OneAscent Core Plus Bond ETF
OACP
18 hedge funds and large institutions have $276M invested in OneAscent Core Plus Bond ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
80% more funds holding
Funds holding: 10 → 18 (+8)
55.93% more ownership
Funds ownership: 112.32% → 168.25% (+56%)
45% more capital invested
Capital invested by funds: $191M → $276M (+$85.5M)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$86.1M |
| 2 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$667K |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$643K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$515K |
| 5 |
PP
Patron Partners
Houston,
Texas
|
+$497K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$2.17M |
| 2 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
-$1.07M |
| 3 |
Jane Street
New York
|
-$535K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$100K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$6.46K |
OACP Hedge Fund Activity: Q4 2024 in Review
18 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in OneAscent Core Plus Bond ETF (OACP) for Q4 2024, worth a combined $276M — up 45% from $191M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new OACP positions and 1 closed out — a net gain of 8 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $86.1M. The largest seller was Dynamic Advisor Solutions, exiting entirely with an estimated $2.17M sold.
- 18 institutional investors held OneAscent Core Plus Bond ETF (OACP) as of Q4 2024, up from 10 in Q3 2024.
- Funds reported $276M of OneAscent Core Plus Bond ETF stock for Q4 2024, up 45% quarter-over-quarter.
- 9 funds opened new OneAscent Core Plus Bond ETF positions in Q4 2024 and 1 closed out, a net change of +8 holders.
- The largest OneAscent Core Plus Bond ETF buyer in Q4 2024 was OneAscent Financial Services, an estimated $86.1M added.
- The largest OneAscent Core Plus Bond ETF seller in Q4 2024 was Dynamic Advisor Solutions, an estimated $2.17M sold.
Based on aggregated 13F filings for Q4 2024.