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Opus Small Cap Value ETF
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Overview Fund Activity

55 hedge funds and large institutions have $586M invested in Opus Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 5 reducing their positions, and 5 closing their positions.

Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
0.75%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
12
Increased
35
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$49.4M
2
ACA
2
Aptus Capital Advisors
Alabama
$170M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$28M
4
PPC
4
Park Place Capital
Alabama
$15.2M
5
TPW
5
Talon Private Wealth
Florida
$4.58M

Top Sellers

1
OP
1
ORG Partners
Indiana
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$0
4
CTC
4
Central Trust Company
Missouri
$3.89M
5
AFG
5
Atomi Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
Maripau Wealth Management
Indiana
$2.08M +$572K +16,422 +38%
TA
27
TrueWealth Advisors
Alabama
$1.74M -$236K -6,775 -12%
ARC
28
Advisor Resource Council
Texas
$1.36M +$1.36M +48,097 New
OPOWM
29
One Plus One Wealth Management
Florida
$1.36M +$75.3K +2,162 +6%
Two Sigma Investments
30
Two Sigma Investments
New York
$1.07M +$1.07M +30,600 New
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$1.02M +$1.02M +29,325 New
AI
32
Atria Investments
North Carolina
$970K +$9.03K +259 +0.9%
TVM
33
True Vision MN
Minnesota
$838K +$4.46K +128 +0.5%
LRWM
34
Lord & Richards Wealth Management
Colorado
$735K +$451K +12,931 +158%
KAS
35
Kestra Advisory Services
Texas
$732K +$35.3K +1,012 +5%
RPGK
36
Retirement Planning Group (Kansas)
Kansas
$719K +$20.4K +584 +3%
SHFP
37
Second Half Financial Partners
Florida
$604K +$4.84K +139 +0.8%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$495K +$495K +14,201 New
BIG
39
Brookwood Investment Group
Arizona
$325K +$325K +9,328 New
BF
40
BOK Financial
Oklahoma
$270K +$270K +7,751 New
HWMO
41
Heritage Wealth Management (Ohio)
Ohio
$266K +$34.9K +1,000 +15%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$68K -$1.15K -33 -2%
Wells Fargo
43
Wells Fargo
California
$30.5K +$30.5K +875 +87,500%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$26.1K +$26.1K +748 New
CFD
45
Creative Financial Designs
Indiana
$21.3K +$18.5K +530 +663%
MCM
46
MAI Capital Management
Ohio
$20.9K -$148K -4,257 -88%
PA
47
Parallel Advisors
California
$19.4K -$125K -3,594 -87%
HI
48
Harbour Investments
Wisconsin
$15.6K +$15.6K +447 New
Osaic Holdings
49
Osaic Holdings
Arizona
$12.2K +$12.2K +350 New
WP
50
WealthShield Partners
North Carolina
$11.3K +$11.3K +324 New
1
2
3