Opus Small Cap Value ETF
OSCV
25 hedge funds and large institutions have $180M invested in Opus Small Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 8 closing their positions.
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
6% more capital invested
Capital invested by funds: $170M → $180M (+$10.3M)
1.07% more ownership
Funds ownership: 96.91% → 97.99% (+1.1%)
11% less funds holding
Funds holding: 28 → 25 (-3)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$9.78M |
| 2 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
+$1.17M |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$1.16M |
| 4 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
+$640K |
| 5 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$630K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$1.79M |
| 2 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
-$1.51M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$605K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$333K |
| 5 |
LPL Financial
San Diego,
California
|
-$209K |
OSCV Hedge Fund Activity: Q3 2022 in Review
25 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Opus Small Cap Value ETF (OSCV) for Q3 2022, worth a combined $180M — up 6.1% from $170M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of OSCV and 5 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 12 added.
The largest buyer was Aptus Capital Advisors, adding an estimated $9.78M. The largest seller was Silver Oak Securities, cutting an estimated $1.79M.
- 25 institutional investors held Opus Small Cap Value ETF (OSCV) as of Q3 2022, down from 28 in Q2 2022.
- Funds reported $180M of Opus Small Cap Value ETF stock for Q3 2022, up 6.1% quarter-over-quarter.
- 5 funds opened new Opus Small Cap Value ETF positions in Q3 2022 and 8 closed out, a net change of -3 holders.
- The largest Opus Small Cap Value ETF buyer in Q3 2022 was Aptus Capital Advisors, an estimated $9.78M added.
- The largest Opus Small Cap Value ETF seller in Q3 2022 was Silver Oak Securities, an estimated $1.79M sold.
Based on aggregated 13F filings for Q3 2022.