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Opus Small Cap Value ETF
OSCV

Overview Fund Activity

25 hedge funds and large institutions have $162M 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.

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.43%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
5
Increased
12
Reduced
7
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$78.2M
2
SAG
2
Spotlight Asset Group
Illinois
$4.38M
3
CTC
3
Central Trust Company
Missouri
$2.63M
4
IAIM
4
International Assets Investment Management
Florida
$726K
5
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$30.5M

Top Sellers

1
SOS
1
Silver Oak Securities
Tennessee
$1.39M
2
PWS
2
Precision Wealth Strategies
Missouri
$1.28M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$0
5
LPL Financial
5
LPL Financial
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$78.2M 2,754,083 +319,030 +13%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$30.5M 1,075,623 +20,886 +2%
SWM
3
Sugarloaf Wealth Management
Georgia
$17.5M 615,039 +9,047 +1%
FP
4
Fiduciary Planning
Florida
$15.1M 532,493 +8,895 +2%
SAG
5
Spotlight Asset Group
Illinois
$4.38M 146,087 +146,087 New
DAM
6
Derbend Asset Management
Georgia
$3.99M 140,594 +4,400 +3%
CTC
7
Central Trust Company
Missouri
$2.63M 92,532 +38,047 +70%
OPOWM
8
One Plus One Wealth Management
Florida
$1.39M 48,922 +1,579 +3%
SOS
9
Silver Oak Securities
Tennessee
$1.39M 45,710 -58,449 -56%
PWS
10
Precision Wealth Strategies
Missouri
$1.28M 42,227 -49,147 -54%
MWM
11
MBE Wealth Management
Wisconsin
$892K 31,406 +5,030 +19%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$796K 28,042 +78 +0.3%
IAIM
13
International Assets Investment Management
Florida
$726K 37,816 +37,816 New
GRP
14
Global Retirement Partners
California
$643K 20,231 +5,686 +39%
Osaic Holdings
15
Osaic Holdings
Arizona
$610K 21,495 -5,985 -22%
ARC
16
Advisor Resource Council
Texas
$583K 20,532 +20,532 New
IA
17
IFP Advisors
Florida
$467K 18,483 +139 +0.8%
SCFS
18
S.C. Financial Services
Arizona
$367K 12,943 -1,090 -8%
SPC
19
Sigma Planning Corp
Michigan
$222K 7,817 -4,270 -35%
APW
20
Axim Planning & Wealth
Ohio
$207K 7,299 -168 -2%
VCM
21
Virtue Capital Management
Tennessee
$201K 7,095 -370 -5%
FHC
22
First Heartland Consultants
Missouri
$18.2K 641,975 +2,052 +0.3%
UBS Group
23
UBS Group
Switzerland
$14K 501 +501 New
CIAS
24
Capital Investment Advisory Services
North Carolina
$10K 340 – –
AA
25
AlphaMark Advisors
Kentucky
$6K 200 +200 New
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