 39 increasing their positions, 25 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

56% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 25

19% more capital invested

Capital invested by funds: $117M → $139M (+$22.1M)

11% more funds holding

Funds holding: 8089 (+9)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.82% less ownership

Funds ownership: 53.59%52.77% (-0.82%)

Holders
89
Holders Change
+9
Holders Change %
+11.25%
% of All Funds
1.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
39
Reduced
25
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
1
CreativeOne Wealth
Kansas
$17.8M +$168K +3,997 +1%
LPL Financial
2
LPL Financial
California
$10.8M +$167K +3,985 +2%
HIF
3
Hill Island Financial
Michigan
$10.6M +$159K +3,794 +2%
BFS
4
Bare Financial Services
Pennsylvania
$8.88M +$1.23M +29,412 +17%
OCFG
5
O'Connor Financial Group
Illinois
$8.7M -$193K -4,591 -2%
FA
6
Faithward Advisors
Pennsylvania
$8.62M -$57.1K -1,360 -0.7%
GWM
7
Geneos Wealth Management
Colorado
$7.67M +$276K +6,568 +4%
SOS
8
Silver Oak Securities
Tennessee
$4.92M +$4.65M +110,736 +7,915%
Ameriprise
9
Ameriprise
Minnesota
$4.74M -$615K -14,655 -12%
CFD
10
Creative Financial Designs
Indiana
$4.36M +$114K +2,714 +3%
EWA
11
EverSource Wealth Advisors
Alabama
$4.35M -$1.18M -28,003 -22%
KAS
12
Kestra Advisory Services
Texas
$3.56M +$1.15M +27,463 +51%
SA
13
Stewardship Advisors
Pennsylvania
$3.52M +$17.7K +422 +0.5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.32M +$31.6K +753 +1%
JWCA
15
J.W. Cole Advisors
Florida
$3.2M +$42.4K +1,011 +1%
LI
16
LVZ Inc
Michigan
$2.92M -$30.7K -731 -1%
LWAM
17
Legacy Wealth Asset Management
Minnesota
$2.26M +$1.01K +24 +0%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.79M -$44.8K -1,068 -3%
FHC
19
First Heartland Consultants
Missouri
$1.78M +$9.32K +222 +0.6%
BAM
20
Belpointe Asset Management
Nevada
$1.71M +$86.8K +2,069 +6%
Goldman Sachs
21
Goldman Sachs
New York
$1.59M +$1.51M +36,049 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.47M +$1.02M +24,233 +261%
Citadel Advisors
23
Citadel Advisors
Florida
$1.46M +$1.39M +33,077 New
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$1.04M +$84.8K +2,021 +9%
WA
25
Win Advisors
Florida
$969K -$106K -2,520 -10%

TPLC Hedge Fund Activity: Q3 2024 in Review

89 of the 6,964 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 $139M — up 19% from $117M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TPLC positions and 1 closed out — a net gain of 9 holders — while 39 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.

  • 89 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q3 2024, up from 80 in Q2 2024.
  • Funds reported $139M of Timothy Plan US Large/Mid Cap Core ETF stock for Q3 2024, up 19% 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.