OneAscent Large Cap Core ETF
OALC
13 hedge funds and large institutions have $109M invested in OneAscent Large Cap Core ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
18% more funds holding
Funds holding: 11 → 13 (+2)
35% less capital invested
Capital invested by funds: $167M → $109M (-$58.1M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
66.23% less ownership
Funds ownership: 158.3% → 92.07% (-66%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
TrueWealth Advisors
Birmingham,
Alabama
|
+$1.77M |
| 2 |
LPL Financial
San Diego,
California
|
+$469K |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$324K |
| 4 |
PP
Patron Partners
Houston,
Texas
|
+$81.1K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$32.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$59M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$3.6M |
| 3 |
GS
GTS Securities
Miami,
Florida
|
-$1.05M |
| 4 |
Jane Street
New York
|
-$954K |
| 5 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
-$708K |
OALC Hedge Fund Activity: Q3 2024 in Review
13 of the 6,981 institutional investors tracked by Wall St. Rank reported a position in OneAscent Large Cap Core ETF (OALC) for Q3 2024, worth a combined $109M — down 35% from $167M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new OALC positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 6 trimmed.
The largest buyer was TrueWealth Advisors, opening a new position worth an estimated $1.77M. The largest seller was OneAscent Financial Services, exiting entirely with an estimated $59M sold.
- 13 institutional investors held OneAscent Large Cap Core ETF (OALC) as of Q3 2024, up from 11 in Q2 2024.
- Funds reported $109M of OneAscent Large Cap Core ETF stock for Q3 2024, down 35% quarter-over-quarter.
- 4 funds opened new OneAscent Large Cap Core ETF positions in Q3 2024 and 2 closed out, a net change of +2 holders.
- The largest OneAscent Large Cap Core ETF buyer in Q3 2024 was TrueWealth Advisors, an estimated $1.77M added.
- The largest OneAscent Large Cap Core ETF seller in Q3 2024 was OneAscent Financial Services, an estimated $59M sold.
Based on aggregated 13F filings for Q3 2024.