Opus Small Cap Value ETF
OSCV
55 hedge funds and large institutions have $586M invested in Opus Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 5 reducing their positions, and 5 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 5
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
10% more funds holding
Funds holding: 50 → 55 (+5)
1% more capital invested
Capital invested by funds: $579M → $586M (+$6.58M)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
6.07% less ownership
Funds ownership: 121.43% → 115.36% (-6.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$15.6M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$13M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.68M |
| 4 |
PPC
Park Place Capital
Homewood,
Alabama
|
+$5.36M |
| 5 |
TPW
Talon Private Wealth
The Villages,
Florida
|
+$4.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OP
ORG Partners
Roanoke,
Indiana
|
-$7.85M |
| 2 |
Goldman Sachs
New York
|
-$1.13M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$954K |
| 4 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
-$541K |
| 5 |
AFG
Atomi Financial Group
New York
|
-$388K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
51
CoreCap Advisors
Southfield,
Michigan
| $5.09K | – | – | – |
|
52
UBS Group
Zurich,
Switzerland
| $1.99K | +$1.24K | +34 | +148% |
|
|
CWP
53
Concord Wealth Partners
Abingdon,
Virginia
| $906 | +$947 | +26 | New |
|
|
SHF
54
Safe Harbor Fiduciary
Pensacola,
Florida
| $209 | – | – | – |
|
55
Morgan Stanley
New York
| $63 | – | – | – |
|
|
OP
56
ORG Partners
Roanoke,
Indiana
| – | -$7.85M | -212,329 | Closed |
|
|
57
Goldman Sachs
New York
| – | -$1.13M | -30,471 | Closed |
|
|
58
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$954K | -25,802 | Closed |
|
|
AFG
59
Atomi Financial Group
New York
| – | -$388K | -10,493 | Closed |
|
60
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$17.8K | -481 | Closed |
|
OSCV Hedge Fund Activity: Q1 2025 in Review
55 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Opus Small Cap Value ETF (OSCV) for Q1 2025, worth a combined $586M — up 1.1% from $579M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new OSCV positions and 5 closed out — a net gain of 7 holders — while 35 added to existing stakes and 5 trimmed.
The largest buyer was Integrated Wealth Concepts, adding an estimated $15.6M. The largest seller was ORG Partners, exiting entirely with an estimated $7.85M sold.
- 55 institutional investors held Opus Small Cap Value ETF (OSCV) as of Q1 2025, up from 50 in Q4 2024.
- Funds reported $586M of Opus Small Cap Value ETF stock for Q1 2025, up 1.1% quarter-over-quarter.
- 12 funds opened new Opus Small Cap Value ETF positions in Q1 2025 and 5 closed out, a net change of +7 holders.
- The largest Opus Small Cap Value ETF buyer in Q1 2025 was Integrated Wealth Concepts, an estimated $15.6M added.
- The largest Opus Small Cap Value ETF seller in Q1 2025 was ORG Partners, an estimated $7.85M sold.
Based on aggregated 13F filings for Q1 2025.