OneAscent Large Cap Core ETF
OALC
OALC
7 hedge funds and large institutions have $95.8M invested in OneAscent Large Cap Core ETF in 2022 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.
Holders
7
Holders Change
-1
Holders Change %
-12.5%
% of All Funds
0.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
–
Increased
3
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
OFS
1
OneAscent Financial Services
Birmingham,
Alabama
|
$20.8M |
| 2 |
AI
2
Atria Investments
Charlotte,
North Carolina
|
$49M |
| 3 |
RA
3
RFG Advisory
Birmingham,
Alabama
|
$481K |
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AI
1
Atria Investments
Charlotte,
North Carolina
| $49M | 2,631,710 | +56,660 | +2% |
|
|
OWM
2
OneAscent Wealth Management
Birmingham,
Alabama
| $24.2M | 1,297,061 | -1,770 | -0.1% |
|
|
OFS
3
OneAscent Financial Services
Birmingham,
Alabama
| $20.8M | 1,117,571 | +57,680 | +5% |
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.18M | 63,484 | -28,715 | -31% |
|
|
RA
5
RFG Advisory
Birmingham,
Alabama
| $481K | 24,055 | +4,945 | +26% |
|
6
Rockefeller Capital Management
New York
| $172K | 9,266 | -500 | -5% |
|
7
UBS Group
Zurich,
Switzerland
| $10K | 536 | -1,260 | -70% |
|
8
Citadel Advisors
Miami,
Florida
| – | – | -13,355 | Closed |
|
|
CFGS
9
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|