Timothy Plan US Large/Mid Cap Core ETF
TPLC
91 hedge funds and large institutions have $156M invested in Timothy Plan US Large/Mid Cap Core ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 14 closing their positions.
69% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 26
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
5.6% less ownership
Funds ownership: 64.43% → 58.84% (-5.6%)
7% less funds holding
Funds holding: 98 → 91 (-7)
9% less capital invested
Capital invested by funds: $171M → $156M (-$15.6M)
43% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFSG
Sound Financial Strategies Group
Madison,
Mississippi
|
+$2.03M |
| 2 |
4WM
49 Wealth Management
Austin,
Texas
|
+$1.54M |
| 3 |
BFS
Bare Financial Services
Gap,
Pennsylvania
|
+$1.23M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.22M |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$907K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$12.3M |
| 2 |
VA
Vident Advisory
Alpharetta,
Georgia
|
-$6.54M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.41M |
| 4 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
-$1.33M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.04M |
TPLC Hedge Fund Activity: Q1 2025 in Review
91 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Large/Mid Cap Core ETF (TPLC) for Q1 2025, worth a combined $156M — down 9.1% from $171M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of TPLC and 8 opened new positions — a net loss of 6 holders — while 26 trimmed existing stakes and 44 added.
The largest buyer was Sound Financial Strategies Group, adding an estimated $2.03M. The largest seller was CreativeOne Wealth, cutting an estimated $12.3M.
- 91 institutional investors held Timothy Plan US Large/Mid Cap Core ETF (TPLC) as of Q1 2025, down from 98 in Q4 2024.
- Funds reported $156M of Timothy Plan US Large/Mid Cap Core ETF stock for Q1 2025, down 9.1% quarter-over-quarter.
- 8 funds opened new Timothy Plan US Large/Mid Cap Core ETF positions in Q1 2025 and 14 closed out, a net change of -6 holders.
- The largest Timothy Plan US Large/Mid Cap Core ETF buyer in Q1 2025 was Sound Financial Strategies Group, an estimated $2.03M added.
- The largest Timothy Plan US Large/Mid Cap Core ETF seller in Q1 2025 was CreativeOne Wealth, an estimated $12.3M sold.
Based on aggregated 13F filings for Q1 2025.