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Opus Small Cap Value ETF
OSCV

Overview Fund Activity

30 hedge funds and large institutions have $292M invested in Opus Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and 5 closing their positions.

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.48%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
8
Increased
18
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$125M
2
ARC
2
Advisor Resource Council
Texas
$8.7M
3
TA
3
TrueWealth Advisors
Alabama
$4.19M
4
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$40.3M
5
ASN
5
Advisory Services Network
Georgia
$2.31M

Top Sellers

1
PWS
1
Precision Wealth Strategies
Missouri
$0
2
IAIM
2
International Assets Investment Management
Florida
$0
3
IA
3
IFP Advisors
Florida
$0
4
FHC
4
First Heartland Consultants
Missouri
$17.6M
5
UBS Group
5
UBS Group
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
Avior Wealth Management
Nebraska
$150K +$150K +4,814 New
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$63.9K -$1.53K -49 -2%
Wells Fargo
28
Wells Fargo
California
$16.9K +$16.8K +540 +54,000%
CIAS
29
Capital Investment Advisory Services
North Carolina
$10.6K – – –
UB
30
UMB Bank
Missouri
$7.04K +$7.04K +226 New
IAIM
31
International Assets Investment Management
Florida
– -$928K -48,358 Closed
PWS
32
Precision Wealth Strategies
Missouri
– -$1.07M -34,413 Closed
IA
33
IFP Advisors
Florida
– -$426K -16,927 Closed
UBS Group
34
UBS Group
Switzerland
– -$122K -3,922 Closed
GI
35
Gradient Investments
Minnesota
– -$37.3K -1,203 Closed
1
2