OneAscent Large Cap Core ETF
OALC
5 hedge funds and large institutions have $106M invested in OneAscent Large Cap Core ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
85.28% more ownership
Funds ownership: 99.96% → 185.24% (+85%)
77% more capital invested
Capital invested by funds: $59.8M → $106M (+$46.4M)
67% more funds holding
Funds holding: 3 → 5 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
+$27.2M |
| 2 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$22.6M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.57M |
| 4 |
Rockefeller Capital Management
New York
|
+$65.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$10.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AI
1
Atria Investments
Charlotte,
North Carolina
| $56M | +$1.57M | +68,715 | +3% |
|
|
OWM
2
OneAscent Wealth Management
Birmingham,
Alabama
| $27.3M | +$27.2M | +1,192,170 | New |
|
|
OFS
3
OneAscent Financial Services
Birmingham,
Alabama
| $22.7M | +$22.6M | +988,615 | New |
|
|
4
Rockefeller Capital Management
New York
| $166K | +$65.3K | +2,863 | +65% |
|
|
5
UBS Group
Zurich,
Switzerland
| $5K | -$10.7K | -470 | -69% |
|
OALC Hedge Fund Activity: Q1 2022 in Review
5 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in OneAscent Large Cap Core ETF (OALC) for Q1 2022, worth a combined $106M — up 77% from $59.8M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new OALC positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was OneAscent Wealth Management, opening a new position worth an estimated $27.2M. The largest seller was UBS Group, cutting an estimated $10.7K.
- 5 institutional investors held OneAscent Large Cap Core ETF (OALC) as of Q1 2022, up from 3 in Q4 2021.
- Funds reported $106M of OneAscent Large Cap Core ETF stock for Q1 2022, up 77% quarter-over-quarter.
- 2 funds opened new OneAscent Large Cap Core ETF positions in Q1 2022 and 0 closed out, a net change of +2 holders.
- The largest OneAscent Large Cap Core ETF buyer in Q1 2022 was OneAscent Wealth Management, an estimated $27.2M added.
- The largest OneAscent Large Cap Core ETF seller in Q1 2022 was UBS Group, an estimated $10.7K sold.
Based on aggregated 13F filings for Q1 2022.