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OneAscent Core Plus Bond ETF
OACP

Overview Fund Activity

17 hedge funds and large institutions have $276M invested in OneAscent Core Plus Bond ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
17
Holders Change
+7
Holders Change %
+70%
% of All Funds
0.23%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
8
Increased
5
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OFS
1
OneAscent Financial Services
Alabama
$84.8M
2
OFO
2
OneAscent Family Office
Alabama
$7.18M
3
MWP
3
Meriwether Wealth & Planning
Louisiana
$1.6M
4
FHC
4
First Heartland Consultants
Missouri
$655K
5
AI
5
Atria Investments
North Carolina
$121M

Top Sellers

1
DAS
1
Dynamic Advisor Solutions
Arizona
$0
2
OWM
2
OneAscent Wealth Management
Alabama
$51.7M
3
Jane Street
3
Jane Street
New York
$276K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.04M
5
Citadel Advisors
5
Citadel Advisors
Florida
$513K
Name Market Value Shares Shares
Change 		Shares
Change %
AI
1
Atria Investments
North Carolina
$121M 5,389,804 +28,091 +0.5%
OFS
2
OneAscent Financial Services
Alabama
$84.8M 3,763,651 +3,763,651 New
OWM
3
OneAscent Wealth Management
Alabama
$51.7M 2,300,602 -46,710 -2%
OFO
4
OneAscent Family Office
Alabama
$7.18M 319,167 +319,167 New
PP
5
Patron Partners
Texas
$2.55M 113,627 +21,723 +24%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.04M 90,665 -4,379 -5%
RA
7
RFG Advisory
Alabama
$1.86M 82,699 +3,586 +5%
MWP
8
Meriwether Wealth & Planning
Louisiana
$1.6M 71,205 +71,205 New
FTUS
9
Flow Traders U.S.
New York
$849K 37,744 +22,484 +147%
FHC
10
First Heartland Consultants
Missouri
$655K 29,147 +29,147 New
Citadel Advisors
11
Citadel Advisors
Florida
$513K 22,797 -282 -1%
Jane Street
12
Jane Street
New York
$276K 12,282 -23,357 -66%
LPL Financial
13
LPL Financial
California
$235K 10,441 +10,441 New
DFP
14
Defined Financial Planning
California
$221K 9,824 +9,824 New
WW
15
Winnow Wealth
Texas
$148K 6,598 +6,598 New
IA
16
IFP Advisors
Florida
$107K 4,748 +3,486 +276%
UBS Group
17
UBS Group
Switzerland
$270 12 +12 New
DAS
18
Dynamic Advisor Solutions
Arizona
– – -92,631 Closed
CFGS
19
Concourse Financial Group Securities
Alabama
– – – –