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Opus Small Cap Value ETF

74 hedge funds and large institutions have $756M invested in Opus Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

19% more funds holding

Funds holding: 6274 (+12)

9% more capital invested

Capital invested by funds: $691M → $756M (+$64.7M)

5.84% more ownership

Funds ownership: 112.85%118.68% (+5.8%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
74
Holders Change
+12
Holders Change %
+19.35%
% of All Funds
0.9%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
16
Increased
33
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PW
26
Pandora Wealth
Illinois
$2.7M -$27.2K -726 -1%
CTC
27
Central Trust Company
Missouri
$2.63M -$691K -18,464 -21%
Two Sigma Investments
28
Two Sigma Investments
New York
$2.51M +$2.53M +67,700 New
MWM
29
Maripau Wealth Management
Indiana
$2.46M +$125K +3,346 +5%
RIA
30
Regal Investment Advisors
Michigan
$2.07M +$1.61M +42,933 +332%
LRWM
31
Lord & Richards Wealth Management
Colorado
$1.92M +$716K +19,120 +58%
OPOWM
32
One Plus One Wealth Management
Florida
$1.56M +$55.8K +1,489 +4%
TA
33
TrueWealth Advisors
Alabama
$1.41M -$201K -5,374 -12%
IAA
34
Independent Advisor Alliance
North Carolina
$1.41M +$864K +23,082 +155%
MMM
35
Mendel Money Management
Illinois
$1.31M +$397K +10,596 +43%
AI
36
Atria Investments
North Carolina
$1.28M +$66.8K +1,783 +5%
WS
37
Wilian Securities
Minnesota
$1.18M +$1.19M +31,839 New
DT
38
Diversified Trust
Tennessee
$1.15M +$1.16M +31,008 New
KAS
39
Kestra Advisory Services
Texas
$930K +$2.88K +77 +0.3%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$867K +$876K +23,401 New
TVM
41
True Vision MN
Minnesota
$789K -$4.98K -133 -0.6%
HF
42
HRT Financial
New York
$712K +$721K +19,252 New
SHFP
43
Second Half Financial Partners
Florida
$671K -$1.72K -46 -0.3%
Citadel Advisors
44
Citadel Advisors
Florida
$637K +$645K +17,213 New
GL
45
Gerber LLC
Ohio
$605K +$611K +16,327 New
VH
46
Visionary Horizons
Tennessee
$549K +$341K +9,106 +159%
TC
47
Town Capital
Maryland
$471K +$476K +12,720 New
RPGK
48
Retirement Planning Group (Kansas)
Kansas
$447K -$117K -3,125 -21%
Osaic Holdings
49
Osaic Holdings
Arizona
$388K -$163K -4,346 -29%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$384K -$61.5K -1,642 -14%

OSCV Hedge Fund Activity: Q4 2025 in Review

74 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Opus Small Cap Value ETF (OSCV) for Q4 2025, worth a combined $756M — up 9.4% from $691M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new OSCV positions and 4 closed out — a net gain of 12 holders — while 33 added to existing stakes and 19 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $38.8M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $36.3M sold.

  • 74 institutional investors held Opus Small Cap Value ETF (OSCV) as of Q4 2025, up from 62 in Q3 2025.
  • Funds reported $756M of Opus Small Cap Value ETF stock for Q4 2025, up 9.4% quarter-over-quarter.
  • 16 funds opened new Opus Small Cap Value ETF positions in Q4 2025 and 4 closed out, a net change of +12 holders.
  • The largest Opus Small Cap Value ETF buyer in Q4 2025 was Corient Private Wealth, an estimated $38.8M added.
  • The largest Opus Small Cap Value ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2025.