OneAscent Enhanced Small and Mid Cap ETF
OASC
10 hedge funds and large institutions have $32.8M invested in OneAscent Enhanced Small and Mid Cap ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 1 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
31% more capital invested
Capital invested by funds: $25.1M → $32.8M (+$7.74M)
25% more funds holding
Funds holding: 8 → 10 (+2)
3.06% less ownership
Funds ownership: 135.24% → 132.18% (-3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$2.22M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.36M |
| 3 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
+$1.08M |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$522K |
| 5 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$249K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$32.5K |
| 2 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OFS
1
OneAscent Financial Services
Birmingham,
Alabama
| $19M | +$2.22M | +90,346 | +14% |
|
|
AI
2
Atria Investments
Charlotte,
North Carolina
| $8.91M | +$1.36M | +55,389 | +19% |
|
|
OWM
3
OneAscent Wealth Management
Birmingham,
Alabama
| $2.19M | +$1.08M | +44,018 | +110% |
|
|
FHC
4
First Heartland Consultants
Lake St. Louis,
Missouri
| $1.39M | +$522K | +21,236 | +66% |
|
|
OFO
5
OneAscent Family Office
Birmingham,
Alabama
| $585K | +$119K | +4,849 | +27% |
|
|
SB
6
Strategic Blueprint
Atlanta,
Georgia
| $264K | +$249K | +10,148 | New |
|
|
OIS
7
OneAscent Investment Solutions
Birmingham,
Alabama
| $261K | +$247K | +10,045 | New |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| $164K | +$135K | +5,473 | +655% |
|
|
ACA
9
Aptus Capital Advisors
Fairhope,
Alabama
| $42.2K | +$39.8K | +1,621 | New |
|
|
10
UBS Group
Zurich,
Switzerland
| $41.6K | -$32.5K | -1,323 | -45% |
|
|
EWA
11
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$10K | -406 | Closed |
|
OASC Hedge Fund Activity: Q2 2025 in Review
10 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in OneAscent Enhanced Small and Mid Cap ETF (OASC) for Q2 2025, worth a combined $32.8M — up 31% from $25.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new OASC positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was OneAscent Financial Services, adding an estimated $2.22M. The largest seller was UBS Group, cutting an estimated $32.5K.
- 10 institutional investors held OneAscent Enhanced Small and Mid Cap ETF (OASC) as of Q2 2025, up from 8 in Q1 2025.
- Funds reported $32.8M of OneAscent Enhanced Small and Mid Cap ETF stock for Q2 2025, up 31% quarter-over-quarter.
- 3 funds opened new OneAscent Enhanced Small and Mid Cap ETF positions in Q2 2025 and 1 closed out, a net change of +2 holders.
- The largest OneAscent Enhanced Small and Mid Cap ETF buyer in Q2 2025 was OneAscent Financial Services, an estimated $2.22M added.
- The largest OneAscent Enhanced Small and Mid Cap ETF seller in Q2 2025 was UBS Group, an estimated $32.5K sold.
Based on aggregated 13F filings for Q2 2025.