OSCV icon

Opus Small Cap Value ETF
OSCV

Overview Fund Activity

28 hedge funds and large institutions have $170M invested in Opus Small Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
28
Holders Change
+5
Holders Change %
+21.74%
% of All Funds
0.47%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
6
Increased
14
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWANC
1
Guardian Wealth Advisors (North Carolina)
North Carolina
$30.4M
2
ACA
2
Aptus Capital Advisors
Alabama
$70.2M
3
DAM
3
Derbend Asset Management
Georgia
$3.93M
4
FP
4
Fiduciary Planning
Florida
$15.1M
5
SOS
5
Silver Oak Securities
Tennessee
$3.16M

Top Sellers

1
SWM
1
Sugarloaf Wealth Management
Georgia
$17.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$807K
4
VCM
4
Virtue Capital Management
Tennessee
$215K
5
PFGIA
5
Patriot Financial Group Insurance Agency
Massachusetts
$33K
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$70.2M 2,435,053 +145,120 +6%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$30.4M 1,054,737 +794,152 +305%
FHC
3
First Heartland Consultants
Missouri
$18.4M 639,923 +5,641 +0.9%
SWM
4
Sugarloaf Wealth Management
Georgia
$17.5M 605,992 -120,749 -17%
FP
5
Fiduciary Planning
Florida
$15.1M 523,598 +68,937 +15%
DAM
6
Derbend Asset Management
Georgia
$3.93M 136,194 +136,194 New
SOS
7
Silver Oak Securities
Tennessee
$3.16M 104,159 +62,486 +150%
PWS
8
Precision Wealth Strategies
Missouri
$2.65M 91,374 +15,980 +21%
CTC
9
Central Trust Company
Missouri
$1.57M 54,485 +37,121 +214%
OPOWM
10
One Plus One Wealth Management
Florida
$1.37M 47,343 +747 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$807K 27,480 -11,435 -29%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$806K 27,964 +944 +3%
MWM
13
MBE Wealth Management
Wisconsin
$760K 26,376 +517 +2%
Citadel Advisors
14
Citadel Advisors
Florida
$605K 20,989 +8,562 +69%
IA
15
IFP Advisors
Florida
$460K 18,344 – –
GRP
16
Global Retirement Partners
California
$419K 14,545 +1,679 +13%
SCFS
17
S.C. Financial Services
Arizona
$405K 14,033 -104 -0.7%
SPC
18
Sigma Planning Corp
Michigan
$348K 12,087 +2,356 +24%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$333K 11,541 +7,896 +217%
VCM
20
Virtue Capital Management
Tennessee
$215K 7,465 -2,109 -22%
APW
21
Axim Planning & Wealth
Ohio
$215K 7,467 +7,467 New
LPL Financial
22
LPL Financial
California
$209K 7,252 +7,252 New
CA
23
CoreCap Advisors
Michigan
$41K 1,430 +1,430 New
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$33K 1,148 -113 -9%
TCWM
25
Total Clarity Wealth Management
Illinois
$29K 996 +996 New
1
2