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OneAscent Core Plus Bond ETF

22 hedge funds and large institutions have $180M invested in OneAscent Core Plus Bond ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

5% more funds holding

Funds holding: 2122 (+1)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

18% less capital invested

Capital invested by funds: $220M → $180M (-$39.8M)

32.83% less ownership

Funds ownership: 123.52%90.68% (-33%)

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.29%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
9
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1
OneAscent Financial Services
Alabama
$67.3M -$29.5M -1,290,264 -31%
OWM
2
OneAscent Wealth Management
Alabama
$53.2M +$287K +12,556 +0.5%
AI
3
Atria Investments
North Carolina
$33.2M -$14.2M -619,049 -30%
OFO
4
OneAscent Family Office
Alabama
$8.62M +$457K +19,955 +6%
PP
5
Patron Partners
Texas
$2.9M -$90K -3,932 -3%
OIS
6
OneAscent Investment Solutions
Alabama
$2.49M -$245K -10,697 -9%
RA
7
RFG Advisory
Alabama
$2.32M -$103K -4,522 -4%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.76M -$244K -10,665 -12%
Citadel Advisors
9
Citadel Advisors
Florida
$1.49M +$962K +42,032 +187%
FHC
10
First Heartland Consultants
Missouri
$1.45M +$68.9K +3,011 +5%
MWP
11
Meriwether Wealth & Planning
Louisiana
$909K +$298 +13 +0%
IA
12
IFP Advisors
Florida
$776K +$24.3K +1,060 +3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$626K +$621K +27,128 New
MFG
14
Merit Financial Group
Georgia
$605K +$600K +26,234 New
DAS
15
Dynamic Advisor Solutions
Arizona
$489K -$272K -11,865 -36%
SFS
16
Security Financial Services
Indiana
$458K +$455K +19,866 New
SB
17
Strategic Blueprint
Georgia
$447K +$52K +2,274 +13%
PAW
18
Plan A Wealth
Nebraska
$404K +$4.58K +200 +1%
LFA
19
LGT Financial Advisors
Texas
$255K +$253K +11,060 New
WW
20
Winnow Wealth
Texas
$154K +$147K +6,427 New
EWA
21
EverSource Wealth Advisors
Alabama
$43.5K +$43.2K +1,888 New
CAM
22
Clarity Asset Management
Iowa
$5.71K +$69 +3 +1%
Jane Street
23
Jane Street
New York
-$735K -32,276 Closed
Goldman Sachs
24
Goldman Sachs
New York
-$364K -15,979 Closed
LPL Financial
25
LPL Financial
California
-$202K -8,871 Closed

OACP Hedge Fund Activity: Q3 2025 in Review

22 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in OneAscent Core Plus Bond ETF (OACP) for Q3 2025, worth a combined $180M — down 18% from $220M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new OACP positions and 5 closed out — a net gain of 1 holder — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $962K. The largest seller was OneAscent Financial Services, cutting an estimated $29.5M.

  • 22 institutional investors held OneAscent Core Plus Bond ETF (OACP) as of Q3 2025, up from 21 in Q2 2025.
  • Funds reported $180M of OneAscent Core Plus Bond ETF stock for Q3 2025, down 18% quarter-over-quarter.
  • 6 funds opened new OneAscent Core Plus Bond ETF positions in Q3 2025 and 5 closed out, a net change of +1 holder.
  • The largest OneAscent Core Plus Bond ETF buyer in Q3 2025 was Citadel Advisors, an estimated $962K added.
  • The largest OneAscent Core Plus Bond ETF seller in Q3 2025 was OneAscent Financial Services, an estimated $29.5M sold.

Based on aggregated 13F filings for Q3 2025.