Opus Small Cap Value ETFOSCV
OSCV
0
Funds holding %
of 7,312 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
600% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 5
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
10% more funds holding
Funds holding: 50 [Q4 2024] → 55 (+5) [Q1 2025]
1% more capital invested
Capital invested by funds: $579M [Q4 2024] → $586M (+$6.58M) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 10 [Q4 2024] → 10 (+0) [Q1 2025]
6.07% less ownership
Funds ownership: 121.43% [Q4 2024] → 115.36% (-6.07%) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for OSCV.
Financial journalist opinion
Positive
Seeking Alpha
1 week ago
OSCV: Solid Small-Cap Value Strategy Weakened By High Fees
Opus Small Cap Value Plus ETF is an actively managed ETF currently comprised of 68 dividend-paying small/mid-cap stocks selected for their quality, value, and growth characteristics. Despite the suggestion, OSCV's trailing yield is minimal at just 1.18%. The fund's 0.80% expense ratio is a key reason why, and will make it challenging for OSCV to compete. OSCV has outperformed the S&P SmallCap 600 Value Index since its inception in 2018 but has trailed several peers that also include mid-caps, namely VBR.
Positive
Investors Business Daily
9 months ago
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