OneAscent Large Cap Core ETF
OALC
8 hedge funds and large institutions have $100M invested in OneAscent Large Cap Core ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and closing their positions.
60% more funds holding
Funds holding: 5 → 8 (+3)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
2.86% less ownership
Funds ownership: 185.24% → 182.37% (-2.9%)
6% less capital invested
Capital invested by funds: $106M → $100M (-$5.86M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$2.81M |
| 2 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
+$2.26M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.96M |
| 4 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$1.51M |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$405K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AI
1
Atria Investments
Charlotte,
North Carolina
| $50.9M | +$2.81M | +132,374 | +5% |
|
|
OWM
2
OneAscent Wealth Management
Birmingham,
Alabama
| $25.7M | +$2.26M | +106,661 | +9% |
|
|
OFS
3
OneAscent Financial Services
Birmingham,
Alabama
| $21M | +$1.51M | +71,276 | +7% |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.82M | +$1.96M | +92,199 | New |
|
|
RA
5
RFG Advisory
Birmingham,
Alabama
| $407K | +$405K | +19,110 | New |
|
6
Citadel Advisors
Miami,
Florida
| $264K | +$283K | +13,355 | New |
|
7
Rockefeller Capital Management
New York
| $193K | +$53.6K | +2,526 | +35% |
|
8
UBS Group
Zurich,
Switzerland
| $36K | +$33.7K | +1,589 | +768% |
|
OALC Hedge Fund Activity: Q2 2022 in Review
8 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in OneAscent Large Cap Core ETF (OALC) for Q2 2022, worth a combined $100M — down 5.5% from $106M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new OALC positions and 0 closed out — a net gain of 3 holders — while 5 added to existing stakes and 0 trimmed.
The largest buyer was Atria Investments, adding an estimated $2.81M.
- 8 institutional investors held OneAscent Large Cap Core ETF (OALC) as of Q2 2022, up from 5 in Q1 2022.
- Funds reported $100M of OneAscent Large Cap Core ETF stock for Q2 2022, down 5.5% quarter-over-quarter.
- 3 funds opened new OneAscent Large Cap Core ETF positions in Q2 2022 and 0 closed out, a net change of +3 holders.
- The largest OneAscent Large Cap Core ETF buyer in Q2 2022 was Atria Investments, an estimated $2.81M added.
Based on aggregated 13F filings for Q2 2022.