OneAscent Enhanced Small and Mid Cap ETF
OASC
8 hedge funds and large institutions have $25.1M invested in OneAscent Enhanced Small and Mid Cap ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
33% more funds holding
Funds holding: 6 → 8 (+2)
0% more capital invested
Capital invested by funds: $25M → $25.1M (+$91.5K)
6.02% less ownership
Funds ownership: 141.26% → 135.24% (-6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$2.16M |
| 2 |
OFO
OneAscent Family Office
Birmingham,
Alabama
|
+$471K |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$315K |
| 4 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
+$106K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$67.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$573K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OFS
1
OneAscent Financial Services
Birmingham,
Alabama
| $15.7M | +$2.16M | +80,777 | +15% |
|
|
AI
2
Atria Investments
Charlotte,
North Carolina
| $7.09M | -$573K | -21,461 | -7% |
|
|
OWM
3
OneAscent Wealth Management
Birmingham,
Alabama
| $990K | +$106K | +3,984 | +11% |
|
|
FHC
4
First Heartland Consultants
Lake St. Louis,
Missouri
| $793K | +$315K | +11,773 | +58% |
|
|
OFO
5
OneAscent Family Office
Birmingham,
Alabama
| $437K | +$471K | +17,645 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $72.2K | +$67.3K | +2,520 | +625% |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $20.6K | +$13K | +485 | +139% |
|
|
EWA
8
EverSource Wealth Advisors
Birmingham,
Alabama
| $10K | +$10.8K | +406 | New |
|
OASC Hedge Fund Activity: Q1 2025 in Review
8 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in OneAscent Enhanced Small and Mid Cap ETF (OASC) for Q1 2025, worth a combined $25.1M — up 0.37% from $25M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new OASC positions and 0 closed out — a net gain of 2 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was OneAscent Financial Services, adding an estimated $2.16M. The largest seller was Atria Investments, cutting an estimated $573K.
- 8 institutional investors held OneAscent Enhanced Small and Mid Cap ETF (OASC) as of Q1 2025, up from 6 in Q4 2024.
- Funds reported $25.1M of OneAscent Enhanced Small and Mid Cap ETF stock for Q1 2025, up 0.37% quarter-over-quarter.
- 2 funds opened new OneAscent Enhanced Small and Mid Cap ETF positions in Q1 2025 and 0 closed out, a net change of +2 holders.
- The largest OneAscent Enhanced Small and Mid Cap ETF buyer in Q1 2025 was OneAscent Financial Services, an estimated $2.16M added.
- The largest OneAscent Enhanced Small and Mid Cap ETF seller in Q1 2025 was Atria Investments, an estimated $573K sold.
Based on aggregated 13F filings for Q1 2025.