OneAscent Core Plus Bond ETF
OACP
22 hedge funds and large institutions have $180M invested in OneAscent Core Plus Bond ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 5 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
5% more funds holding
Funds holding: 21 → 22 (+1)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
18% less capital invested
Capital invested by funds: $220M → $180M (-$39.8M)
32.83% less ownership
Funds ownership: 123.52% → 90.68% (-33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$962K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$621K |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$600K |
| 4 |
OFO
OneAscent Family Office
Birmingham,
Alabama
|
+$457K |
| 5 |
SFS
Security Financial Services
Fort Wayne,
Indiana
|
+$455K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$29.5M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$14.2M |
| 3 |
Jane Street
New York
|
-$735K |
| 4 |
Goldman Sachs
New York
|
-$364K |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$272K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Raymond James Financial
St Petersburg,
Florida
| – | -$17.9K | -785 | Closed |
|
27
UBS Group
Zurich,
Switzerland
| – | -$6.61K | -290 | Closed |
|
OACP Hedge Fund Activity: Q3 2025 in Review
22 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in OneAscent Core Plus Bond ETF (OACP) for Q3 2025, worth a combined $180M — down 18% from $220M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new OACP positions and 5 closed out — a net gain of 1 holder — while 9 added to existing stakes and 7 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $962K. The largest seller was OneAscent Financial Services, cutting an estimated $29.5M.
- 22 institutional investors held OneAscent Core Plus Bond ETF (OACP) as of Q3 2025, up from 21 in Q2 2025.
- Funds reported $180M of OneAscent Core Plus Bond ETF stock for Q3 2025, down 18% quarter-over-quarter.
- 6 funds opened new OneAscent Core Plus Bond ETF positions in Q3 2025 and 5 closed out, a net change of +1 holder.
- The largest OneAscent Core Plus Bond ETF buyer in Q3 2025 was Citadel Advisors, an estimated $962K added.
- The largest OneAscent Core Plus Bond ETF seller in Q3 2025 was OneAscent Financial Services, an estimated $29.5M sold.
Based on aggregated 13F filings for Q3 2025.