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Opus Small Cap Value ETF
OSCV

Overview Fund Activity

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.

Holders
29
Holders Change
+4
Holders Change %
+16%
% of All Funds
0.47%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
7
Increased
13
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BF
1
Brogan Financial
Tennessee
$10.2M
2
ACA
2
Aptus Capital Advisors
Alabama
$93.7M
3
SWM
3
Sugarloaf Wealth Management
Georgia
$27.1M
4
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$37M
5
SOS
5
Silver Oak Securities
Tennessee
$4.14M

Top Sellers

1
FHC
1
First Heartland Consultants
Missouri
$17.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$150K
3
PWS
3
Precision Wealth Strategies
Missouri
$1.07M
4
APW
4
Axim Planning & Wealth
Ohio
$0
5
SCFS
5
S.C. Financial Services
Arizona
$227K
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$93.7M 3,023,393 +269,310 +10%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$37M 1,194,279 +118,656 +11%
SWM
3
Sugarloaf Wealth Management
Georgia
$27.1M 873,847 +258,808 +42%
FHC
4
First Heartland Consultants
Missouri
$17.8M 574,387 -67,588 -11%
FP
5
Fiduciary Planning
Florida
$16.6M 534,336 +1,843 +0.3%
BF
6
Brogan Financial
Tennessee
$10.2M 330,096 +330,096 New
DAM
7
Derbend Asset Management
Georgia
$4.81M 155,364 +14,770 +11%
CTC
8
Central Trust Company
Missouri
$4.15M 133,840 +41,308 +45%
SOS
9
Silver Oak Securities
Tennessee
$4.14M 133,657 +87,947 +192%
OPOWM
10
One Plus One Wealth Management
Florida
$1.34M 43,358 -5,564 -11%
PWS
11
Precision Wealth Strategies
Missouri
$1.07M 34,413 -7,814 -19%
MWM
12
MBE Wealth Management
Wisconsin
$1.06M 34,157 +2,751 +9%
IAIM
13
International Assets Investment Management
Florida
$928K 48,358 +10,542 +28%
ARC
14
Advisor Resource Council
Texas
$911K 29,390 +8,858 +43%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$821K 26,511 -1,531 -5%
GRP
16
Global Retirement Partners
California
$751K 24,233 +4,002 +20%
IA
17
IFP Advisors
Florida
$426K 16,927 -1,556 -8%
SPC
18
Sigma Planning Corp
Michigan
$387K 12,498 +4,681 +60%
Citadel Advisors
19
Citadel Advisors
Florida
$255K 8,238 +8,238 New
SCFS
20
S.C. Financial Services
Arizona
$227K 7,316 -5,627 -43%
VCM
21
Virtue Capital Management
Tennessee
$206K 6,655 -440 -6%
Osaic Holdings
22
Osaic Holdings
Arizona
$150K 4,847 -16,648 -77%
UBS Group
23
UBS Group
Switzerland
$122K 3,922 +3,421 +683%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$65K 2,100 +2,100 New
CA
25
CoreCap Advisors
Michigan
$44.5K 1,436 +1,436 New
1
2