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OASC

OneAscent Enhanced Small and Mid Cap ETF

3 hedge funds and large institutions have $9.1M invested in OneAscent Enhanced Small and Mid Cap ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

158.36% more ownership

Funds ownership: 0%158.36% (+158%)

Holders
3
Holders Change
+3
Holders Change %
% of All Funds
0.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1
OneAscent Financial Services
Alabama
$4.78M +$4.71M +191,161 New
AI
2
Atria Investments
North Carolina
$3.71M +$3.66M +148,302 New
OWM
3
OneAscent Wealth Management
Alabama
$619K +$610K +24,757 New

OASC Hedge Fund Activity: Q2 2024 in Review

3 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in OneAscent Enhanced Small and Mid Cap ETF (OASC) for Q2 2024, worth a combined $9.1M.

Buyers outnumbered sellers: 3 funds opened new OASC positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $4.71M.

  • 3 institutional investors held OneAscent Enhanced Small and Mid Cap ETF (OASC) as of Q2 2024, up from 0 in Q1 2024.
  • Funds reported $9.1M of OneAscent Enhanced Small and Mid Cap ETF stock for Q2 2024.
  • 3 funds opened new OneAscent Enhanced Small and Mid Cap ETF positions in Q2 2024 and 0 closed out, a net change of +3 holders.
  • The largest OneAscent Enhanced Small and Mid Cap ETF buyer in Q2 2024 was OneAscent Financial Services, an estimated $4.71M added.

Based on aggregated 13F filings for Q2 2024.