We are live on ! Find out more
OAIM icon

OneAscent International Equity ETF

43 hedge funds and large institutions have $246M invested in OneAscent International Equity ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

14% more capital invested

Capital invested by funds: $215M → $246M (+$30.4M)

2.99% more ownership

Funds ownership: 92.21%95.19% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less funds holding

Funds holding: 4543 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.52%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
3
Increased
20
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1
OneAscent Financial Services
Alabama
$96.9M +$38.2M +946,271 +68%
OWM
2
OneAscent Wealth Management
Alabama
$38.1M +$973K +24,065 +3%
PAW
3
Plan A Wealth
Nebraska
$25.3M +$974K +24,088 +4%
AI
4
Atria Investments
North Carolina
$25M -$16.6M -410,375 -40%
OFO
5
OneAscent Family Office
Alabama
$10.4M +$1.09M +27,038 +12%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$10M +$9.56M +236,473 New
VA
7
Valmark Advisers
Ohio
$4.03M +$853K +21,104 +28%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.85M +$1M +24,747 +36%
WIA
9
World Investment Advisors
California
$3.27M +$368K +9,097 +13%
IA
10
Inspire Advisors
Idaho
$3.18M +$694K +17,158 +29%
IRP
11
Investment Research Partners
Pennsylvania
$2.96M -$21K -520 -0.7%
OIS
12
OneAscent Investment Solutions
Alabama
$2.6M +$2.22K +55 +0.1%
RA
13
RFG Advisory
Alabama
$2.36M +$144K +3,570 +7%
PP
14
Patron Partners
Texas
$1.88M -$12.9K -319 -0.7%
FAM
15
Frontier Asset Management
Wyoming
$1.78M -$48.3K -1,195 -3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.74M +$87.3K +2,160 +5%
FHC
17
First Heartland Consultants
Missouri
$1.7M +$90.4K +2,236 +6%
CFM
18
Cornerstone Financial Management
Massachusetts
$1.14M +$1.12M +27,596 New
MFG
19
Merit Financial Group
Georgia
$1.04M +$115K +2,839 +13%
LPL Financial
20
LPL Financial
California
$969K -$612K -15,135 -39%
KAS
21
Kestra Advisory Services
Texas
$953K +$35.1K +869 +4%
Citadel Advisors
22
Citadel Advisors
Florida
$910K -$2.71M -67,160 -75%
TA
23
TrueWealth Advisors
Alabama
$796K +$11.5K +284 +1%
EWA
24
EverSource Wealth Advisors
Alabama
$629K +$571K +14,129 +1,327%
FCM
25
Firestone Capital Management
Florida
$486K +$48.5K +1,200 +11%

OAIM Hedge Fund Activity: Q4 2025 in Review

43 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in OneAscent International Equity ETF (OAIM) for Q4 2025, worth a combined $246M — up 14% from $215M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of OAIM and 3 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 20 added.

The largest buyer was OneAscent Financial Services, adding an estimated $38.2M. The largest seller was Atria Investments, cutting an estimated $16.6M.

  • 43 institutional investors held OneAscent International Equity ETF (OAIM) as of Q4 2025, down from 45 in Q3 2025.
  • Funds reported $246M of OneAscent International Equity ETF stock for Q4 2025, up 14% quarter-over-quarter.
  • 3 funds opened new OneAscent International Equity ETF positions in Q4 2025 and 5 closed out, a net change of -2 holders.
  • The largest OneAscent International Equity ETF buyer in Q4 2025 was OneAscent Financial Services, an estimated $38.2M added.
  • The largest OneAscent International Equity ETF seller in Q4 2025 was Atria Investments, an estimated $16.6M sold.

Based on aggregated 13F filings for Q4 2025.