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OneAscent International Equity ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 24 (+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: 1924 (+5)

Holders
24
Holders Change
+5
Holders Change %
+26.32%
% of All Funds
0.32%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
8
Increased
10
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Atria Investments
North Carolina
$82.3M +$3.53M +105,950 +4%
OFS
2
OneAscent Financial Services
Alabama
$64.6M +$66.2M +1,986,192 New
OWM
3
OneAscent Wealth Management
Alabama
$27M +$403K +12,092 +1%
OFO
4
OneAscent Family Office
Alabama
$5.71M +$5.93M +177,923 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.83M +$883K +26,502 +43%
VA
6
Valmark Advisers
Ohio
$2.1M -$979K -29,360 -31%
CW
7
CreativeOne Wealth
Kansas
$1.83M +$1.9M +56,847 New
SG
8
StoneX Group
New York
$1.57M +$1.59M +47,641 New
PP
9
Patron Partners
Texas
$1.37M +$150K +4,514 +12%
PAW
10
Plan A Wealth
Nebraska
$1.16M +$1.21M +36,211 New
RA
11
RFG Advisory
Alabama
$1.11M +$38.7K +1,160 +3%
FHC
12
First Heartland Consultants
Missouri
$823K +$854K +25,629 New
KAS
13
Kestra Advisory Services
Texas
$801K -$39.3K -1,180 -5%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$769K +$492K +14,755 +161%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$588K +$10.5K +314 +2%
Jane Street
16
Jane Street
New York
$315K -$403K -12,076 -55%
FCM
17
Firestone Capital Management
Florida
$298K +$1K +30 +0.3%
FIA
18
Foundations Investment Advisors
Arizona
$284K +$4.93K +148 +2%
AAS
19
Avantax Advisory Services
Texas
$269K -$6.67K -200 -2%
LPL Financial
20
LPL Financial
California
$207K +$18.8K +565 +10%
CFD
21
Creative Financial Designs
Indiana
$117K +$122K +3,653 New
JP Morgan Chase
22
JP Morgan Chase
New York
$54.1K +$56.2K +1,685 New
AF
23
Advisornet Financial
Minnesota
$31.3K
IA
24
IFP Advisors
Florida
$4.85K
DAS
25
Dynamic Advisor Solutions
Arizona
-$1.38M -40,211 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.