Timothy Plan US Small Cap Core ETF
TPSC
73 hedge funds and large institutions have $105M invested in Timothy Plan US Small Cap Core ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 13 reducing their positions, and 11 closing their positions.
223% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 13
8% more capital invested
Capital invested by funds: $97.2M → $105M (+$7.7M)
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
0% more funds holding
Funds holding: 73 → 73 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.36% less ownership
Funds ownership: 57.88% → 57.52% (-0.36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$4.33M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$3.87M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.85M |
| 4 |
PAW
Plan A Wealth
Lincoln,
Nebraska
|
+$1.68M |
| 5 |
SEM
Strategic Equity Management
Tucson,
Arizona
|
+$777K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPBG
Turning Point Benefit Group
Frederick,
Maryland
|
-$5.91M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.88M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$726K |
| 4 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$236K |
| 5 |
FAM
Frontier Asset Management
Sheridan,
Wyoming
|
-$175K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
76
Synergy Asset Management
Vancouver,
Washington
| – | -$236K | -6,074 | Closed |
|
|
TCG
77
Transcendent Capital Group
Edmond,
Oklahoma
| – | -$63.5K | -1,626 | Closed |
|
|
AWM
78
AE Wealth Management
Topeka,
Kansas
| – | -$23.9K | -613 | Closed |
|
79
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$23.7K | -608 | Closed |
|
|
CFGS
80
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$20.5K | -508 | Closed |
|
81
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$6K | -150 | Closed |
|
|
CAS
82
Coppell Advisory Solutions
Coppell,
Texas
| – | -$4.14K | -106 | Closed |
|
83
Morgan Stanley
New York
| – | -$3.9K | -100 | Closed |
|
|
JWA
84
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | -$2.81K | -72 | Closed |
|
TPSC Hedge Fund Activity: Q1 2025 in Review
73 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Small Cap Core ETF (TPSC) for Q1 2025, worth a combined $105M — up 7.9% from $97.2M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new TPSC positions and 11 closed out — a net gain of 1 holder — while 42 added to existing stakes and 13 trimmed.
The largest buyer was OneAscent Financial Services, adding an estimated $4.33M. The largest seller was Turning Point Benefit Group, cutting an estimated $5.91M.
- 73 institutional investors held Timothy Plan US Small Cap Core ETF (TPSC) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $105M of Timothy Plan US Small Cap Core ETF stock for Q1 2025, up 7.9% quarter-over-quarter.
- 12 funds opened new Timothy Plan US Small Cap Core ETF positions in Q1 2025 and 11 closed out, a net change of +1 holder.
- The largest Timothy Plan US Small Cap Core ETF buyer in Q1 2025 was OneAscent Financial Services, an estimated $4.33M added.
- The largest Timothy Plan US Small Cap Core ETF seller in Q1 2025 was Turning Point Benefit Group, an estimated $5.91M sold.
Based on aggregated 13F filings for Q1 2025.