Opus Small Cap Value ETF
OSCV
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.
500% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 3
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
30% more capital invested
Capital invested by funds: $224M → $292M (+$67.3M)
19.98% more ownership
Funds ownership: 100.14% → 120.12% (+20%)
3% more funds holding
Funds holding: 29 → 30 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$31.7M |
| 2 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$7.99M |
| 3 |
TA
TrueWealth Advisors
Birmingham,
Alabama
|
+$4.29M |
| 4 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
+$3.2M |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$2.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
-$1.07M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$928K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$426K |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$340K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$122K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
26
Avior Wealth Management
Omaha,
Nebraska
| $150K | +$153K | +4,814 | New |
|
27
JP Morgan Chase
New York
| $63.9K | -$1.56K | -49 | -2% |
|
28
Wells Fargo
San Francisco,
California
| $16.9K | +$17.2K | +540 | +54,000% |
|
|
CIAS
29
Capital Investment Advisory Services
Raleigh,
North Carolina
| $10.6K | – | – | – |
|
|
UB
30
UMB Bank
Kansas City,
Missouri
| $7.04K | +$7.2K | +226 | New |
|
|
IAIM
31
International Assets Investment Management
Orlando,
Florida
| – | -$928K | -48,358 | Closed |
|
|
PWS
32
Precision Wealth Strategies
Saint Louis,
Missouri
| – | -$1.07M | -34,413 | Closed |
|
|
IA
33
IFP Advisors
Tampa,
Florida
| – | -$426K | -16,927 | Closed |
|
|
34
UBS Group
Zurich,
Switzerland
| – | -$122K | -3,922 | Closed |
|
|
GI
35
Gradient Investments
Arden Hills,
Minnesota
| – | -$37.3K | -1,203 | Closed |
|
OSCV Hedge Fund Activity: Q1 2023 in Review
30 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Opus Small Cap Value ETF (OSCV) for Q1 2023, worth a combined $292M — up 30% from $224M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new OSCV positions and 5 closed out — a net gain of 3 holders — while 18 added to existing stakes and 3 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $31.7M. The largest seller was Precision Wealth Strategies, exiting entirely with an estimated $1.07M sold.
- 30 institutional investors held Opus Small Cap Value ETF (OSCV) as of Q1 2023, up from 29 in Q4 2022.
- Funds reported $292M of Opus Small Cap Value ETF stock for Q1 2023, up 30% quarter-over-quarter.
- 8 funds opened new Opus Small Cap Value ETF positions in Q1 2023 and 5 closed out, a net change of +3 holders.
- The largest Opus Small Cap Value ETF buyer in Q1 2023 was Aptus Capital Advisors, an estimated $31.7M added.
- The largest Opus Small Cap Value ETF seller in Q1 2023 was Precision Wealth Strategies, an estimated $1.07M sold.
Based on aggregated 13F filings for Q1 2023.