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OneAscent Large Cap Core ETF
OALC

8 hedge funds and large institutions have $64.4M invested in OneAscent Large Cap Core ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $60.4M → $64.4M (+$3.94M)

1.77% more ownership

Funds ownership: 72.43% → 74.19% (+1.8%)

0% more funds holding

Funds holding: 8 → 8 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
8
Holders Change
–
Holders Change %
0%
% of All Funds
0.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
5
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OFS
OneAscent Financial Services
Alabama
+$689K
2
OWM
OneAscent Wealth Management
Alabama
+$402K
3
KAS
Kestra Advisory Services
Texas
+$357K
4
AI
Atria Investments
North Carolina
+$354K
5
RA
RFG Advisory
Alabama
+$309K

Top Sellers

Rank Fund Capital Flow
1
OCFG
O'Connor Financial Group
Illinois
-$513K
2
Citadel Advisors
Citadel Advisors
Florida
-$399K
3
EWA
EverSource Wealth Advisors
Alabama
-$22.6K

OALC Hedge Fund Activity: Q2 2023 in Review

8 of the 6,385 institutional investors tracked by Wall St. Rank reported a position in OneAscent Large Cap Core ETF (OALC) for Q2 2023, worth a combined $64.4M — up 6.5% from $60.4M a quarter earlier.

Fund positioning in OALC was balanced in Q2 2023: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 0 trimmed.

The largest buyer was OneAscent Financial Services, adding an estimated $689K. The largest seller was O'Connor Financial Group, exiting entirely with an estimated $513K sold.

  • 8 institutional investors held OneAscent Large Cap Core ETF (OALC) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $64.4M of OneAscent Large Cap Core ETF stock for Q2 2023, up 6.5% quarter-over-quarter.
  • 3 funds opened new OneAscent Large Cap Core ETF positions in Q2 2023 and 3 closed out, a net change of 0 holders.
  • The largest OneAscent Large Cap Core ETF buyer in Q2 2023 was OneAscent Financial Services, an estimated $689K added.
  • The largest OneAscent Large Cap Core ETF seller in Q2 2023 was O'Connor Financial Group, an estimated $513K sold.

Based on aggregated 13F filings for Q2 2023.