OneAscent Large Cap Core ETF
OALC
20 hedge funds and large institutions have $132M invested in OneAscent Large Cap Core ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
18% more funds holding
Funds holding: 17 → 20 (+3)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
27% less capital invested
Capital invested by funds: $181M → $132M (-$49.3M)
41.03% less ownership
Funds ownership: 150.83% → 109.8% (-41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFO
OneAscent Family Office
Birmingham,
Alabama
|
+$1.43M |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$834K |
| 3 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$629K |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$549K |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$510K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$46.1M |
| 2 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
-$2.8M |
| 3 |
PAW
Plan A Wealth
Lincoln,
Nebraska
|
-$333K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$234K |
| 5 |
HIS
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
-$201K |
OALC Hedge Fund Activity: Q1 2025 in Review
20 of the 7,476 institutional investors tracked by Wall St. Rank reported a position in OneAscent Large Cap Core ETF (OALC) for Q1 2025, worth a combined $132M — down 27% from $181M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new OALC positions and 3 closed out — a net gain of 3 holders — while 7 added to existing stakes and 7 trimmed.
The largest buyer was OneAscent Family Office, adding an estimated $1.43M. The largest seller was Atria Investments, cutting an estimated $46.1M.
- 20 institutional investors held OneAscent Large Cap Core ETF (OALC) as of Q1 2025, up from 17 in Q4 2024.
- Funds reported $132M of OneAscent Large Cap Core ETF stock for Q1 2025, down 27% quarter-over-quarter.
- 6 funds opened new OneAscent Large Cap Core ETF positions in Q1 2025 and 3 closed out, a net change of +3 holders.
- The largest OneAscent Large Cap Core ETF buyer in Q1 2025 was OneAscent Family Office, an estimated $1.43M added.
- The largest OneAscent Large Cap Core ETF seller in Q1 2025 was Atria Investments, an estimated $46.1M sold.
Based on aggregated 13F filings for Q1 2025.