OneAscent International Equity ETF
OAIM
10 hedge funds and large institutions have $164M invested in OneAscent International Equity ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and closing their positions.
100% more funds holding
Funds holding: 5 → 10 (+5)
69% more capital invested
Capital invested by funds: $96.5M → $164M (+$67.1M)
13.42% more ownership
Funds ownership: 174.58% → 188% (+13%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$24.4M |
| 2 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
+$14.5M |
| 3 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$12.9M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.18M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$709K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AI
1
Atria Investments
Charlotte,
North Carolina
| $82.4M | +$24.4M | +847,382 | +44% |
|
|
OWM
2
OneAscent Wealth Management
Birmingham,
Alabama
| $41.4M | +$14.5M | +503,936 | +56% |
|
|
OFS
3
OneAscent Financial Services
Birmingham,
Alabama
| $36M | +$12.9M | +447,997 | +58% |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.21M | +$1.18M | +41,100 | New |
|
|
OCFG
5
O'Connor Financial Group
Quincy,
Illinois
| $860K | +$838K | +29,160 | New |
|
|
KAS
6
Kestra Advisory Services
Austin,
Texas
| $727K | +$709K | +24,656 | New |
|
|
RA
7
RFG Advisory
Birmingham,
Alabama
| $590K | +$218K | +7,572 | +61% |
|
8
Citadel Advisors
Miami,
Florida
| $278K | +$271K | +9,423 | New |
|
|
EWA
9
EverSource Wealth Advisors
Birmingham,
Alabama
| $84.9K | +$82.7K | +2,879 | New |
|
10
UBS Group
Zurich,
Switzerland
| $48.3K | +$19.3K | +670 | +69% |
|
OAIM Hedge Fund Activity: Q1 2023 in Review
10 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in OneAscent International Equity ETF (OAIM) for Q1 2023, worth a combined $164M — up 69% from $96.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new OAIM positions and 0 closed out — a net gain of 5 holders — while 5 added to existing stakes and 0 trimmed.
The largest buyer was Atria Investments, adding an estimated $24.4M.
- 10 institutional investors held OneAscent International Equity ETF (OAIM) as of Q1 2023, up from 5 in Q4 2022.
- Funds reported $164M of OneAscent International Equity ETF stock for Q1 2023, up 69% quarter-over-quarter.
- 5 funds opened new OneAscent International Equity ETF positions in Q1 2023 and 0 closed out, a net change of +5 holders.
- The largest OneAscent International Equity ETF buyer in Q1 2023 was Atria Investments, an estimated $24.4M added.
Based on aggregated 13F filings for Q1 2023.