TPSC icon

Timothy Plan US Small Cap Core ETF
TPSC

Overview Fund Activity

49 hedge funds and large institutions have $56.1M invested in Timothy Plan US Small Cap Core ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
25
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
1
Atria Investments
North Carolina
$4.56M
2
OFS
2
OneAscent Financial Services
Alabama
$5.75M
3
CFD
3
Creative Financial Designs
Indiana
$6.07M
4
BFS
4
Bare Financial Services
Pennsylvania
$2.69M
5
SFS
5
Sowell Financial Services
Arkansas
$2.22M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
CAN
3
Cetera Advisor Networks
California
$248K
4
W
4
WorthPointe
California
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HGERS
26
Householder Group Estate & Retirement Specialist
Arizona
$357K +$47.2K +1,287 +15%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$352K +$24.3K +661 +7%
UBS Group
28
UBS Group
Switzerland
$342K +$332K +9,047 +3,453%
ASN
29
Advisory Services Network
Georgia
$339K -$8.66K -236 -2%
WMWM
30
Whitaker-Myers Wealth Managers
Ohio
$336K +$8.07K +220 +2%
CAN
31
Cetera Advisor Networks
California
$248K -$682K -18,578 -73%
EA
32
Efficient Advisors
Ohio
$202K +$202K +5,497 New
Osaic Holdings
33
Osaic Holdings
Arizona
$187K -$195K -5,326 -51%
HWA
34
HHM Wealth Advisors
Tennessee
$142K – – –
OLVIG
35
Oliver Lagore Vanvalin Investment Group
Michigan
$129K +$24.4K +666 +23%
IGWM
36
ICA Group Wealth Management
Colorado
$57.9K +$49.8K +1,357 +611%
NRG
37
Nemes Rush Group
Michigan
$45.5K – – –
BTI
38
Blue Trust Inc
Georgia
$31.6K +$31.6K +861 New
BFEC
39
Benjamin F. Edwards & Company
Missouri
$23K +$1.16K +32 +5%
HI
40
Harbour Investments
Wisconsin
$18.8K -$110 -3 -0.6%
GWM
41
Geneos Wealth Management
Colorado
$18.3K +$5.8K +158 +46%
CA
42
CoreCap Advisors
Michigan
$11.7K +$11.7K +320 New
ADL
43
Asset Dedication LLC
California
$10K – – –
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$6K +$6K +150 New
Comerica Bank
45
Comerica Bank
Texas
$3.05K -$183 -5 -6%
JWA
46
JFS Wealth Advisors
Pennsylvania
$2.64K +$2.64K +72 New
PS
47
Principal Securities
Iowa
$2.09K +$990 +27 +90%
SAM
48
Smartleaf Asset Management
Massachusetts
$656 +$656 +18 New
Morgan Stanley
49
Morgan Stanley
New York
$46 +$46 +1 New
Citadel Advisors
50
Citadel Advisors
Florida
– -$1.62M -45,801 Closed
1
2
3