Opus Small Cap Value ETF
OSCV
62 hedge funds and large institutions have $691M invested in Opus Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 5 closing their positions.
82% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 17
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
3% more capital invested
Capital invested by funds: $672M → $691M (+$19.4M)
0% more funds holding
Funds holding: 62 → 62 (0)
3.21% less ownership
Funds ownership: 116.05% → 112.85% (-3.2%)
Top Buyers
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$44.5M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$8.87M |
| 3 |
CG
Clarus Group
Houston,
Texas
|
+$8.23M |
| 4 |
DE
Diversified Enterprises
Wilmington,
Delaware
|
+$3.02M |
| 5 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$2.13M |
Top Sellers
OSCV Hedge Fund Activity: Q3 2025 in Review
62 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Opus Small Cap Value ETF (OSCV) for Q3 2025, worth a combined $691M — up 2.9% from $672M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new OSCV positions and 5 closed out — a net gain of 2 holders — while 31 added to existing stakes and 17 trimmed.
The largest buyer was Corient Private Wealth, opening a new position worth an estimated $44.5M. The largest seller was Raymond James Financial, cutting an estimated $43.5M.
- 62 institutional investors held Opus Small Cap Value ETF (OSCV) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $691M of Opus Small Cap Value ETF stock for Q3 2025, up 2.9% quarter-over-quarter.
- 7 funds opened new Opus Small Cap Value ETF positions in Q3 2025 and 5 closed out, a net change of +2 holders.
- The largest Opus Small Cap Value ETF buyer in Q3 2025 was Corient Private Wealth, an estimated $44.5M added.
- The largest Opus Small Cap Value ETF seller in Q3 2025 was Raymond James Financial, an estimated $43.5M sold.
Based on aggregated 13F filings for Q3 2025.