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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

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

167% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 12

15% more capital invested

Capital invested by funds: $586M → $672M (+$85.8M)

13% more funds holding

Funds holding: 5562 (+7)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

0.69% more ownership

Funds ownership: 115.36%116.05% (+0.69%)

Holders
62
Holders Change
+7
Holders Change %
+12.73%
% of All Funds
0.82%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
10
Increased
32
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
26
Clarus Group
Texas
$2.21M +$2.13M +61,128 New
MWM
27
Maripau Wealth Management
Indiana
$2.13M -$45.5K -1,306 -2%
TA
28
TrueWealth Advisors
Alabama
$1.77M -$28.6K -821 -2%
OPOWM
29
One Plus One Wealth Management
Florida
$1.43M +$26.6K +765 +2%
PCIA
30
Prime Capital Investment Advisors
Kansas
$1.05M +$1.02M +29,212 New
AI
31
Atria Investments
North Carolina
$1.04M +$37.8K +1,086 +4%
LRWM
32
Lord & Richards Wealth Management
Colorado
$1.04M +$271K +7,782 +37%
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$908K +$876K +25,143 New
KAS
34
Kestra Advisory Services
Texas
$865K +$104K +2,972 +14%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$781K +$754K +21,641 New
TVM
36
True Vision MN
Minnesota
$778K -$86.6K -2,486 -10%
Two Sigma Investments
37
Two Sigma Investments
New York
$744K -$348K -10,000 -33%
RPGK
38
Retirement Planning Group (Kansas)
Kansas
$707K -$37K -1,062 -5%
SHFP
39
Second Half Financial Partners
Florida
$683K +$55.4K +1,589 +9%
Osaic Holdings
40
Osaic Holdings
Arizona
$553K +$521K +14,955 +4,273%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$515K -$525K -15,066 -51%
IAA
42
Independent Advisor Alliance
North Carolina
$506K +$488K +14,015 New
BF
43
BOK Financial
Oklahoma
$379K +$95.2K +2,732 +35%
ARC
44
Advisor Resource Council
Texas
$323K -$1.36M -39,144 -81%
HWMO
45
Heritage Wealth Management (Ohio)
Ohio
$283K +$6.97K +200 +3%
Betterment LLC
46
Betterment LLC
New York
$270K +$260K +7,475 New
VPIM
47
Vanguard Personalized Indexing Management
California
$210K +$202K +5,806 New
GRP
48
Global Retirement Partners
California
$125K +$121K +3,467 New
JP Morgan Chase
49
JP Morgan Chase
New York
$35.9K -$33.3K -956 -49%
Wells Fargo
50
Wells Fargo
California
$31.7K +$35 +1 +0.1%

OSCV Hedge Fund Activity: Q2 2025 in Review

62 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Opus Small Cap Value ETF (OSCV) for Q2 2025, worth a combined $672M — up 15% from $586M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new OSCV positions and 3 closed out — a net gain of 7 holders — while 32 added to existing stakes and 12 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $19.2M. The largest seller was Advisor Resource Council, cutting an estimated $1.36M.

  • 62 institutional investors held Opus Small Cap Value ETF (OSCV) as of Q2 2025, up from 55 in Q1 2025.
  • Funds reported $672M of Opus Small Cap Value ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 10 funds opened new Opus Small Cap Value ETF positions in Q2 2025 and 3 closed out, a net change of +7 holders.
  • The largest Opus Small Cap Value ETF buyer in Q2 2025 was Integrated Wealth Concepts, an estimated $19.2M added.
  • The largest Opus Small Cap Value ETF seller in Q2 2025 was Advisor Resource Council, an estimated $1.36M sold.

Based on aggregated 13F filings for Q2 2025.