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OneAscent Emerging Markets ETF

25 hedge funds and large institutions have $56.9M invested in OneAscent Emerging Markets ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

28% more capital invested

Capital invested by funds: $44.3M → $56.9M (+$12.6M)

7.29% more ownership

Funds ownership: 102.68%109.97% (+7.3%)

4% more funds holding

Funds holding: 2425 (+1)

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.33%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
3
Increased
15
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1
OneAscent Financial Services
Alabama
$24.6M +$4.04M +133,768 +21%
OWM
2
OneAscent Wealth Management
Alabama
$11.1M +$2.87M +94,967 +38%
AI
3
Atria Investments
North Carolina
$8.04M +$638K +21,125 +9%
FAM
4
Frontier Asset Management
Wyoming
$2.63M -$466K -15,434 -16%
OFO
5
OneAscent Family Office
Alabama
$2.12M +$333K +11,008 +20%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.07M +$41.2K +1,364 +4%
PP
7
Patron Partners
Texas
$999K +$34.7K +1,149 +4%
OIS
8
OneAscent Investment Solutions
Alabama
$901K +$51.8K +1,715 +7%
VA
9
Valmark Advisers
Ohio
$881K -$139K -4,608 -14%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$689K +$102K +3,379 +19%
RA
11
RFG Advisory
Alabama
$683K +$61.8K +2,046 +11%
FHC
12
First Heartland Consultants
Missouri
$668K +$58.9K +1,951 +10%
PAW
13
Plan A Wealth
Nebraska
$513K +$17.1K +566 +4%
IA
14
IFP Advisors
Florida
$488K -$329K -10,896 -42%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$474K -$59.4K -1,966 -12%
SB
16
Strategic Blueprint
Georgia
$426K -$341K -11,277 -46%
Osaic Holdings
17
Osaic Holdings
Arizona
$262K +$57.8K +1,915 +31%
CFD
18
Creative Financial Designs
Indiana
$199K -$5.47K -181 -3%
PS
19
Principal Securities
Iowa
$99.5K -$41.7K -1,380 -31%
AF
20
Advisornet Financial
Minnesota
$39.3K +$6.19K +205 +20%
EWA
21
EverSource Wealth Advisors
Alabama
$26.6K +$3.78K +125 +18%
ACA
22
Aptus Capital Advisors
Alabama
$16.1K +$15K +498 New
Comerica Bank
23
Comerica Bank
Texas
$11.4K +$574 +19 +6%
Raymond James Financial
24
Raymond James Financial
Florida
$3.2K +$2.99K +99 New
CAM
25
Clarity Asset Management
Iowa
$1.1K +$1.03K +34 New

OAEM Hedge Fund Activity: Q2 2025 in Review

25 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in OneAscent Emerging Markets ETF (OAEM) for Q2 2025, worth a combined $56.9M — up 28% from $44.3M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new OAEM positions and 2 closed out — a net gain of 1 holder — while 15 added to existing stakes and 7 trimmed.

The largest buyer was OneAscent Financial Services, adding an estimated $4.04M. The largest seller was Frontier Asset Management, cutting an estimated $466K.

  • 25 institutional investors held OneAscent Emerging Markets ETF (OAEM) as of Q2 2025, up from 24 in Q1 2025.
  • Funds reported $56.9M of OneAscent Emerging Markets ETF stock for Q2 2025, up 28% quarter-over-quarter.
  • 3 funds opened new OneAscent Emerging Markets ETF positions in Q2 2025 and 2 closed out, a net change of +1 holder.
  • The largest OneAscent Emerging Markets ETF buyer in Q2 2025 was OneAscent Financial Services, an estimated $4.04M added.
  • The largest OneAscent Emerging Markets ETF seller in Q2 2025 was Frontier Asset Management, an estimated $466K sold.

Based on aggregated 13F filings for Q2 2025.