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OneAscent International Equity ETF

29 hedge funds and large institutions have $181M invested in OneAscent International Equity ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more funds holding

Funds holding: 2429 (+5)

8% less capital invested

Capital invested by funds: $196M → $181M (-$15.2M)

36.7% less ownership

Funds ownership: 146.5%109.81% (-37%)

Holders
29
Holders Change
+5
Holders Change %
+20.83%
% of All Funds
0.39%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
6
Increased
15
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1
OneAscent Financial Services
Alabama
$69.3M +$2.86M +86,112 +4%
AI
2
Atria Investments
North Carolina
$38.9M -$46.5M -1,397,860 -55%
OWM
3
OneAscent Wealth Management
Alabama
$31.8M +$3.76M +112,956 +13%
PAW
4
Plan A Wealth
Nebraska
$7.2M +$5.96M +179,198 +495%
OFO
5
OneAscent Family Office
Alabama
$7.01M +$1.06M +31,917 +18%
CW
6
CreativeOne Wealth
Kansas
$6.95M +$5.03M +151,146 +266%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$3.15M +$210K +6,325 +7%
VA
8
Valmark Advisers
Ohio
$2.57M +$384K +11,545 +18%
OIS
9
OneAscent Investment Solutions
Alabama
$2.46M +$2.45M +73,697 New
SG
10
StoneX Group
New York
$2.45M +$851K +25,583 +54%
PP
11
Patron Partners
Texas
$1.63M +$199K +5,977 +14%
RA
12
RFG Advisory
Alabama
$1.57M +$414K +12,461 +36%
LPL Financial
13
LPL Financial
California
$902K +$683K +20,536 +318%
FHC
14
First Heartland Consultants
Missouri
$827K -$29.8K -897 -3%
KAS
15
Kestra Advisory Services
Texas
$816K -$17.3K -521 -2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$734K +$122K +3,657 +20%
TA
17
TrueWealth Advisors
Alabama
$596K +$593K +17,836 New
DAS
18
Dynamic Advisor Solutions
Arizona
$477K +$475K +14,283 New
FCM
19
Firestone Capital Management
Florida
$326K +$15.7K +473 +5%
Jane Street
20
Jane Street
New York
$322K -$5.19K -156 -2%
AAS
21
Avantax Advisory Services
Texas
$304K +$24.6K +739 +9%
FIA
22
Foundations Investment Advisors
Arizona
$279K -$16.6K -500 -6%
CFD
23
Creative Financial Designs
Indiana
$124K +$1.5K +45 +1%
JP Morgan Chase
24
JP Morgan Chase
New York
$56.3K
Osaic Holdings
25
Osaic Holdings
Arizona
$40.5K +$40.3K +1,213 New

OAIM Hedge Fund Activity: Q1 2025 in Review

29 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in OneAscent International Equity ETF (OAIM) for Q1 2025, worth a combined $181M — down 7.8% from $196M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new OAIM positions and 1 closed out — a net gain of 5 holders — while 15 added to existing stakes and 5 trimmed.

The largest buyer was Plan A Wealth, adding an estimated $5.96M. The largest seller was Atria Investments, cutting an estimated $46.5M.

  • 29 institutional investors held OneAscent International Equity ETF (OAIM) as of Q1 2025, up from 24 in Q4 2024.
  • Funds reported $181M of OneAscent International Equity ETF stock for Q1 2025, down 7.8% quarter-over-quarter.
  • 6 funds opened new OneAscent International Equity ETF positions in Q1 2025 and 1 closed out, a net change of +5 holders.
  • The largest OneAscent International Equity ETF buyer in Q1 2025 was Plan A Wealth, an estimated $5.96M added.
  • The largest OneAscent International Equity ETF seller in Q1 2025 was Atria Investments, an estimated $46.5M sold.

Based on aggregated 13F filings for Q1 2025.