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Timothy Plan US Small Cap Core ETF

73 hedge funds and large institutions have $97.2M invested in Timothy Plan US Small Cap Core ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

56% more capital invested

Capital invested by funds: $62.4M → $97.2M (+$34.8M)

24% more funds holding

Funds holding: 5973 (+14)

18.74% more ownership

Funds ownership: 39.14%57.88% (+19%)

Holders
73
Holders Change
+14
Holders Change %
+23.73%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
20
Increased
28
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
51
Midwest Capital Advisors
Michigan
$72.9K +$74.9K +1,868 New
HI
52
Harbour Investments
Wisconsin
$71.8K +$27.5K +685 +59%
PS
53
Principal Securities
Iowa
$68.9K -$321 -8 -0.5%
TCG
54
Transcendent Capital Group
Oklahoma
$63.5K +$65.2K +1,626 New
OLVIG
55
Oliver Lagore Vanvalin Investment Group
Michigan
$61.9K -$27.5K -686 -30%
WW
56
Winnow Wealth
Texas
$49.2K +$50.6K +1,261 New
NRG
57
Nemes Rush Group
Michigan
$48.4K
MG
58
Mather Group
Illinois
$40.8K
AWM
59
AE Wealth Management
Kansas
$23.9K +$24.6K +613 New
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$23.7K +$24.4K +608 New
AF
61
Advisornet Financial
Minnesota
$23.7K
BTI
62
Blue Trust Inc
Georgia
$21.5K -$12.4K -310 -36%
CFGS
63
Concourse Financial Group Securities
Alabama
$20.5K +$14.4K +360 +243%
LFG
64
Larson Financial Group
Missouri
$18.2K
GM
65
GeoWealth Management
Illinois
$14.7K
CA
66
CoreCap Advisors
Michigan
$12.5K
CAM
67
Creekmur Asset Management
Illinois
$7.89K -$6.38K -159 -44%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$6K +$6.02K +150 New
CAS
69
Coppell Advisory Solutions
Texas
$4.14K
Fidelity Investments
70
Fidelity Investments
Massachusetts
$3.98K +$4.09K +102 New
Morgan Stanley
71
Morgan Stanley
New York
$3.9K +$3.97K +99 +9,900%
Comerica Bank
72
Comerica Bank
Texas
$2.89K -$602 -15 -17%
JWA
73
JFS Wealth Advisors
Pennsylvania
$2.81K
HGERS
74
Householder Group Estate & Retirement Specialist
Arizona
-$530K -13,644 Closed
DAS
75
Dynamic Advisor Solutions
Arizona
-$517K -13,277 Closed

TPSC Hedge Fund Activity: Q4 2024 in Review

73 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Small Cap Core ETF (TPSC) for Q4 2024, worth a combined $97.2M — up 56% from $62.4M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new TPSC positions and 6 closed out — a net gain of 14 holders — while 28 added to existing stakes and 15 trimmed.

The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $3.96M. The largest seller was Householder Group Estate & Retirement Specialist, exiting entirely with an estimated $530K sold.

  • 73 institutional investors held Timothy Plan US Small Cap Core ETF (TPSC) as of Q4 2024, up from 59 in Q3 2024.
  • Funds reported $97.2M of Timothy Plan US Small Cap Core ETF stock for Q4 2024, up 56% quarter-over-quarter.
  • 20 funds opened new Timothy Plan US Small Cap Core ETF positions in Q4 2024 and 6 closed out, a net change of +14 holders.
  • The largest Timothy Plan US Small Cap Core ETF buyer in Q4 2024 was OneAscent Financial Services, an estimated $3.96M added.
  • The largest Timothy Plan US Small Cap Core ETF seller in Q4 2024 was Householder Group Estate & Retirement Specialist, an estimated $530K sold.

Based on aggregated 13F filings for Q4 2024.