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OneAscent Emerging Markets ETF

24 hedge funds and large institutions have $44.3M invested in OneAscent Emerging Markets ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

4% more funds holding

Funds holding: 2324 (+1)

43.96% less ownership

Funds ownership: 146.64%102.68% (-44%)

45% less capital invested

Capital invested by funds: $80.4M → $44.3M (-$36.1M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
2
Increased
12
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1
OneAscent Financial Services
Alabama
$18.1M -$5.68M -190,486 -23%
OWM
2
OneAscent Wealth Management
Alabama
$7.1M -$5.33M -178,855 -42%
AI
3
Atria Investments
North Carolina
$6.53M -$24.6M -824,750 -78%
FAM
4
Frontier Asset Management
Wyoming
$2.78M -$262K -8,796 -8%
OFO
5
OneAscent Family Office
Alabama
$1.57M -$332K -11,148 -17%
VA
6
Valmark Advisers
Ohio
$914K +$147K +4,939 +18%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$908K +$46.5K +1,561 +5%
PP
8
Patron Partners
Texas
$853K +$5.81K +195 +0.7%
OIS
9
OneAscent Investment Solutions
Alabama
$750K +$779K +26,117 New
IA
10
IFP Advisors
Florida
$746K +$72.1K +2,419 +10%
SB
11
Strategic Blueprint
Georgia
$702K -$197K -6,604 -21%
RA
12
RFG Advisory
Alabama
$547K +$17.2K +578 +3%
FHC
13
First Heartland Consultants
Missouri
$537K +$15.8K +530 +3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$514K -$274K -9,196 -34%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$477K +$35K +1,174 +8%
PAW
16
Plan A Wealth
Nebraska
$439K -$238K -7,977 -34%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$268K +$279K +9,349 New
CFD
18
Creative Financial Designs
Indiana
$182K +$78K +2,616 +71%
Osaic Holdings
19
Osaic Holdings
Arizona
$177K +$177K +5,948 +2,644%
PS
20
Principal Securities
Iowa
$130K
UBS Group
21
UBS Group
Switzerland
$45.8K -$954 -32 -2%
AF
22
Advisornet Financial
Minnesota
$29K +$209 +7 +0.7%
EWA
23
EverSource Wealth Advisors
Alabama
$20K +$7.87K +264 +61%
Comerica Bank
24
Comerica Bank
Texas
$9.54K +$1.19K +40 +14%
Jane Street
25
Jane Street
New York
-$1.01M -34,487 Closed

OAEM Hedge Fund Activity: Q1 2025 in Review

24 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in OneAscent Emerging Markets ETF (OAEM) for Q1 2025, worth a combined $44.3M — down 45% from $80.4M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new OAEM positions and 1 closed out — a net gain of 1 holder — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $279K. The largest seller was Atria Investments, cutting an estimated $24.6M.

  • 24 institutional investors held OneAscent Emerging Markets ETF (OAEM) as of Q1 2025, up from 23 in Q4 2024.
  • Funds reported $44.3M of OneAscent Emerging Markets ETF stock for Q1 2025, down 45% quarter-over-quarter.
  • 2 funds opened new OneAscent Emerging Markets ETF positions in Q1 2025 and 1 closed out, a net change of +1 holder.
  • The largest OneAscent Emerging Markets ETF buyer in Q1 2025 was Susquehanna International Group, an estimated $279K added.
  • The largest OneAscent Emerging Markets ETF seller in Q1 2025 was Atria Investments, an estimated $24.6M sold.

Based on aggregated 13F filings for Q1 2025.