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Opus Small Cap Value ETF
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Overview Fund Activity

50 hedge funds and large institutions have $579M invested in Opus Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 9 closing their positions.

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.67%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
14
Increased
25
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DE
1
Diversified Enterprises
Delaware
$52.5M
2
BF
2
Brogan Financial
Tennessee
$28.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$21.9M
4
ACA
4
Aptus Capital Advisors
Alabama
$167M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$36.6M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
ARC
2
Advisor Resource Council
Texas
$0
3
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$51.1M
4
TA
4
TrueWealth Advisors
Alabama
$2.1M
5
AFG
5
Atomi Financial Group
New York
$388K
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
26
TrueWealth Advisors
Alabama
$2.1M -$461K -12,470 -18%
MWM
27
Maripau Wealth Management
Indiana
$1.6M +$879K +23,754 +121%
OPOWM
28
One Plus One Wealth Management
Florida
$1.36M +$54K +1,461 +4%
Goldman Sachs
29
Goldman Sachs
New York
$1.13M +$1.13M +30,471 New
AI
30
Atria Investments
North Carolina
$1.02M +$1.92K +52 +0.2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$954K +$954K +25,802 New
TVM
32
True Vision MN
Minnesota
$885K -$7.69K -208 -0.9%
RPGK
33
Retirement Planning Group (Kansas)
Kansas
$742K +$742K +20,060 New
KAS
34
Kestra Advisory Services
Texas
$739K +$739K +19,982 New
SHFP
35
Second Half Financial Partners
Florida
$635K -$4.55K -123 -0.7%
AFG
36
Atomi Financial Group
New York
$388K -$447K -12,075 -54%
TPW
37
Talon Private Wealth
Florida
$378K +$378K +10,231 New
LRWM
38
Lord & Richards Wealth Management
Colorado
$302K +$302K +8,163 New
HWMO
39
Heritage Wealth Management (Ohio)
Ohio
$245K +$245K +6,630 New
MCM
40
MAI Capital Management
Ohio
$180K +$180K +4,857 New
PA
41
Parallel Advisors
California
$154K +$28.3K +766 +23%
GRP
42
Global Retirement Partners
California
$123K +$3.03K +82 +3%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$73.4K -$28.6K -772 -28%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$17.8K +$17.8K +481 New
CA
45
CoreCap Advisors
Michigan
$5.4K – – –
CFD
46
Creative Financial Designs
Indiana
$2.97K +$2.97K +80 New
UBS Group
47
UBS Group
Switzerland
$851 -$2K -54 -70%
SHF
48
Safe Harbor Fiduciary
Florida
$222 – – –
Morgan Stanley
49
Morgan Stanley
New York
$72 -$83.2K -1,156 -100%
Wells Fargo
50
Wells Fargo
California
$39 -$39 -1 -50%
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2
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