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Opus Small Cap Value ETF
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Overview Fund Activity

47 hedge funds and large institutions have $478M invested in Opus Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 2 reducing their positions, and 4 closing their positions.

Holders
47
Holders Change
+7
Holders Change %
+17.5%
% of All Funds
0.68%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
12
Increased
29
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$162M
2
KWM
2
KFG Wealth Management
Indiana
$10.2M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$32.8M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$54.1M
5
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$53M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$0
2
TA
2
TrueWealth Advisors
Alabama
$2.59M
3
Citadel Advisors
3
Citadel Advisors
Florida
$432K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$0
5
RCM
5
Raleigh Capital Management
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ARC
26
Advisor Resource Council
Texas
$1.24M +$1.24M +33,108 New
AI
27
Atria Investments
North Carolina
$1.03M +$122K +3,248 +13%
TVM
28
True Vision MN
Minnesota
$903K +$89.7K +2,395 +11%
AFG
29
Atomi Financial Group
New York
$845K +$74.9K +1,999 +10%
MWM
30
Maripau Wealth Management
Indiana
$735K +$340K +9,070 +86%
SHFP
31
Second Half Financial Partners
Florida
$648K +$648K +17,302 New
RJA
32
Raymond James & Associates
Florida
$561K – – –
Citadel Advisors
33
Citadel Advisors
Florida
$432K -$89.7K -2,396 -17%
Two Sigma Investments
34
Two Sigma Investments
New York
$427K +$427K +11,400 New
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$242K +$7.49K +200 +3%
MFC
36
Morris Financial Concepts
South Carolina
$181K +$181K +4,823 New
PA
37
Parallel Advisors
California
$127K +$127K +3,385 New
GRP
38
Global Retirement Partners
California
$122K +$1.31K +35 +1%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$103K +$43.4K +1,159 +73%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$52.9K +$52.9K +1,412 New
Morgan Stanley
41
Morgan Stanley
New York
$43.3K +$37 +1 +0.1%
EWA
42
EverSource Wealth Advisors
Alabama
$11.3K +$11.3K +301 New
CIAS
43
Capital Investment Advisory Services
North Carolina
$9.19K – – –
CA
44
CoreCap Advisors
Michigan
$5.46K – – –
UBS Group
45
UBS Group
Switzerland
$2.88K +$2.88K +77 New
SHF
46
Safe Harbor Fiduciary
Florida
$225 +$225 +6 New
Wells Fargo
47
Wells Fargo
California
$62 +$31 +1 +100%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
– -$684K -19,817 Closed
Osaic Holdings
49
Osaic Holdings
Arizona
– -$23.2K -672 Closed
RCM
50
Raleigh Capital Management
North Carolina
– -$21.6K -625 Closed
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