OneAscent Core Plus Bond ETF
OACP
28 hedge funds and large institutions have $231M invested in OneAscent Core Plus Bond ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 4 reducing their positions, and 5 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 4
9% more capital invested
Capital invested by funds: $212M → $231M (+$19.1M)
0% more funds holding
Funds holding: 28 → 28 (0)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
1.12% less ownership
Funds ownership: 98.56% → 97.43% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$14.6M |
| 2 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
+$3.11M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$949K |
| 5 |
PP
Patron Partners
Houston,
Texas
|
+$748K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWP
Meriwether Wealth & Planning
Minden,
Louisiana
|
-$1.01M |
| 2 |
OFO
OneAscent Family Office
Birmingham,
Alabama
|
-$504K |
| 3 |
WW
Winnow Wealth
Waco,
Texas
|
-$155K |
| 4 |
JP Morgan Chase
New York
|
-$68.7K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$32.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
26
Clarity Asset Management
Ames,
Iowa
| $5.75K | +$69 | +3 | +1% |
|
|
BTI
27
Blue Trust Inc
Alpharetta,
Georgia
| $4.45K | +$4.51K | +196 | New |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $45 | +$46 | +2 | New |
|
|
MWP
29
Meriwether Wealth & Planning
Minden,
Louisiana
| – | -$1.01M | -43,820 | Closed |
|
|
WW
30
Winnow Wealth
Waco,
Texas
| – | -$155K | -6,467 | Closed |
|
|
KAS
31
Kestra Advisory Services
Austin,
Texas
| – | -$30K | -1,301 | Closed |
|
|
CI
32
CX Institutional
Auburn,
Indiana
| – | -$17K | -730 | Closed |
|
33
UBS Group
Zurich,
Switzerland
| – | -$10.6K | -462 | Closed |
|
OACP Hedge Fund Activity: Q1 2026 in Review
28 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in OneAscent Core Plus Bond ETF (OACP) for Q1 2026, worth a combined $231M — up 9% from $212M a quarter earlier.
Fund positioning in OACP was balanced in Q1 2026: 5 funds opened new positions, 5 closed out, 18 added to existing stakes and 4 trimmed.
The largest buyer was OneAscent Financial Services, adding an estimated $14.6M. The largest seller was Meriwether Wealth & Planning, exiting entirely with an estimated $1.01M sold.
- 28 institutional investors held OneAscent Core Plus Bond ETF (OACP) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $231M of OneAscent Core Plus Bond ETF stock for Q1 2026, up 9% quarter-over-quarter.
- 5 funds opened new OneAscent Core Plus Bond ETF positions in Q1 2026 and 5 closed out, a net change of 0 holders.
- The largest OneAscent Core Plus Bond ETF buyer in Q1 2026 was OneAscent Financial Services, an estimated $14.6M added.
- The largest OneAscent Core Plus Bond ETF seller in Q1 2026 was Meriwether Wealth & Planning, an estimated $1.01M sold.
Based on aggregated 13F filings for Q1 2026.