OSCV icon

Opus Small Cap Value ETF
OSCV

Overview Fund Activity

40 hedge funds and large institutions have $381M invested in Opus Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.58%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
10
Increased
20
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$46.6M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$21.1M
3
ACA
3
Aptus Capital Advisors
Alabama
$139M
4
OP
4
ORG Partners
Indiana
$6.58M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.8M

Top Sellers

1
ASN
1
Advisory Services Network
Georgia
$1.61M
2
ARC
2
Advisor Resource Council
Texas
$0
3
GS
3
GTS Securities
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
TA
5
TrueWealth Advisors
Alabama
$2.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$684K +$311K +9,006 +83%
RJA
27
Raymond James & Associates
Florida
$516K – – –
Citadel Advisors
28
Citadel Advisors
Florida
$480K +$480K +13,926 New
MWM
29
Maripau Wealth Management
Indiana
$364K +$364K +10,553 New
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$216K +$216K +6,263 New
GRP
31
Global Retirement Partners
California
$111K -$26K -754 -19%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$55.1K – – –
Morgan Stanley
33
Morgan Stanley
New York
$39.9K -$35 -1 -0.1%
Osaic Holdings
34
Osaic Holdings
Arizona
$23.2K +$23.2K +672 New
RCM
35
Raleigh Capital Management
North Carolina
$21.6K -$211K -6,116 -91%
FHC
36
First Heartland Consultants
Missouri
$18.5K +$555 +16,089 +3%
CIAS
37
Capital Investment Advisory Services
North Carolina
$8.44K +$34 +1 +0.4%
Bank of America
38
Bank of America
North Carolina
$5.18K +$5.18K +150 New
CA
39
CoreCap Advisors
Michigan
$5.03K -$8.02K -233 -61%
Wells Fargo
40
Wells Fargo
California
$42 – – –
ARC
41
Advisor Resource Council
Texas
– -$455K -13,543 Closed
GS
42
GTS Securities
New York
– -$310K -8,620 Closed
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
– -$309K -8,594 Closed
SAW
44
Signal Advisors Wealth
Michigan
– -$235K -6,547 Closed
UBS Group
45
UBS Group
Switzerland
– -$3.31K -92 Closed
1
2