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Opus Small Cap Value ETF

72 hedge funds and large institutions have $782M invested in Opus Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $756M → $782M (+$26.3M)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

3% less funds holding

Funds holding: 7472 (-2)

4.53% less ownership

Funds ownership: 118.68%114.15% (-4.5%)

Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
0.89%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
12
Increased
26
Reduced
27
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SRS
51
Strong Retirement Solutions
Washington
$233K +$234K +5,908 New
RPGK
52
Retirement Planning Group (Kansas)
Kansas
$219K -$258K -6,504 -54%
OHWP
53
Oak Harbor Wealth Partners
North Carolina
$175K +$176K +4,436 New
CIAS
54
Capital Investment Advisory Services
North Carolina
$147K +$138K +3,476 +1,396%
PGAM
55
Princeton Global Asset Management
New Jersey
$140K +$53.4K +1,349 +62%
JP Morgan Chase
56
JP Morgan Chase
New York
$92.1K
UBS Group
57
UBS Group
Switzerland
$81.2K +$65.9K +1,665 +424%
PA
58
Parallel Advisors
California
$77.1K +$356 +9 +0.5%
HI
59
Harbour Investments
Wisconsin
$60.9K +$43.4K +1,097 +245%
FFA
60
Farther Finance Advisors
California
$60.2K +$60.4K +1,524 New
WT
61
Whittier Trust
California
$39.8K
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$29.5K
MCM
63
MAI Capital Management
Ohio
$23.7K
OSAM
64
O'Shaughnessy Asset Management
Connecticut
$11.2K -$7.92K -200 -41%
CFD
65
Creative Financial Designs
Indiana
$11.1K -$1.9K -48 -15%
WP
66
WealthShield Partners
North Carolina
$10.4K -$2.42K -61 -19%
S
67
SignatureFD
Georgia
$7.4K +$7.45K +188 New
CA
68
CoreCap Advisors
Michigan
$5.79K -$40 -1 -0.7%
Jones Financial Companies
69
Jones Financial Companies
Missouri
$3.19K +$3.25K +82 New
NA
70
NewEdge Advisors
Louisiana
$2.52K +$2.54K +64 New
Morgan Stanley
71
Morgan Stanley
New York
$77
Wells Fargo
72
Wells Fargo
California
$68 +$40 +1 +100%
LFG
73
Larson Financial Group
Missouri
$18
WS
74
Wilian Securities
Minnesota
-$1.18M -31,839 Closed
TVM
75
True Vision MN
Minnesota
-$789K -21,308 Closed

OSCV Hedge Fund Activity: Q1 2026 in Review

72 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Opus Small Cap Value ETF (OSCV) for Q1 2026, worth a combined $782M — up 3.5% from $756M a quarter earlier.

Fund positioning in OSCV was balanced in Q1 2026: 12 funds opened new positions, 12 closed out, 26 added to existing stakes and 27 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $38.6M. The largest seller was Corient Private Wealth, cutting an estimated $51.2M.

  • 72 institutional investors held Opus Small Cap Value ETF (OSCV) as of Q1 2026, down from 74 in Q4 2025.
  • Funds reported $782M of Opus Small Cap Value ETF stock for Q1 2026, up 3.5% quarter-over-quarter.
  • 12 funds opened new Opus Small Cap Value ETF positions in Q1 2026 and 12 closed out, a net change of 0 holders.
  • The largest Opus Small Cap Value ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $38.6M added.
  • The largest Opus Small Cap Value ETF seller in Q1 2026 was Corient Private Wealth, an estimated $51.2M sold.

Based on aggregated 13F filings for Q1 2026.