OneAscent Core Plus Bond ETF
OACP
19 hedge funds and large institutions have $194M invested in OneAscent Core Plus Bond ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 2 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
6% more funds holding
Funds holding: 18 → 19 (+1)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
30% less capital invested
Capital invested by funds: $276M → $194M (-$81.9M)
49.02% less ownership
Funds ownership: 168.25% → 119.23% (-49%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.46M |
| 2 |
OFO
OneAscent Family Office
Birmingham,
Alabama
|
+$876K |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$776K |
| 4 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$462K |
| 5 |
PP
Patron Partners
Houston,
Texas
|
+$351K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$84.2M |
| 2 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$5.62M |
| 3 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
-$1.78M |
| 4 |
MWP
Meriwether Wealth & Planning
Minden,
Louisiana
|
-$315K |
| 5 |
DFP
Defined Financial Planning
San Rafael,
California
|
-$221K |
OACP Hedge Fund Activity: Q1 2025 in Review
19 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in OneAscent Core Plus Bond ETF (OACP) for Q1 2025, worth a combined $194M — down 30% from $276M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new OACP positions and 2 closed out — a net gain of 1 holder — while 11 added to existing stakes and 5 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $1.46M. The largest seller was Atria Investments, cutting an estimated $84.2M.
- 19 institutional investors held OneAscent Core Plus Bond ETF (OACP) as of Q1 2025, up from 18 in Q4 2024.
- Funds reported $194M of OneAscent Core Plus Bond ETF stock for Q1 2025, down 30% quarter-over-quarter.
- 3 funds opened new OneAscent Core Plus Bond ETF positions in Q1 2025 and 2 closed out, a net change of +1 holder.
- The largest OneAscent Core Plus Bond ETF buyer in Q1 2025 was Citadel Advisors, an estimated $1.46M added.
- The largest OneAscent Core Plus Bond ETF seller in Q1 2025 was Atria Investments, an estimated $84.2M sold.
Based on aggregated 13F filings for Q1 2025.