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Opus Small Cap Value ETF
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Overview Fund Activity

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.

Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
0.75%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
12
Increased
35
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$49.4M
2
ACA
2
Aptus Capital Advisors
Alabama
$170M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$28M
4
PPC
4
Park Place Capital
Alabama
$15.2M
5
TPW
5
Talon Private Wealth
Florida
$4.58M

Top Sellers

1
OP
1
ORG Partners
Indiana
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$0
4
CTC
4
Central Trust Company
Missouri
$3.89M
5
AFG
5
Atomi Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
CoreCap Advisors
Michigan
$5.1K – – –
UBS Group
52
UBS Group
Switzerland
$1.99K +$1.19K +34 +148%
CWP
53
Concord Wealth Partners
Virginia
$906 +$906 +26 New
SHF
54
Safe Harbor Fiduciary
Florida
$209 – – –
Morgan Stanley
55
Morgan Stanley
New York
$63 – – –
OP
56
ORG Partners
Indiana
– -$7.85M -212,329 Closed
Goldman Sachs
57
Goldman Sachs
New York
– -$1.13M -30,471 Closed
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
– -$954K -25,802 Closed
AFG
59
Atomi Financial Group
New York
– -$388K -10,493 Closed
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
– -$17.8K -481 Closed
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