OneAscent Large Cap Core ETF
OALC
23 hedge funds and large institutions have $159M invested in OneAscent Large Cap Core ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
20% more capital invested
Capital invested by funds: $132M → $159M (+$26.7M)
15% more funds holding
Funds holding: 20 → 23 (+3)
0.09% more ownership
Funds ownership: 109.8% → 109.89% (+0.09%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$3.69M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$2.71M |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$1.37M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$381K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$298K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$314K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$207K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$151K |
| 4 |
MWP
Meriwether Wealth & Planning
Minden,
Louisiana
|
-$144K |
| 5 |
OFO
OneAscent Family Office
Birmingham,
Alabama
|
-$107K |
OALC Hedge Fund Activity: Q2 2025 in Review
23 of the 7,616 institutional investors tracked by Wall St. Rank reported a position in OneAscent Large Cap Core ETF (OALC) for Q2 2025, worth a combined $159M — up 20% from $132M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new OALC positions and 1 closed out — a net gain of 3 holders — while 11 added to existing stakes and 8 trimmed.
The largest buyer was OneAscent Financial Services, adding an estimated $3.69M. The largest seller was Dynamic Advisor Solutions, cutting an estimated $314K.
- 23 institutional investors held OneAscent Large Cap Core ETF (OALC) as of Q2 2025, up from 20 in Q1 2025.
- Funds reported $159M of OneAscent Large Cap Core ETF stock for Q2 2025, up 20% quarter-over-quarter.
- 4 funds opened new OneAscent Large Cap Core ETF positions in Q2 2025 and 1 closed out, a net change of +3 holders.
- The largest OneAscent Large Cap Core ETF buyer in Q2 2025 was OneAscent Financial Services, an estimated $3.69M added.
- The largest OneAscent Large Cap Core ETF seller in Q2 2025 was Dynamic Advisor Solutions, an estimated $314K sold.
Based on aggregated 13F filings for Q2 2025.