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Opus Small Cap Value ETF
OSCV

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: 12 → 12 (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: 74 → 72 (-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
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38.6M
2
IWC
Integrated Wealth Concepts
Massachusetts
+$13M
3
DE
Diversified Enterprises
Delaware
+$3.32M
4
SAW
Signal Advisors Wealth
Michigan
+$2.29M
5
IAA
Independent Advisor Alliance
North Carolina
+$1.75M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$51.2M
2
KWM
KFG Wealth Management
Indiana
-$20.3M
3
ACA
Aptus Capital Advisors
Alabama
-$8.32M
4
SAI
Savvy Advisors Inc
New York
-$4.41M
5
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
-$2.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
76
HRT Financial
New York
– -$712K -19,252 Closed
Citadel Advisors
77
Citadel Advisors
Florida
– -$637K -17,213 Closed
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
– -$384K -10,383 Closed
Betterment LLC
79
Betterment LLC
New York
– -$377K -10,176 Closed
QCM
80
Quantinno Capital Management
New York
– -$316K -8,529 Closed
VPIM
81
Vanguard Personalized Indexing Management
California
– -$215K -5,806 Closed
OC
82
Optima Capital
Oregon
– -$66.5K -1,797 Closed
CCM
83
Chilton Capital Management
Texas
– -$35.3K -953 Closed
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
– -$1.22K -33 Closed
SHF
85
Safe Harbor Fiduciary
Florida
– -$222 -6 Closed
1 2 3
4

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.