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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.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $95.8M → $100M (+$4.41M)

0% more funds holding

Funds holding: 7 → 7 (0)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

7.12% less ownership

Funds ownership: 136.08% → 128.96% (-7.1%)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
7
Holders Change
–
Holders Change %
0%
% of All Funds
0.11%
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
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$46.7K
2
RA
RFG Advisory
Alabama
+$17.9K
3
UBS Group
UBS Group
Switzerland
+$15.7K

Top Sellers

Rank Fund Capital Flow
1
AI
Atria Investments
North Carolina
-$3.45M
2
OWM
OneAscent Wealth Management
Alabama
-$1.12M
3
OFS
OneAscent Financial Services
Alabama
-$921K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$26.4K

OALC Hedge Fund Activity: Q4 2022 in Review

7 of the 6,239 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.