OneAscent Large Cap Core ETF
OALC
17 hedge funds and large institutions have $181M invested in OneAscent Large Cap Core ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
66% more capital invested
Capital invested by funds: $109M → $181M (+$72.2M)
55.13% more ownership
Funds ownership: 92.07% → 147.2% (+55%)
31% more funds holding
Funds holding: 13 → 17 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$64M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$3.25M |
| 3 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
+$1.1M |
| 4 |
PP
Patron Partners
Houston,
Texas
|
+$638K |
| 5 |
TA
TrueWealth Advisors
Birmingham,
Alabama
|
+$388K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$1.59M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$122K |
| 3 |
Jane Street
New York
|
-$97.7K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$42.9K |
OALC Hedge Fund Activity: Q4 2024 in Review
17 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in OneAscent Large Cap Core ETF (OALC) for Q4 2024, worth a combined $181M — up 66% from $109M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new OALC positions and 1 closed out — a net gain of 4 holders — while 9 added to existing stakes and 3 trimmed.
The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $64M. The largest seller was Dynamic Advisor Solutions, exiting entirely with an estimated $1.59M sold.
- 17 institutional investors held OneAscent Large Cap Core ETF (OALC) as of Q4 2024, up from 13 in Q3 2024.
- Funds reported $181M of OneAscent Large Cap Core ETF stock for Q4 2024, up 66% quarter-over-quarter.
- 5 funds opened new OneAscent Large Cap Core ETF positions in Q4 2024 and 1 closed out, a net change of +4 holders.
- The largest OneAscent Large Cap Core ETF buyer in Q4 2024 was OneAscent Financial Services, an estimated $64M added.
- The largest OneAscent Large Cap Core ETF seller in Q4 2024 was Dynamic Advisor Solutions, an estimated $1.59M sold.
Based on aggregated 13F filings for Q4 2024.