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OneAscent Emerging Markets ETF
OAEM

16 hedge funds and large institutions have $102M invested in OneAscent Emerging Markets ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

100% more capital invested

Capital invested by funds: $51.2M → $102M (+$51M)

14% more funds holding

Funds holding: 14 → 16 (+2)

8.6% more ownership

Funds ownership: 169.22% → 177.83% (+8.6%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
16
Holders Change
+2
Holders Change %
+14.29%
% of All Funds
0.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
9
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
Atria Investments
North Carolina
+$19.9M
2
OFS
OneAscent Financial Services
Alabama
+$13.3M
3
OWM
OneAscent Wealth Management
Alabama
+$7.25M
4
OMC
Old Mission Capital
Illinois
+$1.02M
5
FAM
Frontier Asset Management
Wyoming
+$709K

Top Sellers

1
Jane Street
Jane Street
New York
-$147K
2
Osaic Holdings
Osaic Holdings
Arizona
-$71.9K
3
UBS Group
UBS Group
Switzerland
-$1.04K
4
KAS
Kestra Advisory Services
Texas
-$276
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1
Atria Investments
North Carolina
$46.8M +$19.9M +721,989 +82%
OFS
2
OneAscent Financial Services
Alabama
$26.8M +$13.3M +483,453 +116%
OWM
3
OneAscent Wealth Management
Alabama
$19.8M +$7.25M +262,736 +65%
FAM
4
Frontier Asset Management
Wyoming
$2.96M +$709K +25,709 +34%
SB
5
Strategic Blueprint
Georgia
$1.23M +$24.5K +888 +2%
OMC
6
Old Mission Capital
Illinois
$1.08M +$1.02M +36,868 New
GS
7
GTS Securities
New York
$970K +$58.1K +2,105 +7%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$843K +$394K +14,280 +98%
RA
9
RFG Advisory
Alabama
$538K +$120K +4,336 +31%
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$406K +$90.8K +3,292 +31%
KAS
11
Kestra Advisory Services
Texas
$246K -$276 -10 -0.1%
Jane Street
12
Jane Street
New York
$231K -$147K -5,345 -40%
PP
13
Patron Partners
Texas
$227K +$214K +7,744 New
Osaic Holdings
14
Osaic Holdings
Arizona
$50.1K -$71.9K -2,605 -60%
CFD
15
Creative Financial Designs
Indiana
$7.06K – – –
PS
16
Principal Securities
Iowa
$1.02K +$966 +35 New
UBS Group
17
UBS Group
Switzerland
– -$1.04K -39 Closed

OAEM Hedge Fund Activity: Q4 2023 in Review

16 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in OneAscent Emerging Markets ETF (OAEM) for Q4 2023, worth a combined $102M — up 100% from $51.2M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new OAEM positions and 1 closed out — a net gain of 2 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Atria Investments, adding an estimated $19.9M. The largest seller was Jane Street, cutting an estimated $147K.

  • 16 institutional investors held OneAscent Emerging Markets ETF (OAEM) as of Q4 2023, up from 14 in Q3 2023.
  • Funds reported $102M of OneAscent Emerging Markets ETF stock for Q4 2023, up 100% quarter-over-quarter.
  • 3 funds opened new OneAscent Emerging Markets ETF positions in Q4 2023 and 1 closed out, a net change of +2 holders.
  • The largest OneAscent Emerging Markets ETF buyer in Q4 2023 was Atria Investments, an estimated $19.9M added.
  • The largest OneAscent Emerging Markets ETF seller in Q4 2023 was Jane Street, an estimated $147K sold.

Based on aggregated 13F filings for Q4 2023.