OneAscent Core Plus Bond ETF
OACP
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.
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
Top Sellers
| 1 |
AI
1
Atria Investments
Charlotte,
North Carolina
|
$100M |
| 2 |
2
UBS Group
Zurich,
Switzerland
|
$55.8K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AI
1
Atria Investments
Charlotte,
North Carolina
| $100M | 4,344,397 | -25,426 | -0.6% |
|
|
OWM
2
OneAscent Wealth Management
Birmingham,
Alabama
| $52.8M | 2,281,872 | +102,700 | +5% |
|
|
OFS
3
OneAscent Financial Services
Birmingham,
Alabama
| $45M | 1,945,949 | +138,320 | +8% |
|
4
Jane Street
New York
| $1.44M | 62,276 | +4,114 | +7% |
|
|
OCFG
5
O'Connor Financial Group
Quincy,
Illinois
| $1.35M | 58,386 | +58,386 | New |
|
6
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.04M | 44,955 | +44,955 | New |
|
|
RA
7
RFG Advisory
Birmingham,
Alabama
| $961K | 41,646 | +11,952 | +40% |
|
|
8
UBS Group
Zurich,
Switzerland
| $55.8K | 2,418 | -586 | -20% |
|
|
EWA
9
EverSource Wealth Advisors
Birmingham,
Alabama
| $39.6K | 1,718 | +1,718 | New |
|
|
CFGS
10
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|