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Opus Small Cap Value ETF

72 hedge funds and large institutions have $782M invested in Opus Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $756M → $782M (+$26.3M)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

3% less funds holding

Funds holding: 7472 (-2)

4.53% less ownership

Funds ownership: 118.68%114.15% (-4.5%)

Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
0.89%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
12
Increased
26
Reduced
27
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
26
Cushing Capital Partners
Wisconsin
$3.22M -$286K -7,211 -8%
MWM
27
Maripau Wealth Management
Indiana
$2.82M +$204K +5,144 +8%
CTC
28
Central Trust Company
Missouri
$2.43M -$379K -9,567 -13%
RIA
29
Regal Investment Advisors
Michigan
$2.3M +$93.1K +2,352 +4%
LRWM
30
Lord & Richards Wealth Management
Colorado
$2.12M +$70.5K +1,781 +3%
SAI
31
Savvy Advisors Inc
New York
$1.96M -$4.41M -111,454 -69%
MMM
32
Mendel Money Management
Illinois
$1.8M +$408K +10,313 +29%
OPOWM
33
One Plus One Wealth Management
Florida
$1.72M +$57.7K +1,458 +3%
TA
34
TrueWealth Advisors
Alabama
$1.41M -$91.5K -2,310 -6%
Goldman Sachs
35
Goldman Sachs
New York
$1.39M +$1.4M +35,233 New
Two Sigma Investments
36
Two Sigma Investments
New York
$1.37M -$1.3M -32,900 -49%
RA
37
RFG Advisory
Alabama
$1.29M +$1.3M +32,744 New
AI
38
Atria Investments
North Carolina
$1.28M -$88.1K -2,225 -6%
KWM
39
KFG Wealth Management
Indiana
$1.27M -$20.3M -512,820 -94%
DT
40
Diversified Trust
Tennessee
$1.22M
TPW
41
Talon Private Wealth
Florida
$1.06M +$1.07M +26,958 New
GL
42
Gerber LLC
Ohio
$966K +$323K +8,164 +50%
KAS
43
Kestra Advisory Services
Texas
$963K -$27.8K -703 -3%
SHFP
44
Second Half Financial Partners
Florida
$796K +$81.9K +2,067 +11%
VH
45
Visionary Horizons
Tennessee
$655K +$70.7K +1,786 +12%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$457K +$459K +11,598 New
Osaic Holdings
47
Osaic Holdings
Arizona
$401K -$12.2K -307 -3%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$323K -$602K -15,199 -65%
HWMO
49
Heritage Wealth Management (Ohio)
Ohio
$309K
TC
50
Town Capital
Maryland
$303K -$199K -5,030 -40%

OSCV Hedge Fund Activity: Q1 2026 in Review

72 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Opus Small Cap Value ETF (OSCV) for Q1 2026, worth a combined $782M — up 3.5% from $756M a quarter earlier.

Fund positioning in OSCV was balanced in Q1 2026: 12 funds opened new positions, 12 closed out, 26 added to existing stakes and 27 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $38.6M. The largest seller was Corient Private Wealth, cutting an estimated $51.2M.

  • 72 institutional investors held Opus Small Cap Value ETF (OSCV) as of Q1 2026, down from 74 in Q4 2025.
  • Funds reported $782M of Opus Small Cap Value ETF stock for Q1 2026, up 3.5% quarter-over-quarter.
  • 12 funds opened new Opus Small Cap Value ETF positions in Q1 2026 and 12 closed out, a net change of 0 holders.
  • The largest Opus Small Cap Value ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $38.6M added.
  • The largest Opus Small Cap Value ETF seller in Q1 2026 was Corient Private Wealth, an estimated $51.2M sold.

Based on aggregated 13F filings for Q1 2026.