OACP icon

OneAscent Core Plus Bond ETF

10 hedge funds and large institutions have $191M invested in OneAscent Core Plus Bond ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
10
Holders Change
-1
Holders Change %
-9.09%
% of All Funds
0.14%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
1
Increased
5
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AI
1
Atria Investments
North Carolina
$125M 5,361,713 -56,587 -1%
OWM
2
OneAscent Wealth Management
Alabama
$55.1M 2,347,312 +85,044 +4%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.22M 95,044 -14,006 -13%
DAS
4
Dynamic Advisor Solutions
Arizona
$2.17M 92,631 +12,063 +15%
PP
5
Patron Partners
Texas
$2.15M 91,904 +17,535 +24%
RA
6
RFG Advisory
Alabama
$1.85M 79,113 -2,450 -3%
Jane Street
7
Jane Street
New York
$834K 35,639 +12,298 +53%
Citadel Advisors
8
Citadel Advisors
Florida
$540K 23,079 -24,652 -52%
FTUS
9
Flow Traders U.S.
New York
$357K 15,260 +1,330 +10%
IA
10
IFP Advisors
Florida
$29.5K 1,262 +1,262 New
OFS
11
OneAscent Financial Services
Alabama
-3,380,636 Closed
UBS Group
12
UBS Group
Switzerland
-1,746 Closed
CFGS
13
Concourse Financial Group Securities
Alabama