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OneAscent Large Cap Core ETF
OALC

11 hedge funds and large institutions have $119M invested in OneAscent Large Cap Core ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

83% more capital invested

Capital invested by funds: $65.2M → $119M (+$54M)

49.57% more ownership

Funds ownership: 76.71% → 126.28% (+50%)

38% more funds holding

Funds holding: 8 → 11 (+3)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
11
Holders Change
+3
Holders Change %
+37.5%
% of All Funds
0.16%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
7
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AI
Atria Investments
North Carolina
+$19.3M
2
OFS
OneAscent Financial Services
Alabama
+$15.3M
3
OWM
OneAscent Wealth Management
Alabama
+$6.68M
4
KAS
Kestra Advisory Services
Texas
+$893K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$775K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$187

OALC Hedge Fund Activity: Q4 2023 in Review

11 of the 6,871 institutional investors tracked by Wall St. Rank reported a position in OneAscent Large Cap Core ETF (OALC) for Q4 2023, worth a combined $119M — up 83% from $65.2M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new OALC positions and 0 closed out — a net gain of 3 holders — while 7 added to existing stakes and 1 trimmed.

The largest buyer was Atria Investments, adding an estimated $19.3M. The largest seller was UBS Group, cutting an estimated $187.

  • 11 institutional investors held OneAscent Large Cap Core ETF (OALC) as of Q4 2023, up from 8 in Q3 2023.
  • Funds reported $119M of OneAscent Large Cap Core ETF stock for Q4 2023, up 83% quarter-over-quarter.
  • 3 funds opened new OneAscent Large Cap Core ETF positions in Q4 2023 and 0 closed out, a net change of +3 holders.
  • The largest OneAscent Large Cap Core ETF buyer in Q4 2023 was Atria Investments, an estimated $19.3M added.
  • The largest OneAscent Large Cap Core ETF seller in Q4 2023 was UBS Group, an estimated $187 sold.

Based on aggregated 13F filings for Q4 2023.