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Opus Small Cap Value ETF
OSCV

Overview Fund Activity

62 hedge funds and large institutions have $671M invested in Opus Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+7
Holders Change %
+12.73%
% of All Funds
0.83%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
10
Increased
31
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
Integrated Wealth Concepts
Massachusetts
$71.1M
2
ACA
Aptus Capital Advisors
Alabama
$190M
3
DE
Diversified Enterprises
Delaware
$58.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$32.4M
5
Raymond James Financial
Raymond James Financial
Florida
$61.5M

Top Sellers

1
ARC
Advisor Resource Council
Texas
$323K
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$515K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$744K
5
BIG
Brookwood Investment Group
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
26
Clarus Group
Texas
$2.21M +$2.21M +61,128 New
MWM
27
Maripau Wealth Management
Indiana
$2.13M -$47.6K -1,306 -2%
TA
28
TrueWealth Advisors
Alabama
$1.77M -$29.6K -821 -2%
OPOWM
29
One Plus One Wealth Management
Florida
$1.43M +$27.6K +765 +2%
PCIA
30
Prime Capital Investment Advisors
Kansas
$1.05M +$1.05M +29,212 New
AI
31
Atria Investments
North Carolina
$1.04M +$39.2K +1,086 +4%
LRWM
32
Lord & Richards Wealth Management
Colorado
$1.04M +$281K +7,782 +37%
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$908K +$908K +25,143 New
KAS
34
Kestra Advisory Services
Texas
$865K +$107K +2,972 +14%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$781K +$781K +21,641 New
TVM
36
True Vision MN
Minnesota
$778K -$89.8K -2,486 -10%
Two Sigma Investments
37
Two Sigma Investments
New York
$744K -$361K -10,000 -33%
RPGK
38
Retirement Planning Group (Kansas)
Kansas
$707K -$38.3K -1,062 -5%
SHFP
39
Second Half Financial Partners
Florida
$683K +$57.4K +1,589 +9%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$515K -$544K -15,066 -51%
IAA
41
Independent Advisor Alliance
North Carolina
$506K +$506K +14,015 New
BF
42
BOK Financial
Oklahoma
$379K +$98.7K +2,732 +35%
ARC
43
Advisor Resource Council
Texas
$323K -$1.41M -39,144 -81%
HWMO
44
Heritage Wealth Management (Ohio)
Ohio
$283K +$7.22K +200 +3%
Betterment LLC
45
Betterment LLC
New York
$270K +$270K +7,475 New
VPIM
46
Vanguard Personalized Indexing Management
California
$210K +$210K +5,806 New
GRP
47
Global Retirement Partners
California
$125K +$125K +3,467 New
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$35.9K -$34.5K -956 -49%
Wells Fargo
49
Wells Fargo
California
$31.7K +$36 +1 +0.1%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$27K – – –
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