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Opus Small Cap Value ETF

62 hedge funds and large institutions have $691M invested in Opus Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
26
Prime Capital Investment Advisors
Kansas
$2.64M
MWM
27
Maripau Wealth Management
Indiana
$2.41M
TA
28
TrueWealth Advisors
Alabama
$1.66M
OPOWM
29
One Plus One Wealth Management
Florida
$1.56M
AI
30
Atria Investments
North Carolina
$1.26M
LRWM
31
Lord & Richards Wealth Management
Colorado
$1.25M
KAS
32
Kestra Advisory Services
Texas
$957K
MMM
33
Mendel Money Management
Illinois
$947K
TVM
34
True Vision MN
Minnesota
$820K
SHFP
35
Second Half Financial Partners
Florida
$695K
RPGK
36
Retirement Planning Group (Kansas)
Kansas
$581K
IAA
37
Independent Advisor Alliance
North Carolina
$569K
Osaic Holdings
38
Osaic Holdings
Arizona
$567K
RIA
39
Regal Investment Advisors
Michigan
$494K
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$460K
Betterment LLC
41
Betterment LLC
New York
$325K
HWMO
42
Heritage Wealth Management (Ohio)
Ohio
$299K
GIA
43
Gladstone Institutional Advisory
Florida
$236K
VPIM
44
Vanguard Personalized Indexing Management
California
$222K
VH
45
Visionary Horizons
Tennessee
$219K
GRP
46
Global Retirement Partners
California
$126K
BF
47
BOK Financial
Oklahoma
$104K
JP Morgan Chase
48
JP Morgan Chase
New York
$95.4K
PA
49
Parallel Advisors
California
$74.2K
Corient Private Wealth
50
Corient Private Wealth
Florida
$45.4K