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OneAscent Core Plus Bond ETF

7 hedge funds and large institutions have $199M invested in OneAscent Core Plus Bond ETF in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
7
Holders Change
-2
Holders Change %
-22.22%
% of All Funds
0.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
Increased
5
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AI
1
Atria Investments
North Carolina
$99.4M 4,582,796 +89,210 +2%
OWM
2
OneAscent Wealth Management
Alabama
$49.1M 2,255,952 -131,726 -6%
OFS
3
OneAscent Financial Services
Alabama
$46.9M 2,153,520 +113,530 +6%
RA
4
RFG Advisory
Alabama
$1.86M 85,774 +9,802 +13%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.14M 52,439 +3,262 +7%
Jane Street
6
Jane Street
New York
$853K 39,335 +25,471 +184%
PP
7
Patron Partners
Texas
$224K 10,314 -469 -4%
Citadel Advisors
8
Citadel Advisors
Florida
-14,465 Closed
UBS Group
9
UBS Group
Switzerland
-332 Closed
CFGS
10
Concourse Financial Group Securities
Alabama