OneAscent Large Cap Core ETF
OALC
7 hedge funds and large institutions have $100M invested in OneAscent Large Cap Core ETF in 2022 Q4 according to their latest regulatory filings, with funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 0 closing their positions.
5% more capital invested
Capital invested by funds: $95.8M → $100M (+$4.41M)
0.06% more ownership
Funds ownership: 180.48% → 180.54% (+0.06%)
0% more funds holding
Funds holding: 7 → 7 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$46.7K |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$17.9K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$15.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$3.45M |
| 2 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
-$1.12M |
| 3 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$921K |
| 4 |
Rockefeller Capital Management
New York
|
-$26.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AI
1
Atria Investments
Charlotte,
North Carolina
| $50.5M | -$3.45M | -170,786 | -6% |
|
|
OWM
2
OneAscent Wealth Management
Birmingham,
Alabama
| $25.6M | -$1.12M | -55,412 | -4% |
|
|
OFS
3
OneAscent Financial Services
Birmingham,
Alabama
| $22.1M | -$921K | -45,647 | -4% |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.35M | +$46.7K | +2,313 | +4% |
|
|
RA
5
RFG Advisory
Birmingham,
Alabama
| $562K | +$17.9K | +889 | +4% |
|
|
6
Rockefeller Capital Management
New York
| $163K | -$26.4K | -1,308 | -14% |
|
|
7
UBS Group
Zurich,
Switzerland
| $27K | +$15.7K | +780 | +146% |
|
OALC Hedge Fund Activity: Q4 2022 in Review
7 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in OneAscent Large Cap Core ETF (OALC) for Q4 2022, worth a combined $100M — up 4.6% from $95.8M a quarter earlier.
Fund positioning in OALC was balanced in Q4 2022: 0 funds opened new positions, 0 closed out, 3 added to existing stakes and 4 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $46.7K. The largest seller was Atria Investments, cutting an estimated $3.45M.
- 7 institutional investors held OneAscent Large Cap Core ETF (OALC) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $100M of OneAscent Large Cap Core ETF stock for Q4 2022, up 4.6% quarter-over-quarter.
- 0 funds opened new OneAscent Large Cap Core ETF positions in Q4 2022 and 0 closed out.
- The largest OneAscent Large Cap Core ETF buyer in Q4 2022 was Cambridge Investment Research Advisors, an estimated $46.7K added.
- The largest OneAscent Large Cap Core ETF seller in Q4 2022 was Atria Investments, an estimated $3.45M sold.
Based on aggregated 13F filings for Q4 2022.