OneAscent International Equity ETF
OAIM
24 hedge funds and large institutions have $196M invested in OneAscent International Equity ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
55% more capital invested
Capital invested by funds: $126M → $196M (+$69.8M)
53.5% more ownership
Funds ownership: 93% → 146.5% (+54%)
26% more funds holding
Funds holding: 19 → 24 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$66.2M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$3.53M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.9M |
| 4 |
SG
StoneX Group
New York
|
+$1.59M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$883K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$1.38M |
| 2 |
VA
Valmark Advisers
Akron,
Ohio
|
-$979K |
| 3 |
Jane Street
New York
|
-$403K |
| 4 |
HCM
Howard Capital Management
Roswell,
Georgia
|
-$224K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$206K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCM
26
Howard Capital Management
Roswell,
Georgia
| – | -$224K | -6,509 | Closed |
|
|
27
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$206K | -5,975 | Closed |
|
OAIM Hedge Fund Activity: Q4 2024 in Review
24 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in OneAscent International Equity ETF (OAIM) for Q4 2024, worth a combined $196M — up 55% from $126M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new OAIM positions and 3 closed out — a net gain of 5 holders — while 10 added to existing stakes and 4 trimmed.
The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $66.2M. The largest seller was Dynamic Advisor Solutions, exiting entirely with an estimated $1.38M sold.
- 24 institutional investors held OneAscent International Equity ETF (OAIM) as of Q4 2024, up from 19 in Q3 2024.
- Funds reported $196M of OneAscent International Equity ETF stock for Q4 2024, up 55% quarter-over-quarter.
- 8 funds opened new OneAscent International Equity ETF positions in Q4 2024 and 3 closed out, a net change of +5 holders.
- The largest OneAscent International Equity ETF buyer in Q4 2024 was OneAscent Financial Services, an estimated $66.2M added.
- The largest OneAscent International Equity ETF seller in Q4 2024 was Dynamic Advisor Solutions, an estimated $1.38M sold.
Based on aggregated 13F filings for Q4 2024.