Timothy Plan US Small Cap Core ETF
TPSC
47 hedge funds and large institutions have $37.7M invested in Timothy Plan US Small Cap Core ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
150% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 8
37% more capital invested
Capital invested by funds: $27.5M → $37.7M (+$10.2M)
24% more funds holding
Funds holding: 38 → 47 (+9)
5.12% more ownership
Funds ownership: 36.26% → 41.38% (+5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$5.11M |
| 2 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
+$2.83M |
| 3 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$1.52M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.01M |
| 5 |
Jane Street
New York
|
+$767K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$782K |
| 2 |
FAM
Frontier Asset Management
Sheridan,
Wyoming
|
-$604K |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$483K |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$407K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$304K |
TPSC Hedge Fund Activity: Q3 2023 in Review
47 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Small Cap Core ETF (TPSC) for Q3 2023, worth a combined $37.7M — up 37% from $27.5M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new TPSC positions and 3 closed out — a net gain of 9 holders — while 20 added to existing stakes and 8 trimmed.
The largest buyer was Atria Investments, opening a new position worth an estimated $5.11M. The largest seller was Sigma Planning Corp, exiting entirely with an estimated $782K sold.
- 47 institutional investors held Timothy Plan US Small Cap Core ETF (TPSC) as of Q3 2023, up from 38 in Q2 2023.
- Funds reported $37.7M of Timothy Plan US Small Cap Core ETF stock for Q3 2023, up 37% quarter-over-quarter.
- 12 funds opened new Timothy Plan US Small Cap Core ETF positions in Q3 2023 and 3 closed out, a net change of +9 holders.
- The largest Timothy Plan US Small Cap Core ETF buyer in Q3 2023 was Atria Investments, an estimated $5.11M added.
- The largest Timothy Plan US Small Cap Core ETF seller in Q3 2023 was Sigma Planning Corp, an estimated $782K sold.
Based on aggregated 13F filings for Q3 2023.