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OneAscent Core Plus Bond ETF

10 hedge funds and large institutions have $244M invested in OneAscent Core Plus Bond ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
10
Holders Change
+3
Holders Change %
+42.86%
% of All Funds
0.15%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
4
Increased
5
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AI
1
Atria Investments
North Carolina
$119M 5,192,601 +609,805 +13%
OFS
2
OneAscent Financial Services
Alabama
$68.8M 2,988,319 +834,799 +39%
OWM
3
OneAscent Wealth Management
Alabama
$51M 2,213,218 -42,734 -2%
RA
4
RFG Advisory
Alabama
$2.15M 93,514 +7,740 +9%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.85M 80,520 +28,081 +54%
PP
6
Patron Partners
Texas
$503K 21,887 +11,573 +112%
FTUS
7
Flow Traders U.S.
New York
$491K 21,383 +21,383 New
Citadel Advisors
8
Citadel Advisors
Florida
$370K 16,117 +16,117 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$48K 2,108 +2,108 New
UBS Group
10
UBS Group
Switzerland
$12.1K 527 +527 New
Jane Street
11
Jane Street
New York
-39,335 Closed
CFGS
12
Concourse Financial Group Securities
Alabama