Opus Small Cap Value ETF
OSCV
29 hedge funds and large institutions have $224M invested in Opus Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
24% more capital invested
Capital invested by funds: $180M → $224M (+$43.9M)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
16% more funds holding
Funds holding: 25 → 29 (+4)
2.15% more ownership
Funds ownership: 97.99% → 100.14% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$8.39M |
| 2 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$8.07M |
| 3 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
+$3.7M |
| 4 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$2.74M |
| 5 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$2.11M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$519K |
| 3 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
-$244K |
| 4 |
APW
Axim Planning & Wealth
Springboro,
Ohio
|
-$207K |
| 5 |
SCFS
S.C. Financial Services
Scottsdale,
Arizona
|
-$175K |
OSCV Hedge Fund Activity: Q4 2022 in Review
29 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Opus Small Cap Value ETF (OSCV) for Q4 2022, worth a combined $224M — up 24% from $180M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new OSCV positions and 2 closed out — a net gain of 5 holders — while 13 added to existing stakes and 8 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $8.39M. The largest seller was First Heartland Consultants, cutting an estimated $2.11M.
- 29 institutional investors held Opus Small Cap Value ETF (OSCV) as of Q4 2022, up from 25 in Q3 2022.
- Funds reported $224M of Opus Small Cap Value ETF stock for Q4 2022, up 24% quarter-over-quarter.
- 7 funds opened new Opus Small Cap Value ETF positions in Q4 2022 and 2 closed out, a net change of +5 holders.
- The largest Opus Small Cap Value ETF buyer in Q4 2022 was Aptus Capital Advisors, an estimated $8.39M added.
- The largest Opus Small Cap Value ETF seller in Q4 2022 was First Heartland Consultants, an estimated $2.11M sold.
Based on aggregated 13F filings for Q4 2022.