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OneAscent Enhanced Small and Mid Cap ETF
OASC

4 hedge funds and large institutions have $6.56M invested in OneAscent Enhanced Small and Mid Cap ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

33% more funds holding

Funds holding: 3 → 4 (+1)

5.62% less ownership

Funds ownership: 16.01% → 10.39% (-5.6%)

65% less capital inflows, than outflows

Capital inflows: $1.69M | Capital outflows: $4.78M

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Atria Investments
Atria Investments
North Carolina
+$1.36M
2
OneAscent Wealth Management
OneAscent Wealth Management
Alabama
+$325K
3
IFP Advisors
IFP Advisors
Florida
+$2.66K
4
UBS Group
UBS Group
Switzerland
+$879

Top Sellers

Rank Fund Capital Flow
1
OneAscent Financial Services
OneAscent Financial Services
Alabama
-$4.78M

OASC Hedge Fund Activity: Q3 2024 in Review

4 of the 6,985 institutional investors tracked by Wall St. Rank reported a position in OneAscent Enhanced Small and Mid Cap ETF (OASC) for Q3 2024, worth a combined $6.56M — down 28% from $9.1M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new OASC positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Atria Investments, adding an estimated $1.36M. The largest seller was OneAscent Financial Services, exiting entirely with an estimated $4.78M sold.

  • 4 institutional investors held OneAscent Enhanced Small and Mid Cap ETF (OASC) as of Q3 2024, up from 3 in Q2 2024.
  • Funds reported $6.56M of OneAscent Enhanced Small and Mid Cap ETF stock for Q3 2024, down 28% quarter-over-quarter.
  • 2 funds opened new OneAscent Enhanced Small and Mid Cap ETF positions in Q3 2024 and 1 closed out, a net change of +1 holder.
  • The largest OneAscent Enhanced Small and Mid Cap ETF buyer in Q3 2024 was Atria Investments, an estimated $1.36M added.
  • The largest OneAscent Enhanced Small and Mid Cap ETF seller in Q3 2024 was OneAscent Financial Services, an estimated $4.78M sold.

Based on aggregated 13F filings for Q3 2024.