OneAscent Large Cap Core ETF
OALC
OALC
8 hedge funds and large institutions have $163M invested in OneAscent Large Cap Core ETF in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
8
Holders Change
-3
Holders Change %
-27.27%
% of All Funds
0.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
–
Increased
7
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AI
1
Atria Investments
Charlotte,
North Carolina
| $66.9M | +$7.32M | +267,476 | +12% |
|
|
OFS
2
OneAscent Financial Services
Birmingham,
Alabama
| $56.9M | +$19.9M | +727,505 | +54% |
|
|
OWM
3
OneAscent Wealth Management
Birmingham,
Alabama
| $30.6M | +$3.74M | +136,592 | +14% |
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $2.9M | +$610K | +22,292 | +27% |
|
|
KAS
5
Kestra Advisory Services
Austin,
Texas
| $2.1M | +$38.5K | +1,407 | +2% |
|
|
PP
6
Patron Partners
Houston,
Texas
| $1.95M | +$1.33M | +48,588 | +212% |
|
|
RA
7
RFG Advisory
Birmingham,
Alabama
| $1.34M | +$21.3K | +778 | +2% |
|
8
UBS Group
Zurich,
Switzerland
| $766 | -$5.58K | -204 | -88% |
|
|
GS
9
GTS Securities
New York
| – | -$739K | -29,619 | Closed |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$15K | -598 | Closed |
|
|
EWA
11
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$14.5K | -583 | Closed |
|