OneAscent Core Plus Bond ETF
OACP
28 hedge funds and large institutions have $212M invested in OneAscent Core Plus Bond ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 2 reducing their positions, and 2 closing their positions.
800% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 2
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
27% more funds holding
Funds holding: 22 → 28 (+6)
18% more capital invested
Capital invested by funds: $180M → $212M (+$32.4M)
7.87% more ownership
Funds ownership: 90.68% → 98.56% (+7.9%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$45.7M |
| 2 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
+$2.79M |
| 3 |
OFO
OneAscent Family Office
Birmingham,
Alabama
|
+$1.47M |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$862K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$427K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$18.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.49M |
| 3 |
LFA
LGT Financial Advisors
Dallas,
Texas
|
-$255K |
| 4 |
OIS
OneAscent Investment Solutions
Birmingham,
Alabama
|
-$7.43K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CI
26
CX Institutional
Auburn,
Indiana
| $17K | +$16.9K | +730 | New |
|
27
UBS Group
Zurich,
Switzerland
| $10.6K | +$10.7K | +462 | New |
|
|
CAM
28
Clarity Asset Management
Ames,
Iowa
| $5.77K | +$46 | +2 | +0.8% |
|
|
29
Citadel Advisors
Miami,
Florida
| – | -$1.49M | -64,530 | Closed |
|
|
LFA
30
LGT Financial Advisors
Dallas,
Texas
| – | -$255K | -11,060 | Closed |
|
OACP Hedge Fund Activity: Q4 2025 in Review
28 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in OneAscent Core Plus Bond ETF (OACP) for Q4 2025, worth a combined $212M — up 18% from $180M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new OACP positions and 2 closed out — a net gain of 6 holders — while 18 added to existing stakes and 2 trimmed.
The largest buyer was OneAscent Financial Services, adding an estimated $45.7M. The largest seller was Atria Investments, cutting an estimated $18.7M.
- 28 institutional investors held OneAscent Core Plus Bond ETF (OACP) as of Q4 2025, up from 22 in Q3 2025.
- Funds reported $212M of OneAscent Core Plus Bond ETF stock for Q4 2025, up 18% quarter-over-quarter.
- 8 funds opened new OneAscent Core Plus Bond ETF positions in Q4 2025 and 2 closed out, a net change of +6 holders.
- The largest OneAscent Core Plus Bond ETF buyer in Q4 2025 was OneAscent Financial Services, an estimated $45.7M added.
- The largest OneAscent Core Plus Bond ETF seller in Q4 2025 was Atria Investments, an estimated $18.7M sold.
Based on aggregated 13F filings for Q4 2025.