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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$3.18M |
| 2 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
+$2.36M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.03M |
| 4 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$274K |
| 5 |
Jane Street
New York
|
+$94.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$584K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$13.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AI
1
Atria Investments
Charlotte,
North Carolina
| $100M | -$584K | -25,426 | -0.6% |
|
|
OWM
2
OneAscent Wealth Management
Birmingham,
Alabama
| $52.8M | +$2.36M | +102,700 | +5% |
|
|
OFS
3
OneAscent Financial Services
Birmingham,
Alabama
| $45M | +$3.18M | +138,320 | +8% |
|
|
4
Jane Street
New York
| $1.44M | +$94.5K | +4,114 | +7% |
|
|
OCFG
5
O'Connor Financial Group
Quincy,
Illinois
| $1.35M | +$1.34M | +58,386 | New |
|
|
6
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.04M | +$1.03M | +44,955 | New |
|
|
RA
7
RFG Advisory
Birmingham,
Alabama
| $961K | +$274K | +11,952 | +40% |
|
|
8
UBS Group
Zurich,
Switzerland
| $55.8K | -$13.5K | -586 | -20% |
|
|
EWA
9
EverSource Wealth Advisors
Birmingham,
Alabama
| $39.6K | +$39.4K | +1,718 | New |
|
OACP Hedge Fund Activity: Q1 2023 in Review
9 of the 6,275 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.