Opus Small Cap Value ETF
OSCV
28 hedge funds and large institutions have $170M invested in Opus Small Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
180% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 5
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
22% more funds holding
Funds holding: 23 → 28 (+5)
16.39% more ownership
Funds ownership: 80.53% → 96.91% (+16%)
10% more capital invested
Capital invested by funds: $155M → $170M (+$15M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
+$24.6M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$4.5M |
| 3 |
DAM
Derbend Asset Management
Peachtree City,
Georgia
|
+$4.22M |
| 4 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$2.14M |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$1.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
-$3.75M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$448K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$355K |
| 4 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$65.4K |
| 5 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$3.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIAS
26
Capital Investment Advisory Services
Raleigh,
North Carolina
| $10K | – | – | – |
|
|
27
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$448K | -13,563 | Closed |
|
28
Fidelity Investments
Boston,
Massachusetts
| – | +$31 | +1 | New |
|
OSCV Hedge Fund Activity: Q2 2022 in Review
28 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Opus Small Cap Value ETF (OSCV) for Q2 2022, worth a combined $170M — up 9.7% from $155M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new OSCV positions and 1 closed out — a net gain of 5 holders — while 14 added to existing stakes and 5 trimmed.
The largest buyer was Guardian Wealth Advisors (North Carolina), adding an estimated $24.6M. The largest seller was Sugarloaf Wealth Management, cutting an estimated $3.75M.
- 28 institutional investors held Opus Small Cap Value ETF (OSCV) as of Q2 2022, up from 23 in Q1 2022.
- Funds reported $170M of Opus Small Cap Value ETF stock for Q2 2022, up 9.7% quarter-over-quarter.
- 6 funds opened new Opus Small Cap Value ETF positions in Q2 2022 and 1 closed out, a net change of +5 holders.
- The largest Opus Small Cap Value ETF buyer in Q2 2022 was Guardian Wealth Advisors (North Carolina), an estimated $24.6M added.
- The largest Opus Small Cap Value ETF seller in Q2 2022 was Sugarloaf Wealth Management, an estimated $3.75M sold.
Based on aggregated 13F filings for Q2 2022.