Opus Small Cap Value ETF
OSCV
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.
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
15% more funds holding
Funds holding: 20 → 23 (+3)
0.12% more ownership
Funds ownership: 80.41% → 80.53% (+0.12%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1% less capital invested
Capital invested by funds: $156M → $155M (-$1.16M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
+$2.91M |
| 2 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$1.81M |
| 3 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
+$1.73M |
| 4 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$977K |
| 5 |
MWM
MBE Wealth Management
Tomah,
Wisconsin
|
+$858K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$877K |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$645K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$356K |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$320K |
| 5 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$54K |
OSCV Hedge Fund Activity: Q1 2022 in Review
23 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Opus Small Cap Value ETF (OSCV) for Q1 2022, worth a combined $155M — down 0.74% from $156M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new OSCV positions and 4 closed out — a net gain of 3 holders — while 10 added to existing stakes and 4 trimmed.
The largest buyer was Guardian Wealth Advisors (North Carolina), adding an estimated $2.91M. The largest seller was Royal Bank of Canada, cutting an estimated $877K.
- 23 institutional investors held Opus Small Cap Value ETF (OSCV) as of Q1 2022, up from 20 in Q4 2021.
- Funds reported $155M of Opus Small Cap Value ETF stock for Q1 2022, down 0.74% quarter-over-quarter.
- 7 funds opened new Opus Small Cap Value ETF positions in Q1 2022 and 4 closed out, a net change of +3 holders.
- The largest Opus Small Cap Value ETF buyer in Q1 2022 was Guardian Wealth Advisors (North Carolina), an estimated $2.91M added.
- The largest Opus Small Cap Value ETF seller in Q1 2022 was Royal Bank of Canada, an estimated $877K sold.
Based on aggregated 13F filings for Q1 2022.