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OneAscent Core Plus Bond ETF

9 hedge funds and large institutions have $265M invested in OneAscent Core Plus Bond ETF in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 1 closing their positions.

Holders
9
Holders Change
-1
Holders Change %
-10%
% of All Funds
0.13%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
Increased
6
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AI
1
Atria Investments
North Carolina
$127M 5,599,635 +407,034 +8%
OFS
2
OneAscent Financial Services
Alabama
$76.6M 3,363,763 +375,444 +13%
OWM
3
OneAscent Wealth Management
Alabama
$54.1M 2,377,409 +164,191 +7%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.36M 103,863 +23,343 +29%
RA
5
RFG Advisory
Alabama
$1.89M 83,442 -10,072 -11%
PP
6
Patron Partners
Texas
$1.68M 73,839 +51,952 +237%
Citadel Advisors
7
Citadel Advisors
Florida
$556K 24,490 +8,373 +52%
FTUS
8
Flow Traders U.S.
New York
$424K 18,668 -2,715 -13%
UBS Group
9
UBS Group
Switzerland
$1.41K 62 -465 -88%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
-2,108 Closed
CFGS
11
Concourse Financial Group Securities
Alabama