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Opus Small Cap Value ETF
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Overview Fund Activity

20 hedge funds and large institutions have $134M invested in Opus Small Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 0 closing their positions.

Holders
20
Holders Change
+9
Holders Change %
+81.82%
% of All Funds
0.31%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
9
Increased
7
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWANC
1
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.11M
2
ACA
2
Aptus Capital Advisors
Alabama
$81.3M
3
SWM
3
Sugarloaf Wealth Management
Georgia
$24.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.06M
5
FP
5
Fiduciary Planning
Florida
$14.2M

Top Sellers

1
PWS
1
Precision Wealth Strategies
Missouri
$820K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.39M
3
IAIM
3
International Assets Investment Management
Florida
$645K
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$81.3M 2,299,557 +80,954 +4%
SWM
2
Sugarloaf Wealth Management
Georgia
$24.7M 697,313 +33,820 +5%
FP
3
Fiduciary Planning
Florida
$14.2M 400,171 +18,881 +5%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.11M 172,785 +172,785 New
Osaic Holdings
5
Osaic Holdings
Arizona
$1.39M 38,956 -19,159 -33%
OPOWM
6
One Plus One Wealth Management
Florida
$1.32M 37,447 +2,010 +6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.06M 30,076 +30,076 New
PWS
8
Precision Wealth Strategies
Missouri
$820K 23,180 -43,147 -65%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$789K 22,313 +5,851 +36%
IAIM
10
International Assets Investment Management
Florida
$645K 26,088 -9,176 -26%
CTC
11
Central Trust Company
Missouri
$569K 16,102 +12,254 +318%
SCFS
12
S.C. Financial Services
Arizona
$493K 14,096 +14,096 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$356K 10,060 +563 +6%
VCM
14
Virtue Capital Management
Tennessee
$294K 8,308 +8,308 New
CA
15
CoreCap Advisors
Michigan
$54K 1,518 +1,518 New
PFGIA
16
Patriot Financial Group Insurance Agency
Massachusetts
$45K 1,261 – –
FHC
17
First Heartland Consultants
Missouri
$22K 622,855 +622,855 New
CIAS
18
Capital Investment Advisory Services
North Carolina
$12K 340 +340 New
UBS Group
19
UBS Group
Switzerland
$5K 144 +144 New
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –
Wells Fargo
21
Wells Fargo
California
$0 2 +2 New