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OneAscent Core Plus Bond ETF
OACP

9 hedge funds and large institutions have $203M invested in OneAscent Core Plus Bond ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

50% more funds holding

Funds holding: 6 → 9 (+3)

6% more capital invested

Capital invested by funds: $191M → $203M (+$12.3M)

5.29% more ownership

Funds ownership: 185.66% → 190.95% (+5.3%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
9
Holders Change
+3
Holders Change %
+50%
% of All Funds
0.14%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
3
Increased
4
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OFS
OneAscent Financial Services
Alabama
+$3.18M
2
OWM
OneAscent Wealth Management
Alabama
+$2.36M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.03M
4
RA
RFG Advisory
Alabama
+$274K
5
Jane Street
Jane Street
New York
+$94.5K

Top Sellers

Rank Fund Capital Flow
1
AI
Atria Investments
North Carolina
-$584K
2
UBS Group
UBS Group
Switzerland
-$13.5K

OACP Hedge Fund Activity: Q1 2023 in Review

9 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in OneAscent Core Plus Bond ETF (OACP) for Q1 2023, worth a combined $203M — up 6.5% from $191M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new OACP positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 2 trimmed.

The largest buyer was OneAscent Financial Services, adding an estimated $3.18M. The largest seller was Atria Investments, cutting an estimated $584K.

  • 9 institutional investors held OneAscent Core Plus Bond ETF (OACP) as of Q1 2023, up from 6 in Q4 2022.
  • Funds reported $203M of OneAscent Core Plus Bond ETF stock for Q1 2023, up 6.5% quarter-over-quarter.
  • 3 funds opened new OneAscent Core Plus Bond ETF positions in Q1 2023 and 0 closed out, a net change of +3 holders.
  • The largest OneAscent Core Plus Bond ETF buyer in Q1 2023 was OneAscent Financial Services, an estimated $3.18M added.
  • The largest OneAscent Core Plus Bond ETF seller in Q1 2023 was Atria Investments, an estimated $584K sold.

Based on aggregated 13F filings for Q1 2023.