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OneAscent International Equity ETF

45 hedge funds and large institutions have $215M invested in OneAscent International Equity ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

25% more funds holding

Funds holding: 3645 (+9)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less capital invested

Capital invested by funds: $239M → $215M (-$23.5M)

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

16.92% less ownership

Funds ownership: 109.12%92.21% (-17%)

Holders
45
Holders Change
+9
Holders Change %
+25%
% of All Funds
0.59%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
12
Increased
13
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1
OneAscent Financial Services
Alabama
$56.1M -$31.2M -797,763 -36%
AI
2
Atria Investments
North Carolina
$40.8M -$5.13M -131,220 -11%
OWM
3
OneAscent Wealth Management
Alabama
$36.1M -$9.42M -241,170 -21%
PAW
4
Plan A Wealth
Nebraska
$23.6M +$4.02M +102,926 +21%
OFO
5
OneAscent Family Office
Alabama
$8.97M -$1.45M -37,183 -14%
CW
6
CreativeOne Wealth
Kansas
$8.61M -$1.6K -41 -0%
Citadel Advisors
7
Citadel Advisors
Florida
$3.59M +$258K +6,591 +8%
VA
8
Valmark Advisers
Ohio
$3.07M +$212K +5,415 +8%
IRP
9
Investment Research Partners
Pennsylvania
$2.93M +$2.81M +71,980 New
WIA
10
World Investment Advisors
California
$2.81M +$2.73M +69,860 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.75M +$1.61M +41,140 +152%
OIS
12
OneAscent Investment Solutions
Alabama
$2.53M -$472K -12,070 -16%
IA
13
Inspire Advisors
Idaho
$2.4M -$172K -4,392 -7%
Jane Street
14
Jane Street
New York
$2.38M +$1.03M +26,371 +80%
RA
15
RFG Advisory
Alabama
$2.15M -$15.6K -400 -0.7%
PP
16
Patron Partners
Texas
$1.84M -$192K -4,918 -10%
FAM
17
Frontier Asset Management
Wyoming
$1.78M +$1.38M +35,217 +394%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.61M -$2.37M -60,779 -60%
FHC
19
First Heartland Consultants
Missouri
$1.56M +$29.9K +766 +2%
LPL Financial
20
LPL Financial
California
$1.55M +$22.3K +570 +2%
HI
21
Harbour Investments
Wisconsin
$1.29M -$65.7K -1,682 -5%
MFG
22
Merit Financial Group
Georgia
$899K +$873K +22,344 New
KAS
23
Kestra Advisory Services
Texas
$891K -$4.57K -117 -0.5%
TA
24
TrueWealth Advisors
Alabama
$762K +$38.2K +977 +5%
FCM
25
Firestone Capital Management
Florida
$424K +$7.03K +180 +2%

OAIM Hedge Fund Activity: Q3 2025 in Review

45 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in OneAscent International Equity ETF (OAIM) for Q3 2025, worth a combined $215M — down 9.8% from $239M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new OAIM positions and 2 closed out — a net gain of 10 holders — while 13 added to existing stakes and 15 trimmed.

The largest buyer was Plan A Wealth, adding an estimated $4.02M. The largest seller was OneAscent Financial Services, cutting an estimated $31.2M.

  • 45 institutional investors held OneAscent International Equity ETF (OAIM) as of Q3 2025, up from 36 in Q2 2025.
  • Funds reported $215M of OneAscent International Equity ETF stock for Q3 2025, down 9.8% quarter-over-quarter.
  • 12 funds opened new OneAscent International Equity ETF positions in Q3 2025 and 2 closed out, a net change of +10 holders.
  • The largest OneAscent International Equity ETF buyer in Q3 2025 was Plan A Wealth, an estimated $4.02M added.
  • The largest OneAscent International Equity ETF seller in Q3 2025 was OneAscent Financial Services, an estimated $31.2M sold.

Based on aggregated 13F filings for Q3 2025.