OneAscent Emerging Markets ETF
OAEM
23 hedge funds and large institutions have $80.4M invested in OneAscent Emerging Markets ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 3 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
33.09% more ownership
Funds ownership: 113.55% → 146.64% (+33%)
21% more funds holding
Funds holding: 19 → 23 (+4)
7% less capital invested
Capital invested by funds: $86.9M → $80.4M (-$6.43M)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$24.8M |
| 2 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$550K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$236K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$166K |
| 5 |
VA
Valmark Advisers
Akron,
Ohio
|
+$66K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$19.5M |
| 2 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
-$9.59M |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$549K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$435K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$336K |
OAEM Hedge Fund Activity: Q4 2024 in Review
23 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in OneAscent Emerging Markets ETF (OAEM) for Q4 2024, worth a combined $80.4M — down 7.4% from $86.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new OAEM positions and 3 closed out — a net gain of 4 holders — while 7 added to existing stakes and 8 trimmed.
The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $24.8M. The largest seller was Atria Investments, cutting an estimated $19.5M.
- 23 institutional investors held OneAscent Emerging Markets ETF (OAEM) as of Q4 2024, up from 19 in Q3 2024.
- Funds reported $80.4M of OneAscent Emerging Markets ETF stock for Q4 2024, down 7.4% quarter-over-quarter.
- 7 funds opened new OneAscent Emerging Markets ETF positions in Q4 2024 and 3 closed out, a net change of +4 holders.
- The largest OneAscent Emerging Markets ETF buyer in Q4 2024 was OneAscent Financial Services, an estimated $24.8M added.
- The largest OneAscent Emerging Markets ETF seller in Q4 2024 was Atria Investments, an estimated $19.5M sold.
Based on aggregated 13F filings for Q4 2024.