Opus Small Cap Value ETF
OSCV
6 hedge funds and large institutions have $41.6M invested in Opus Small Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
69% more capital invested
Capital invested by funds: $24.6M → $41.6M (+$16.9M)
18.92% more ownership
Funds ownership: 58.6% → 77.51% (+19%)
14% less funds holding
Funds holding: 7 → 6 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$5.85M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$7.26K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$343 |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
1
Aptus Capital Advisors
Fairhope,
Alabama
| $31.3M | +$5.85M | +221,787 | +24% |
|
|
SWM
2
Sugarloaf Wealth Management
Duluth,
Georgia
| $9.84M | +$9.59M | +363,303 | New |
|
|
FAM
3
Formidable Asset Management
Cincinnati,
Ohio
| $392K | -$33K | -1,250 | -8% |
|
|
AF
4
Advisornet Financial
Minnetonka,
Minnesota
| $11K | – | – | – |
|
|
5
Wells Fargo
San Francisco,
California
| $7K | +$7.26K | +275 | New |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $1K | +$343 | +13 | +33% |
|
|
MFT
7
Moisand Fitzgerald Tamayo
Orlando,
Florida
| – | -$35K | -2,936 | Closed |
|
|
CFGS
8
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$27.9K | -1,057 | Closed |
|
9
Morgan Stanley
New York
| – | -$13K | -500 | Closed |
|
OSCV Hedge Fund Activity: Q4 2019 in Review
6 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Opus Small Cap Value ETF (OSCV) for Q4 2019, worth a combined $41.6M — up 69% from $24.6M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of OSCV and 2 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.
The largest buyer was Aptus Capital Advisors, adding an estimated $5.85M. The largest seller was Moisand Fitzgerald Tamayo, exiting entirely with an estimated $35K sold.
- 6 institutional investors held Opus Small Cap Value ETF (OSCV) as of Q4 2019, down from 7 in Q3 2019.
- Funds reported $41.6M of Opus Small Cap Value ETF stock for Q4 2019, up 69% quarter-over-quarter.
- 2 funds opened new Opus Small Cap Value ETF positions in Q4 2019 and 3 closed out, a net change of -1 holder.
- The largest Opus Small Cap Value ETF buyer in Q4 2019 was Aptus Capital Advisors, an estimated $5.85M added.
- The largest Opus Small Cap Value ETF seller in Q4 2019 was Moisand Fitzgerald Tamayo, an estimated $35K sold.
Based on aggregated 13F filings for Q4 2019.