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Opus Small Cap Value ETF
OSCV

62 hedge funds and large institutions have $672M invested in Opus Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

167% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 12

15% more capital invested

Capital invested by funds: $586M → $672M (+$85.8M)

13% more funds holding

Funds holding: 55 → 62 (+7)

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

0.69% more ownership

Funds ownership: 115.36% → 116.05% (+0.69%)

Holders
62
Holders Change
+7
Holders Change %
+12.73%
% of All Funds
0.82%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
10
Increased
32
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
+$19.2M
2
ACA
Aptus Capital Advisors
Alabama
+$13.3M
3
DE
Diversified Enterprises
Delaware
+$3.61M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.28M
5
Raymond James Financial
Raymond James Financial
Florida
+$2.43M

Top Sellers

Rank Fund Capital Flow
1
ARC
Advisor Resource Council
Texas
-$1.36M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$525K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$495K
4
Two Sigma Investments
Two Sigma Investments
New York
-$348K
5
BIG
Brookwood Investment Group
Arizona
-$325K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$27K – – –
OSAM
52
O'Shaughnessy Asset Management
Connecticut
$25.2K +$24.3K +697 New
CFD
53
Creative Financial Designs
Indiana
$22.3K +$279 +8 +1%
MCM
54
MAI Capital Management
Ohio
$21.7K – – –
PA
55
Parallel Advisors
California
$20.1K – – –
HI
56
Harbour Investments
Wisconsin
$16.1K – – –
UBS Group
57
UBS Group
Switzerland
$15.5K +$13K +372 +653%
WP
58
WealthShield Partners
North Carolina
$11.7K – – –
CA
59
CoreCap Advisors
Michigan
$5.29K – – –
LFG
60
Larson Financial Group
Missouri
$559 +$523 +15 New
SHF
61
Safe Harbor Fiduciary
Florida
$217 – – –
Morgan Stanley
62
Morgan Stanley
New York
$37 – – –
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
– -$495K -14,201 Closed
BIG
64
Brookwood Investment Group
Arizona
– -$325K -9,328 Closed
CWP
65
Concord Wealth Partners
Virginia
– -$906 -26 Closed
1 2
3

OSCV Hedge Fund Activity: Q2 2025 in Review

62 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Opus Small Cap Value ETF (OSCV) for Q2 2025, worth a combined $672M — up 15% from $586M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new OSCV positions and 3 closed out — a net gain of 7 holders — while 32 added to existing stakes and 12 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $19.2M. The largest seller was Advisor Resource Council, cutting an estimated $1.36M.

  • 62 institutional investors held Opus Small Cap Value ETF (OSCV) as of Q2 2025, up from 55 in Q1 2025.
  • Funds reported $672M of Opus Small Cap Value ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 10 funds opened new Opus Small Cap Value ETF positions in Q2 2025 and 3 closed out, a net change of +7 holders.
  • The largest Opus Small Cap Value ETF buyer in Q2 2025 was Integrated Wealth Concepts, an estimated $19.2M added.
  • The largest Opus Small Cap Value ETF seller in Q2 2025 was Advisor Resource Council, an estimated $1.36M sold.

Based on aggregated 13F filings for Q2 2025.