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OneAscent Emerging Markets ETF

27 hedge funds and large institutions have $53.5M invested in OneAscent Emerging Markets ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

8% more funds holding

Funds holding: 2527 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

6% less capital invested

Capital invested by funds: $56.9M → $53.5M (-$3.44M)

19.87% less ownership

Funds ownership: 109.97%90.1% (-20%)

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
4
Increased
10
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1
OneAscent Financial Services
Alabama
$19.8M -$6.17M -186,235 -24%
OWM
2
OneAscent Wealth Management
Alabama
$13.7M +$1.88M +56,798 +17%
AI
3
Atria Investments
North Carolina
$7.68M -$843K -25,426 -10%
OFO
4
OneAscent Family Office
Alabama
$2.21M -$48.4K -1,461 -2%
FAM
5
Frontier Asset Management
Wyoming
$1.39M -$1.36M -40,957 -50%
PP
6
Patron Partners
Texas
$1.1M +$39.9K +1,205 +4%
VA
7
Valmark Advisers
Ohio
$990K +$51.3K +1,549 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$935K -$192K -5,791 -18%
OIS
9
OneAscent Investment Solutions
Alabama
$905K -$51.5K -1,554 -6%
RA
10
RFG Advisory
Alabama
$740K +$13.1K +395 +2%
FHC
11
First Heartland Consultants
Missouri
$727K +$15.2K +458 +2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$708K -$23.5K -710 -3%
PAW
13
Plan A Wealth
Nebraska
$612K +$64.5K +1,945 +12%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$397K -$103K -3,109 -21%
IA
15
IFP Advisors
Florida
$395K -$119K -3,605 -24%
CFD
16
Creative Financial Designs
Indiana
$318K +$103K +3,112 +51%
Citadel Advisors
17
Citadel Advisors
Florida
$261K +$251K +7,577 New
LPL Financial
18
LPL Financial
California
$206K +$198K +5,976 New
Osaic Holdings
19
Osaic Holdings
Arizona
$197K -$78.3K -2,364 -29%
EWA
20
EverSource Wealth Advisors
Alabama
$57.9K +$28.5K +861 +105%
PS
21
Principal Securities
Iowa
$55.1K -$48.8K -1,473 -48%
AF
22
Advisornet Financial
Minnesota
$42.1K +$298 +9 +0.7%
ACA
23
Aptus Capital Advisors
Alabama
$17.1K
UBS Group
24
UBS Group
Switzerland
$13.9K +$13.4K +403 New
Comerica Bank
25
Comerica Bank
Texas
$13.1K +$961 +29 +8%

OAEM Hedge Fund Activity: Q3 2025 in Review

27 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in OneAscent Emerging Markets ETF (OAEM) for Q3 2025, worth a combined $53.5M — down 6% from $56.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new OAEM positions and 2 closed out — a net gain of 2 holders — while 10 added to existing stakes and 11 trimmed.

The largest buyer was OneAscent Wealth Management, adding an estimated $1.88M. The largest seller was OneAscent Financial Services, cutting an estimated $6.17M.

  • 27 institutional investors held OneAscent Emerging Markets ETF (OAEM) as of Q3 2025, up from 25 in Q2 2025.
  • Funds reported $53.5M of OneAscent Emerging Markets ETF stock for Q3 2025, down 6% quarter-over-quarter.
  • 4 funds opened new OneAscent Emerging Markets ETF positions in Q3 2025 and 2 closed out, a net change of +2 holders.
  • The largest OneAscent Emerging Markets ETF buyer in Q3 2025 was OneAscent Wealth Management, an estimated $1.88M added.
  • The largest OneAscent Emerging Markets ETF seller in Q3 2025 was OneAscent Financial Services, an estimated $6.17M sold.

Based on aggregated 13F filings for Q3 2025.