Opus Small Cap Value ETF
OSCV
20 hedge funds and large institutions have $156M 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.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
82% more funds holding
Funds holding: 11 → 20 (+9)
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
37% more capital invested
Capital invested by funds: $114M → $156M (+$42.4M)
1.99% more ownership
Funds ownership: 78.42% → 80.41% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$21.5M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$2.8M |
| 3 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$1.17M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.04M |
| 5 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$653K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
-$1.49M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$663K |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$317K |
OSCV Hedge Fund Activity: Q4 2021 in Review
20 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Opus Small Cap Value ETF (OSCV) for Q4 2021, worth a combined $156M — up 37% from $114M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new OSCV positions and 0 closed out — a net gain of 9 holders — while 7 added to existing stakes and 3 trimmed.
The largest buyer was First Heartland Consultants, opening a new position worth an estimated $21.5M. The largest seller was Precision Wealth Strategies, cutting an estimated $1.49M.
- 20 institutional investors held Opus Small Cap Value ETF (OSCV) as of Q4 2021, up from 11 in Q3 2021.
- Funds reported $156M of Opus Small Cap Value ETF stock for Q4 2021, up 37% quarter-over-quarter.
- 9 funds opened new Opus Small Cap Value ETF positions in Q4 2021 and 0 closed out, a net change of +9 holders.
- The largest Opus Small Cap Value ETF buyer in Q4 2021 was First Heartland Consultants, an estimated $21.5M added.
- The largest Opus Small Cap Value ETF seller in Q4 2021 was Precision Wealth Strategies, an estimated $1.49M sold.
Based on aggregated 13F filings for Q4 2021.