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Opus Small Cap Value ETF

62 hedge funds and large institutions have $672M invested in Opus Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
26
Clarus Group
Texas
$2.21M
MWM
27
Maripau Wealth Management
Indiana
$2.13M
TA
28
TrueWealth Advisors
Alabama
$1.77M
OPOWM
29
One Plus One Wealth Management
Florida
$1.43M
PCIA
30
Prime Capital Investment Advisors
Kansas
$1.05M
AI
31
Atria Investments
North Carolina
$1.04M
LRWM
32
Lord & Richards Wealth Management
Colorado
$1.04M
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$908K
KAS
34
Kestra Advisory Services
Texas
$865K
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$781K
TVM
36
True Vision MN
Minnesota
$778K
Two Sigma Investments
37
Two Sigma Investments
New York
$744K
RPGK
38
Retirement Planning Group (Kansas)
Kansas
$707K
SHFP
39
Second Half Financial Partners
Florida
$683K
Osaic Holdings
40
Osaic Holdings
Arizona
$553K
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$515K
IAA
42
Independent Advisor Alliance
North Carolina
$506K
BF
43
BOK Financial
Oklahoma
$379K
ARC
44
Advisor Resource Council
Texas
$323K
HWMO
45
Heritage Wealth Management (Ohio)
Ohio
$283K
Betterment LLC
46
Betterment LLC
New York
$270K
VPIM
47
Vanguard Personalized Indexing Management
California
$210K
GRP
48
Global Retirement Partners
California
$125K
JP Morgan Chase
49
JP Morgan Chase
New York
$35.9K
Wells Fargo
50
Wells Fargo
California
$31.7K