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OneAscent Core Plus Bond ETF

21 hedge funds and large institutions have $220M invested in OneAscent Core Plus Bond ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

13% more capital invested

Capital invested by funds: $194M → $220M (+$25.3M)

11% more funds holding

Funds holding: 1921 (+2)

4.29% more ownership

Funds ownership: 119.23%123.52% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.28%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
8
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1
OneAscent Financial Services
Alabama
$96M +$15.6M +692,251 +20%
OWM
2
OneAscent Wealth Management
Alabama
$52.3M +$1.62M +71,950 +3%
AI
3
Atria Investments
North Carolina
$46.9M +$8.75M +387,547 +23%
OFO
4
OneAscent Family Office
Alabama
$8.06M -$88.9K -3,939 -1%
PP
5
Patron Partners
Texas
$2.95M +$12K +530 +0.4%
OIS
6
OneAscent Investment Solutions
Alabama
$2.71M -$72.4K -3,210 -3%
RA
7
RFG Advisory
Alabama
$2.39M +$44.7K +1,981 +2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.98M -$92.5K -4,097 -5%
FHC
9
First Heartland Consultants
Missouri
$1.36M +$539K +23,888 +67%
MWP
10
Meriwether Wealth & Planning
Louisiana
$898K -$404K -17,899 -31%
DAS
11
Dynamic Advisor Solutions
Arizona
$753K -$27.9K -1,236 -4%
IA
12
IFP Advisors
Florida
$742K +$575K +25,463 +358%
Jane Street
13
Jane Street
New York
$735K +$383K +16,962 +111%
Citadel Advisors
14
Citadel Advisors
Florida
$513K -$1.46M -64,890 -74%
PAW
15
Plan A Wealth
Nebraska
$395K -$13.9K -616 -3%
SB
16
Strategic Blueprint
Georgia
$390K +$386K +17,101 New
Goldman Sachs
17
Goldman Sachs
New York
$364K +$361K +15,979 New
LPL Financial
18
LPL Financial
California
$202K -$56.8K -2,518 -22%
Raymond James Financial
19
Raymond James Financial
Florida
$17.9K +$17.7K +785 New
UBS Group
20
UBS Group
Switzerland
$6.61K +$6.54K +290 New
CAM
21
Clarity Asset Management
Iowa
$5.58K +$5.53K +245 New
FTUS
22
Flow Traders U.S.
New York
-$916K -40,218 Closed
WW
23
Winnow Wealth
Texas
-$145K -6,353 Closed
Osaic Holdings
24
Osaic Holdings
Arizona
-$16.6K -726 Closed

OACP Hedge Fund Activity: Q2 2025 in Review

21 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in OneAscent Core Plus Bond ETF (OACP) for Q2 2025, worth a combined $220M — up 13% from $194M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OACP positions and 3 closed out — a net gain of 2 holders — while 8 added to existing stakes and 8 trimmed.

The largest buyer was OneAscent Financial Services, adding an estimated $15.6M. The largest seller was Citadel Advisors, cutting an estimated $1.46M.

  • 21 institutional investors held OneAscent Core Plus Bond ETF (OACP) as of Q2 2025, up from 19 in Q1 2025.
  • Funds reported $220M of OneAscent Core Plus Bond ETF stock for Q2 2025, up 13% quarter-over-quarter.
  • 5 funds opened new OneAscent Core Plus Bond ETF positions in Q2 2025 and 3 closed out, a net change of +2 holders.
  • The largest OneAscent Core Plus Bond ETF buyer in Q2 2025 was OneAscent Financial Services, an estimated $15.6M added.
  • The largest OneAscent Core Plus Bond ETF seller in Q2 2025 was Citadel Advisors, an estimated $1.46M sold.

Based on aggregated 13F filings for Q2 2025.