OneAscent Large Cap Core ETF
OALC
OALC
8 hedge funds and large institutions have $60.4M invested in OneAscent Large Cap Core ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 2 closing their positions.
Holders
8
Holders Change
+1
Holders Change %
+14.29%
% of All Funds
0.13%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
3
Increased
1
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Citadel Advisors
Miami,
Florida
|
$399K |
| 2 |
EWA
2
EverSource Wealth Advisors
Birmingham,
Alabama
|
$22.6K |
| 3 |
RA
3
RFG Advisory
Birmingham,
Alabama
|
$572K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AI
1
Atria Investments
Charlotte,
North Carolina
| $29M | -$25.4M | -1,149,680 | -47% |
|
|
OWM
2
OneAscent Wealth Management
Birmingham,
Alabama
| $15.3M | -$12.1M | -549,287 | -44% |
|
|
OFS
3
OneAscent Financial Services
Birmingham,
Alabama
| $13.7M | -$9.98M | -452,175 | -42% |
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.02M | -$434K | -19,640 | -30% |
|
|
RA
5
RFG Advisory
Birmingham,
Alabama
| $572K | +$21.6K | +978 | +4% |
|
|
OCFG
6
O'Connor Financial Group
Quincy,
Illinois
| $513K | +$513K | +23,232 | New |
|
|
7
Citadel Advisors
Miami,
Florida
| $399K | +$399K | +18,093 | New |
|
|
EWA
8
EverSource Wealth Advisors
Birmingham,
Alabama
| $22.6K | +$22.6K | +1,022 | New |
|
9
Rockefeller Capital Management
New York
| – | -$163K | -7,958 | Closed |
|
10
UBS Group
Zurich,
Switzerland
| – | -$27K | -1,316 | Closed |
|