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Opus Small Cap Value ETF
OSCV

Overview Fund Activity

30 hedge funds and large institutions have $292M invested in Opus Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and 5 closing their positions.

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.48%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
8
Increased
18
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$125M
2
WC
2
Waterloo Capital
Texas
$10.7M
3
ARC
3
Advisor Resource Council
Texas
$8.7M
4
SAG
4
Spotlight Asset Group
Illinois
$4.38M
5
TA
5
TrueWealth Advisors
Alabama
$4.19M

Top Sellers

1
PWS
1
Precision Wealth Strategies
Missouri
$0
2
IAIM
2
International Assets Investment Management
Florida
$0
3
IA
3
IFP Advisors
Florida
$0
4
FHC
4
First Heartland Consultants
Missouri
$17.6M
5
UBS Group
5
UBS Group
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$125M 4,019,453 +996,060 +33%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$40.3M 1,294,603 +100,324 +8%
SWM
3
Sugarloaf Wealth Management
Georgia
$28.5M 914,768 +40,921 +5%
FHC
4
First Heartland Consultants
Missouri
$17.6M 563,712 -10,675 -2%
FP
5
Fiduciary Planning
Florida
$17.4M 559,996 +25,660 +5%
WC
6
Waterloo Capital
Texas
$10.7M 345,118 +345,118 New
BF
7
Brogan Financial
Tennessee
$10.3M 331,963 +1,867 +0.6%
ARC
8
Advisor Resource Council
Texas
$8.7M 280,133 +250,743 +853%
DAM
9
Derbend Asset Management
Georgia
$4.94M 158,593 +3,229 +2%
SOS
10
Silver Oak Securities
Tennessee
$4.49M 144,299 +10,642 +8%
SAG
11
Spotlight Asset Group
Illinois
$4.38M 146,087 +146,087 New
CTC
12
Central Trust Company
Missouri
$4.27M 137,215 +3,375 +3%
TA
13
TrueWealth Advisors
Alabama
$4.19M 134,575 +134,575 New
ASN
14
Advisory Services Network
Georgia
$2.31M 74,247 +73,363 +8,299%
OPOWM
15
One Plus One Wealth Management
Florida
$1.64M 52,816 +9,458 +22%
MWM
16
MBE Wealth Management
Wisconsin
$1.34M 43,027 +8,870 +26%
AFG
17
Atomi Financial Group
New York
$812K 26,089 +26,089 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$797K 25,594 -917 -3%
GRP
19
Global Retirement Partners
California
$776K 25,535 +1,302 +5%
Citadel Advisors
20
Citadel Advisors
Florida
$745K 23,929 +15,691 +190%
Osaic Holdings
21
Osaic Holdings
Arizona
$520K 16,858 +12,011 +248%
RJA
22
Raymond James & Associates
Florida
$468K 15,025 +15,025 New
SPC
23
Sigma Planning Corp
Michigan
$393K 12,612 +114 +0.9%
VCM
24
Virtue Capital Management
Tennessee
$232K 7,725 +1,070 +16%
Lido Advisors
25
Lido Advisors
California
$225K 7,211 +7,211 New
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