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OneAscent International Equity ETF

36 hedge funds and large institutions have $239M invested in OneAscent International Equity ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

32% more capital invested

Capital invested by funds: $181M → $239M (+$57.7M)

24% more funds holding

Funds holding: 2936 (+7)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.68% less ownership

Funds ownership: 109.81%109.12% (-0.68%)

Holders
36
Holders Change
+7
Holders Change %
+24.14%
% of All Funds
0.47%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
8
Increased
19
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1
OneAscent Financial Services
Alabama
$83.8M +$4.31M +121,366 +6%
AI
2
Atria Investments
North Carolina
$43.7M -$716K -20,168 -2%
OWM
3
OneAscent Wealth Management
Alabama
$43.5M +$6.56M +184,832 +19%
PAW
4
Plan A Wealth
Nebraska
$18.5M +$9.57M +269,545 +125%
OFO
5
OneAscent Family Office
Alabama
$9.94M +$1.79M +50,476 +24%
CW
6
CreativeOne Wealth
Kansas
$8.17M +$214K +6,036 +3%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$3.85M +$228K +6,419 +7%
Citadel Advisors
8
Citadel Advisors
Florida
$3.15M +$2.93M +82,566 New
OIS
9
OneAscent Investment Solutions
Alabama
$2.86M +$43.3K +1,220 +2%
VA
10
Valmark Advisers
Ohio
$2.71M -$213K -6,001 -8%
IA
11
Inspire Advisors
Idaho
$2.45M +$2.28M +64,179 New
RA
12
RFG Advisory
Alabama
$2.05M +$242K +6,808 +14%
PP
13
Patron Partners
Texas
$1.94M +$73.3K +2,066 +4%
FHC
14
First Heartland Consultants
Missouri
$1.45M +$471K +13,274 +54%
LPL Financial
15
LPL Financial
California
$1.45M +$389K +10,971 +41%
HI
16
Harbour Investments
Wisconsin
$1.29M +$1.16M +32,719 +3,492%
Jane Street
17
Jane Street
New York
$1.26M +$826K +23,276 +241%
SG
18
StoneX Group
New York
$1.21M -$1.47M -41,491 -57%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.04M +$184K +5,195 +24%
KAS
20
Kestra Advisory Services
Texas
$850K -$76.4K -2,151 -9%
TA
21
TrueWealth Advisors
Alabama
$686K +$4.44K +125 +0.7%
DAS
22
Dynamic Advisor Solutions
Arizona
$460K -$79.5K -2,240 -16%
FCM
23
Firestone Capital Management
Florida
$396K +$21.3K +600 +6%
FAM
24
Frontier Asset Management
Wyoming
$341K +$317K +8,937 New
AAS
25
Avantax Advisory Services
Texas
$339K -$8.13K -229 -3%

OAIM Hedge Fund Activity: Q2 2025 in Review

36 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in OneAscent International Equity ETF (OAIM) for Q2 2025, worth a combined $239M — up 32% from $181M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new OAIM positions and 1 closed out — a net gain of 7 holders — while 19 added to existing stakes and 9 trimmed.

The largest buyer was Plan A Wealth, adding an estimated $9.57M. The largest seller was StoneX Group, cutting an estimated $1.47M.

  • 36 institutional investors held OneAscent International Equity ETF (OAIM) as of Q2 2025, up from 29 in Q1 2025.
  • Funds reported $239M of OneAscent International Equity ETF stock for Q2 2025, up 32% quarter-over-quarter.
  • 8 funds opened new OneAscent International Equity ETF positions in Q2 2025 and 1 closed out, a net change of +7 holders.
  • The largest OneAscent International Equity ETF buyer in Q2 2025 was Plan A Wealth, an estimated $9.57M added.
  • The largest OneAscent International Equity ETF seller in Q2 2025 was StoneX Group, an estimated $1.47M sold.

Based on aggregated 13F filings for Q2 2025.