OneAscent Enhanced Small and Mid Cap ETF
OASC
6 hedge funds and large institutions have $25M invested in OneAscent Enhanced Small and Mid Cap ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
281% more capital invested
Capital invested by funds: $6.56M → $25M (+$18.5M)
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
93.98% more ownership
Funds ownership: 47.28% → 141.26% (+94%)
50% more funds holding
Funds holding: 4 → 6 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$15.6M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$3.08M |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$573K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$10.4K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$7.05K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
-$23.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OFS
1
OneAscent Financial Services
Birmingham,
Alabama
| $15.1M | +$15.6M | +552,577 | New |
|
|
AI
2
Atria Investments
Charlotte,
North Carolina
| $8.38M | +$3.08M | +109,094 | +55% |
|
|
OWM
3
OneAscent Wealth Management
Birmingham,
Alabama
| $982K | -$23.1K | -820 | -2% |
|
|
FHC
4
First Heartland Consultants
Lake St. Louis,
Missouri
| $552K | +$573K | +20,325 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $11K | +$10.4K | +370 | +1,121% |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $9.51K | +$7.05K | +250 | +250% |
|
OASC Hedge Fund Activity: Q4 2024 in Review
6 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in OneAscent Enhanced Small and Mid Cap ETF (OASC) for Q4 2024, worth a combined $25M — up 281% from $6.56M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new OASC positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $15.6M. The largest seller was OneAscent Wealth Management, cutting an estimated $23.1K.
- 6 institutional investors held OneAscent Enhanced Small and Mid Cap ETF (OASC) as of Q4 2024, up from 4 in Q3 2024.
- Funds reported $25M of OneAscent Enhanced Small and Mid Cap ETF stock for Q4 2024, up 281% quarter-over-quarter.
- 2 funds opened new OneAscent Enhanced Small and Mid Cap ETF positions in Q4 2024 and 0 closed out, a net change of +2 holders.
- The largest OneAscent Enhanced Small and Mid Cap ETF buyer in Q4 2024 was OneAscent Financial Services, an estimated $15.6M added.
- The largest OneAscent Enhanced Small and Mid Cap ETF seller in Q4 2024 was OneAscent Wealth Management, an estimated $23.1K sold.
Based on aggregated 13F filings for Q4 2024.