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Opus Small Cap Value ETF
OSCV

Overview Fund Activity

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.

Holders
16
Holders Change
+3
Holders Change %
+23.08%
% of All Funds
0.28%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
5
Increased
9
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
Sugarloaf Wealth Management
Georgia
$20.4M
2
FP
2
Fiduciary Planning
Florida
$6.19M
3
ACA
3
Aptus Capital Advisors
Alabama
$69.7M
4
PWS
4
Precision Wealth Strategies
Missouri
$2.57M
5
OPOWM
5
One Plus One Wealth Management
Florida
$985K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
GWM
2
Geneos Wealth Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$69.7M 2,136,668 +163,317 +8%
SWM
2
Sugarloaf Wealth Management
Georgia
$20.4M 624,989 +624,255 +85,048%
FP
3
Fiduciary Planning
Florida
$6.19M 189,700 +189,700 New
PWS
4
Precision Wealth Strategies
Missouri
$2.57M 78,656 +19,160 +32%
OPOWM
5
One Plus One Wealth Management
Florida
$985K 30,168 +16,340 +118%
IAIM
6
International Assets Investment Management
Florida
$606K 20,114 +2,521 +14%
Wolverine Trading
7
Wolverine Trading
Illinois
$508K 15,575 +15,575 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$451K 13,828 +13,719 +12,586%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$419K 12,851 +4,589 +56%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$261K 8,011 +8,011 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$217K 6,660 +173 +3%
PFGIA
12
Patriot Financial Group Insurance Agency
Massachusetts
$41K 1,261 – –
Osaic Holdings
13
Osaic Holdings
Arizona
$31K 936 +81 +9%
CIAS
14
Capital Investment Advisory Services
North Carolina
$11K 340 – –
CTC
15
Central Trust Company
Missouri
$5K 152 +152 New
Citadel Advisors
16
Citadel Advisors
Florida
– – -14,637 Closed
GWM
17
Geneos Wealth Management
Colorado
– – -3,410 Closed
IA
18
IFP Advisors
Florida
– – – –
CFGS
19
Concourse Financial Group Securities
Alabama
– – – –
Wells Fargo
20
Wells Fargo
California
$0 1 +1 New