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Opus Small Cap Value ETF
OSCV

Overview Fund Activity

62 hedge funds and large institutions have $671M invested in Opus Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 13 reducing their positions, and 2 closing their positions.

Holders
62
Holders Change
+7
Holders Change %
+12.73%
% of All Funds
0.83%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
10
Increased
31
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$71.1M
2
ACA
2
Aptus Capital Advisors
Alabama
$190M
3
DE
3
Diversified Enterprises
Delaware
$58.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.4M
5
Raymond James Financial
5
Raymond James Financial
Florida
$61.5M

Top Sellers

1
ARC
1
Advisor Resource Council
Texas
$323K
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$515K
3
Two Sigma Investments
3
Two Sigma Investments
New York
$744K
4
BIG
4
Brookwood Investment Group
Arizona
$0
5
RB
5
Renasant Bank
Mississippi
$3.83M
Name Market Value Shares Shares
Change 		Shares
Change %
CG
26
Clarus Group
Texas
$2.21M 61,128 +61,128 New
MWM
27
Maripau Wealth Management
Indiana
$2.13M 58,493 -1,306 -2%
TA
28
TrueWealth Advisors
Alabama
$1.77M 49,096 -821 -2%
OPOWM
29
One Plus One Wealth Management
Florida
$1.43M 39,698 +765 +2%
PCIA
30
Prime Capital Investment Advisors
Kansas
$1.05M 29,212 +29,212 New
AI
31
Atria Investments
North Carolina
$1.04M 28,932 +1,086 +4%
LRWM
32
Lord & Richards Wealth Management
Colorado
$1.04M 28,876 +7,782 +37%
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$908K 25,143 +25,143 New
KAS
34
Kestra Advisory Services
Texas
$865K 23,966 +2,972 +14%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$781K 21,641 +21,641 New
TVM
36
True Vision MN
Minnesota
$778K 21,554 -2,486 -10%
Two Sigma Investments
37
Two Sigma Investments
New York
$744K 20,600 -10,000 -33%
RPGK
38
Retirement Planning Group (Kansas)
Kansas
$707K 19,582 -1,062 -5%
SHFP
39
Second Half Financial Partners
Florida
$683K 18,907 +1,589 +9%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$515K 14,259 -15,066 -51%
IAA
41
Independent Advisor Alliance
North Carolina
$506K 14,015 +14,015 New
BF
42
BOK Financial
Oklahoma
$379K 10,483 +2,732 +35%
ARC
43
Advisor Resource Council
Texas
$323K 8,953 -39,144 -81%
HWMO
44
Heritage Wealth Management (Ohio)
Ohio
$283K 7,830 +200 +3%
Betterment LLC
45
Betterment LLC
New York
$270K 7,475 +7,475 New
VPIM
46
Vanguard Personalized Indexing Management
California
$210K 5,806 +5,806 New
GRP
47
Global Retirement Partners
California
$125K 3,467 +3,467 New
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$35.9K 995 -956 -49%
Wells Fargo
49
Wells Fargo
California
$31.7K 877 +1 +0.1%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$27K 748 – –
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