Opus Small Cap Value ETF
OSCV
33 hedge funds and large institutions have $308M invested in Opus Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
10% more funds holding
Funds holding: 30 → 33 (+3)
6% more capital invested
Capital invested by funds: $292M → $308M (+$16.9M)
2.82% less ownership
Funds ownership: 120.12% → 117.3% (-2.8%)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VCM
26
Virtue Capital Management
Brentwood,
Tennessee
| $234K | -$11.2K | -361 | -5% |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $156K | -$370K | -11,961 | -71% |
|
|
AWM
28
Avior Wealth Management
Omaha,
Nebraska
| $94.3K | -$57.5K | -1,862 | -39% |
|
29
JP Morgan Chase
New York
| $65.5K | – | – | – |
|
|
UB
30
UMB Bank
Kansas City,
Missouri
| $13K | +$5.62K | +182 | +81% |
|
|
WWP
31
WR Wealth Planners
Columbia,
Missouri
| $11.2K | +$10.8K | +350 | New |
|
|
CIAS
32
Capital Investment Advisory Services
Raleigh,
North Carolina
| $7.69K | -$3.06K | -99 | -29% |
|
33
Wells Fargo
San Francisco,
California
| $47 | -$16.7K | -540 | -100% |
|
|
ARC
34
Advisor Resource Council
Dallas,
Texas
| – | -$8.7M | -280,133 | Closed |
|
|
SPC
35
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$393K | -12,612 | Closed |
|
36
Lido Advisors
Los Angeles,
California
| – | -$225K | -7,211 | Closed |
|
OSCV Hedge Fund Activity: Q2 2023 in Review
33 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Opus Small Cap Value ETF (OSCV) for Q2 2023, worth a combined $308M — up 5.8% from $292M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new OSCV positions and 3 closed out — a net gain of 3 holders — while 14 added to existing stakes and 12 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $7.43M. The largest seller was Advisor Resource Council, exiting entirely with an estimated $8.7M sold.
- 33 institutional investors held Opus Small Cap Value ETF (OSCV) as of Q2 2023, up from 30 in Q1 2023.
- Funds reported $308M of Opus Small Cap Value ETF stock for Q2 2023, up 5.8% quarter-over-quarter.
- 6 funds opened new Opus Small Cap Value ETF positions in Q2 2023 and 3 closed out, a net change of +3 holders.
- The largest Opus Small Cap Value ETF buyer in Q2 2023 was Aptus Capital Advisors, an estimated $7.43M added.
- The largest Opus Small Cap Value ETF seller in Q2 2023 was Advisor Resource Council, an estimated $8.7M sold.
Based on aggregated 13F filings for Q2 2023.