Opus Small Cap Value ETF
OSCV
47 hedge funds and large institutions have $478M invested in Opus Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 2 reducing their positions, and 4 closing their positions.
1,350% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 2
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
26% more capital invested
Capital invested by funds: $381M → $478M (+$97.7M)
18% more funds holding
Funds holding: 40 → 47 (+7)
1.94% less ownership
Funds ownership: 122.7% → 120.76% (-1.9%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
Top Sellers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$684K |
| 2 |
TA
TrueWealth Advisors
Birmingham,
Alabama
|
-$231K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$87.3K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$23.2K |
| 5 |
RCM
Raleigh Capital Management
Cary,
North Carolina
|
-$21.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Bank of America
Charlotte,
North Carolina
| – | -$5.17K | -150 | Closed |
|
OSCV Hedge Fund Activity: Q3 2024 in Review
47 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Opus Small Cap Value ETF (OSCV) for Q3 2024, worth a combined $478M — up 26% from $381M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new OSCV positions and 4 closed out — a net gain of 8 holders — while 29 added to existing stakes and 2 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $10.7M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $684K sold.
- 47 institutional investors held Opus Small Cap Value ETF (OSCV) as of Q3 2024, up from 40 in Q2 2024.
- Funds reported $478M of Opus Small Cap Value ETF stock for Q3 2024, up 26% quarter-over-quarter.
- 12 funds opened new Opus Small Cap Value ETF positions in Q3 2024 and 4 closed out, a net change of +8 holders.
- The largest Opus Small Cap Value ETF buyer in Q3 2024 was Aptus Capital Advisors, an estimated $10.7M added.
- The largest Opus Small Cap Value ETF seller in Q3 2024 was Royal Bank of Canada, an estimated $684K sold.
Based on aggregated 13F filings for Q3 2024.