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Opus Small Cap Value ETF
OSCV

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.

New
Increased
Maintained
Reduced
Closed

178% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 9

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

21% more capital invested

Capital invested by funds: $478M → $579M (+$101M)

6% more funds holding

Funds holding: 47 → 50 (+3)

0.67% more ownership

Funds ownership: 120.76% → 121.43% (+0.67%)

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.66%
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
Diversified Enterprises
Delaware
+$54.8M
2
BF
Brogan Financial
Tennessee
+$11.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.02M
4
ACA
Aptus Capital Advisors
Alabama
+$7.27M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$4.39M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.44M
2
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
-$1.25M
3
ARC
Advisor Resource Council
Texas
-$1.24M
4
TA
TrueWealth Advisors
Alabama
-$482K
5
AFG
Atomi Financial Group
New York
-$467K
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
26
TrueWealth Advisors
Alabama
$2.1M -$482K -12,470 -18%
MWM
27
Maripau Wealth Management
Indiana
$1.6M +$918K +23,754 +121%
OPOWM
28
One Plus One Wealth Management
Florida
$1.36M +$56.5K +1,461 +4%
Goldman Sachs
29
Goldman Sachs
New York
$1.13M +$1.18M +30,471 New
AI
30
Atria Investments
North Carolina
$1.02M +$2.01K +52 +0.2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$954K +$997K +25,802 New
TVM
32
True Vision MN
Minnesota
$885K -$8.04K -208 -0.9%
RPGK
33
Retirement Planning Group (Kansas)
Kansas
$742K +$775K +20,060 New
KAS
34
Kestra Advisory Services
Texas
$739K +$772K +19,982 New
SHFP
35
Second Half Financial Partners
Florida
$635K -$4.75K -123 -0.7%
AFG
36
Atomi Financial Group
New York
$388K -$467K -12,075 -54%
TPW
37
Talon Private Wealth
Florida
$378K +$395K +10,231 New
LRWM
38
Lord & Richards Wealth Management
Colorado
$302K +$315K +8,163 New
HWMO
39
Heritage Wealth Management (Ohio)
Ohio
$245K +$256K +6,630 New
MCM
40
MAI Capital Management
Ohio
$180K +$188K +4,857 New
PA
41
Parallel Advisors
California
$154K +$29.6K +766 +23%
GRP
42
Global Retirement Partners
California
$123K +$3.17K +82 +3%
JP Morgan Chase
43
JP Morgan Chase
New York
$73.4K -$29.8K -772 -28%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$17.8K +$18.6K +481 New
CA
45
CoreCap Advisors
Michigan
$5.4K – – –
CFD
46
Creative Financial Designs
Indiana
$2.97K +$3.09K +80 New
UBS Group
47
UBS Group
Switzerland
$851 -$2.09K -54 -70%
SHF
48
Safe Harbor Fiduciary
Florida
$222 – – –
Morgan Stanley
49
Morgan Stanley
New York
$72 -$44.7K -1,156 -100%
Wells Fargo
50
Wells Fargo
California
$39 -$39 -1 -50%
1
2
3

OSCV Hedge Fund Activity: Q4 2024 in Review

50 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Opus Small Cap Value ETF (OSCV) for Q4 2024, worth a combined $579M — up 21% from $478M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new OSCV positions and 9 closed out — a net gain of 5 holders — while 25 added to existing stakes and 9 trimmed.

The largest buyer was Diversified Enterprises, opening a new position worth an estimated $54.8M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.44M sold.

  • 50 institutional investors held Opus Small Cap Value ETF (OSCV) as of Q4 2024, up from 47 in Q3 2024.
  • Funds reported $579M of Opus Small Cap Value ETF stock for Q4 2024, up 21% quarter-over-quarter.
  • 14 funds opened new Opus Small Cap Value ETF positions in Q4 2024 and 9 closed out, a net change of +5 holders.
  • The largest Opus Small Cap Value ETF buyer in Q4 2024 was Diversified Enterprises, an estimated $54.8M added.
  • The largest Opus Small Cap Value ETF seller in Q4 2024 was Susquehanna International Group, an estimated $1.44M sold.

Based on aggregated 13F filings for Q4 2024.