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Opus Small Cap Value ETF
OSCV

Overview Fund Activity

50 hedge funds and large institutions have $579M invested in Opus Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 9 closing their positions.

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.67%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
14
Increased
25
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DE
1
Diversified Enterprises
Delaware
$52.5M
2
BF
2
Brogan Financial
Tennessee
$28.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$21.9M
4
ACA
4
Aptus Capital Advisors
Alabama
$167M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$36.6M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
ARC
2
Advisor Resource Council
Texas
$0
3
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$51.1M
4
TA
4
TrueWealth Advisors
Alabama
$2.1M
5
AFG
5
Atomi Financial Group
New York
$388K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
– -$1.44M -38,398 Closed
ARC
52
Advisor Resource Council
Texas
– -$1.24M -33,108 Closed
Citadel Advisors
53
Citadel Advisors
Florida
– -$432K -11,530 Closed
Two Sigma Investments
54
Two Sigma Investments
New York
– -$427K -11,400 Closed
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
– -$242K -6,463 Closed
MFC
56
Morris Financial Concepts
South Carolina
– -$181K -4,823 Closed
Fidelity Investments
57
Fidelity Investments
Massachusetts
– -$52.9K -1,412 Closed
EWA
58
EverSource Wealth Advisors
Alabama
– -$11.3K -301 Closed
CIAS
59
Capital Investment Advisory Services
North Carolina
– -$9.19K -245 Closed
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