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Opus Small Cap Value ETF
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Overview Fund Activity

23 hedge funds and large institutions have $155M invested in Opus Small Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.36%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
7
Increased
10
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWANC
1
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.61M
2
FP
2
Fiduciary Planning
Florida
$15M
3
PWS
3
Precision Wealth Strategies
Missouri
$2.49M
4
SOS
4
Silver Oak Securities
Tennessee
$1.34M
5
SWM
5
Sugarloaf Wealth Management
Georgia
$24.1M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$120K
2
IAIM
2
International Assets Investment Management
Florida
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$0
4
ACA
4
Aptus Capital Advisors
Alabama
$75.7M
5
CA
5
CoreCap Advisors
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$75.7M 2,289,933 -9,624 -0.4%
SWM
2
Sugarloaf Wealth Management
Georgia
$24.1M 726,741 +29,428 +4%
FHC
3
First Heartland Consultants
Missouri
$21M 634,282 +11,427 +2%
FP
4
Fiduciary Planning
Florida
$15M 454,661 +54,490 +14%
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.61M 260,585 +87,800 +51%
PWS
6
Precision Wealth Strategies
Missouri
$2.49M 75,394 +52,214 +225%
OPOWM
7
One Plus One Wealth Management
Florida
$1.54M 46,596 +9,149 +24%
SOS
8
Silver Oak Securities
Tennessee
$1.34M 41,673 +41,673 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$893K 27,020 +4,707 +21%
MWM
10
MBE Wealth Management
Wisconsin
$854K 25,859 +25,859 New
CTC
11
Central Trust Company
Missouri
$574K 17,364 +1,262 +8%
SCFS
12
S.C. Financial Services
Arizona
$467K 14,137 +41 +0.3%
IA
13
IFP Advisors
Florida
$460K 18,344 +18,344 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$448K 13,563 +13,563 New
Citadel Advisors
15
Citadel Advisors
Florida
$411K 12,427 +12,427 New
GRP
16
Global Retirement Partners
California
$388K 12,866 +12,866 New
SPC
17
Sigma Planning Corp
Michigan
$322K 9,731 +9,731 New
VCM
18
Virtue Capital Management
Tennessee
$316K 9,574 +1,266 +15%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$120K 3,645 -26,431 -88%
PFGIA
20
Patriot Financial Group Insurance Agency
Massachusetts
$42K 1,261 – –
CIAS
21
Capital Investment Advisory Services
North Carolina
$11K 340 – –
Osaic Holdings
22
Osaic Holdings
Arizona
$7K 38,915 -41 -0.1%
IAIM
23
International Assets Investment Management
Florida
– – -26,088 Closed
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
– – -10,060 Closed
CA
25
CoreCap Advisors
Michigan
– – -1,518 Closed
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