Timothy Plan US Small Cap Core ETF
TPSC
60 hedge funds and large institutions have $62.5M invested in Timothy Plan US Small Cap Core ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
235% more capital inflows, than outflows
Capital inflows: $7.04M | Capital outflows: $2.1M
100% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 13
15% more funds holding
Funds holding: 52 → 60 (+8)
2.97% less ownership
Funds ownership: 42.14% → 39.17% (-3%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.76M |
| 2 |
Valmark Advisers
Akron,
Ohio
|
+$990K |
| 3 |
OneAscent Wealth Management
Birmingham,
Alabama
|
+$797K |
| 4 |
Bare Financial Services
Gap,
Pennsylvania
|
+$699K |
| 5 |
LPL Financial
San Diego,
California
|
+$568K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sowell Financial Services
North Little Rock,
Arkansas
|
-$576K |
| 2 |
Atria Investments
Charlotte,
North Carolina
|
-$540K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$311K |
| 4 |
Creative Financial Designs
Kokomo,
Indiana
|
-$306K |
| 5 |
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$80K |
TPSC Hedge Fund Activity: Q3 2024 in Review
60 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan US Small Cap Core ETF (TPSC) for Q3 2024, worth a combined $62.5M — up 17% from $53.3M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new TPSC positions and 2 closed out — a net gain of 9 holders — while 26 added to existing stakes and 13 trimmed.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $1.76M. The largest seller was Sowell Financial Services, cutting an estimated $576K.
- 60 institutional investors held Timothy Plan US Small Cap Core ETF (TPSC) as of Q3 2024, up from 52 in Q2 2024.
- Funds reported $62.5M of Timothy Plan US Small Cap Core ETF stock for Q3 2024, up 17% quarter-over-quarter.
- 11 funds opened new Timothy Plan US Small Cap Core ETF positions in Q3 2024 and 2 closed out, a net change of +9 holders.
- The largest Timothy Plan US Small Cap Core ETF buyer in Q3 2024 was Carson Wealth (CWM LLC), an estimated $1.76M added.
- The largest Timothy Plan US Small Cap Core ETF seller in Q3 2024 was Sowell Financial Services, an estimated $576K sold.
Based on aggregated 13F filings for Q3 2024.