We are live on ! Find out more
TPLC icon

Timothy Plan US Large/Mid Cap Core ETF

98 hedge funds and large institutions have $171M invested in Timothy Plan US Large/Mid Cap Core ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

39% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 28

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

23% more capital invested

Capital invested by funds: $139M → $171M (+$31.7M)

11.66% more ownership

Funds ownership: 52.77%64.43% (+12%)

10% more funds holding

Funds holding: 8998 (+9)

Holders
98
Holders Change
+9
Holders Change %
+10.11%
% of All Funds
1.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
16
Increased
39
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Christian Investment Advisors
Texas
$27.5M +$28.6M +643,049 New
CW
2
CreativeOne Wealth
Kansas
$12.4M -$5.09M -114,565 -28%
LPL Financial
3
LPL Financial
California
$11M +$548K +12,338 +5%
HIF
4
Hill Island Financial
Michigan
$10.4M +$126K +2,836 +1%
BFS
5
Bare Financial Services
Pennsylvania
$9.66M +$1.05M +23,719 +12%
OCFG
6
O'Connor Financial Group
Illinois
$8.57M +$110K +2,482 +1%
FA
7
Faithward Advisors
Pennsylvania
$8.3M -$95.1K -2,139 -1%
GWM
8
Geneos Wealth Management
Colorado
$7.49M +$22.3K +501 +0.3%
VA
9
Vident Advisory
Georgia
$6.54M +$6.79M +152,722 New
SOS
10
Silver Oak Securities
Tennessee
$5.22M +$419K +9,431 +8%
EWA
11
EverSource Wealth Advisors
Alabama
$4.96M +$747K +16,814 +17%
CFD
12
Creative Financial Designs
Indiana
$4.51M +$279K +6,289 +6%
Ameriprise
13
Ameriprise
Minnesota
$3.67M -$982K -22,101 -21%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.46M +$233K +5,253 +7%
KAS
15
Kestra Advisory Services
Texas
$3.3M -$165K -3,715 -5%
JWCA
16
J.W. Cole Advisors
Florida
$3.06M -$62K -1,395 -2%
LI
17
LVZ Inc
Michigan
$2.9M +$58.7K +1,321 +2%
FHC
18
First Heartland Consultants
Missouri
$2.26M +$539K +12,125 +30%
LWAM
19
Legacy Wealth Asset Management
Minnesota
$2.18M -$13.2K -298 -0.6%
Raymond James Financial
20
Raymond James Financial
Florida
$2.02M +$2.1M +47,219 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.01M +$597K +13,426 +40%
PAW
22
Plan A Wealth
Nebraska
$1.83M +$1.9M +42,838 New
BAM
23
Belpointe Asset Management
Nevada
$1.63M -$44.9K -1,011 -3%
Citadel Advisors
24
Citadel Advisors
Florida
$1.41M -$3.64K -82 -0.2%
WA
25
Win Advisors
Florida
$1.17M +$230K +5,176 +23%

TPLC Hedge Fund Activity: Q4 2024 in Review

98 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q4 2024, worth a combined $171M — up 23% from $139M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TPLC positions and 6 closed out — a net gain of 10 holders — while 39 added to existing stakes and 28 trimmed.

The largest buyer was Vident Advisory, opening a new position worth an estimated $6.79M. The largest seller was CreativeOne Wealth, cutting an estimated $5.09M.

  • 98 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q4 2024, up from 89 in Q3 2024.
  • Funds reported $171M of Timothy Plan US Large/Mid Cap Core ETF stock for Q4 2024, up 23% quarter-over-quarter.
  • 16 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q4 2024 and 6 closed out, a net change of +10 holders.
  • The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q4 2024 was Vident Advisory, an estimated $6.79M added.
  • The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q4 2024 was CreativeOne Wealth, an estimated $5.09M sold.

Based on aggregated 13F filings for Q4 2024.