Opus Small Cap Value ETF
OSCV
16 hedge funds and large institutions have $102M invested in Opus Small Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 0 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
23% more funds holding
Funds holding: 13 → 16 (+3)
19% more capital invested
Capital invested by funds: $85.9M → $102M (+$16.6M)
18.75% more ownership
Funds ownership: 67.75% → 86.5% (+19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$20.6M |
| 2 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$6.25M |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$5.38M |
| 4 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
+$631K |
| 5 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
+$538K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$469K |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$112K |
OSCV Hedge Fund Activity: Q2 2021 in Review
16 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Opus Small Cap Value ETF (OSCV) for Q2 2021, worth a combined $102M — up 19% from $85.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new OSCV positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 0 trimmed.
The largest buyer was Sugarloaf Wealth Management, adding an estimated $20.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $469K sold.
- 16 institutional investors held Opus Small Cap Value ETF (OSCV) as of Q2 2021, up from 13 in Q1 2021.
- Funds reported $102M of Opus Small Cap Value ETF stock for Q2 2021, up 19% quarter-over-quarter.
- 5 funds opened new Opus Small Cap Value ETF positions in Q2 2021 and 2 closed out, a net change of +3 holders.
- The largest Opus Small Cap Value ETF buyer in Q2 2021 was Sugarloaf Wealth Management, an estimated $20.6M added.
- The largest Opus Small Cap Value ETF seller in Q2 2021 was Citadel Advisors, an estimated $469K sold.
Based on aggregated 13F filings for Q2 2021.