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OneAscent International Equity ETF
OAIM

Overview Fund Activity

23 hedge funds and large institutions have $195M invested in OneAscent International Equity ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.31%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
7
Increased
10
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OFS
1
OneAscent Financial Services
Alabama
$64.6M
2
AI
2
Atria Investments
North Carolina
$82.3M
3
CW
3
CreativeOne Wealth
Kansas
$1.83M
4
SG
4
StoneX Group
New York
$1.57M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.83M

Top Sellers

1
DAS
1
Dynamic Advisor Solutions
Arizona
$0
2
VA
2
Valmark Advisers
Ohio
$2.1M
3
Jane Street
3
Jane Street
New York
$315K
4
HCM
4
Howard Capital Management
Georgia
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AI
1
Atria Investments
North Carolina
$82.3M 2,562,615 +105,950 +4%
OFS
2
OneAscent Financial Services
Alabama
$64.6M 1,986,192 +1,986,192 New
OWM
3
OneAscent Wealth Management
Alabama
$27M 839,965 +12,092 +1%
OFO
4
OneAscent Family Office
Alabama
$5.72M 177,923 +177,923 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.83M 87,967 +26,502 +43%
VA
6
Valmark Advisers
Ohio
$2.1M 65,302 -29,360 -31%
CW
7
CreativeOne Wealth
Kansas
$1.83M 56,847 +56,847 New
SG
8
StoneX Group
New York
$1.57M 47,641 +47,641 New
PP
9
Patron Partners
Texas
$1.37M 42,679 +4,514 +12%
RA
10
RFG Advisory
Alabama
$1.11M 34,508 +1,160 +3%
FHC
11
First Heartland Consultants
Missouri
$823K 25,629 +25,629 New
KAS
12
Kestra Advisory Services
Texas
$801K 24,938 -1,180 -5%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$769K 23,934 +14,755 +161%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$588K 18,293 +314 +2%
Jane Street
15
Jane Street
New York
$315K 9,804 -12,076 -55%
FCM
16
Firestone Capital Management
Florida
$298K 9,289 +30 +0.3%
FIA
17
Foundations Investment Advisors
Arizona
$284K 8,840 +148 +2%
AAS
18
Avantax Advisory Services
Texas
$269K 8,361 -200 -2%
LPL Financial
19
LPL Financial
California
$207K 6,458 +565 +10%
CFD
20
Creative Financial Designs
Indiana
$117K 3,653 +3,653 New
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$54.1K 1,685 +1,685 New
AF
22
Advisornet Financial
Minnesota
$31.3K 975 – –
IA
23
IFP Advisors
Florida
$4.85K 151 – –
DAS
24
Dynamic Advisor Solutions
Arizona
– – -40,211 Closed
HCM
25
Howard Capital Management
Georgia
– – -6,509 Closed
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