We are live on ! Find out more
OSCV icon

Opus Small Cap Value ETF
OSCV

62 hedge funds and large institutions have $691M invested in Opus Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 17

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

3% more capital invested

Capital invested by funds: $672M → $691M (+$19.4M)

0% more funds holding

Funds holding: 62 → 62 (0)

3.21% less ownership

Funds ownership: 116.05% → 112.85% (-3.2%)

Holders
62
Holders Change
–
Holders Change %
0%
% of All Funds
0.81%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
7
Increased
31
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
+$44.5M
2
IWC
Integrated Wealth Concepts
Massachusetts
+$8.87M
3
CG
Clarus Group
Texas
+$8.23M
4
DE
Diversified Enterprises
Delaware
+$3.02M
5
SAW
Signal Advisors Wealth
Michigan
+$2.13M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$43.5M
2
ACA
Aptus Capital Advisors
Alabama
-$4M
3
WAP
Wealthcare Advisory Partners
Pennsylvania
-$908K
4
MWM
MBE Wealth Management
Wisconsin
-$858K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$781K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$28.6K – – –
OSAM
52
O'Shaughnessy Asset Management
Connecticut
$25.8K -$862 -23 -3%
CFD
53
Creative Financial Designs
Indiana
$23.7K +$75 +2 +0.3%
MCM
54
MAI Capital Management
Ohio
$22.9K – – –
Wells Fargo
55
Wells Fargo
California
$17.6K -$15.7K -418 -48%
HI
56
Harbour Investments
Wisconsin
$17.1K – – –
UBS Group
57
UBS Group
Switzerland
$14.5K -$1.83K -49 -11%
WP
58
WealthShield Partners
North Carolina
$12.4K – – –
CIAS
59
Capital Investment Advisory Services
North Carolina
$9.5K +$9.29K +248 New
CA
60
CoreCap Advisors
Michigan
$5.6K – – –
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$5K +$4.87K +130 New
Morgan Stanley
62
Morgan Stanley
New York
$94 +$37 +1 +100%
LFG
63
Larson Financial Group
Missouri
$18 -$562 -15 Closed
WAP
64
Wealthcare Advisory Partners
Pennsylvania
– -$908K -25,143 Closed
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
– -$781K -21,641 Closed
Two Sigma Investments
66
Two Sigma Investments
New York
– -$744K -20,600 Closed
ARC
67
Advisor Resource Council
Texas
– -$323K -8,953 Closed
1 2
3

OSCV Hedge Fund Activity: Q3 2025 in Review

62 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Opus Small Cap Value ETF (OSCV) for Q3 2025, worth a combined $691M — up 2.9% from $672M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new OSCV positions and 5 closed out — a net gain of 2 holders — while 31 added to existing stakes and 17 trimmed.

The largest buyer was Corient Private Wealth, opening a new position worth an estimated $44.5M. The largest seller was Raymond James Financial, cutting an estimated $43.5M.

  • 62 institutional investors held Opus Small Cap Value ETF (OSCV) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $691M of Opus Small Cap Value ETF stock for Q3 2025, up 2.9% quarter-over-quarter.
  • 7 funds opened new Opus Small Cap Value ETF positions in Q3 2025 and 5 closed out, a net change of +2 holders.
  • The largest Opus Small Cap Value ETF buyer in Q3 2025 was Corient Private Wealth, an estimated $44.5M added.
  • The largest Opus Small Cap Value ETF seller in Q3 2025 was Raymond James Financial, an estimated $43.5M sold.

Based on aggregated 13F filings for Q3 2025.