Opus Small Cap Value ETF
OSCV
33 hedge funds and large institutions have $308M invested in Opus Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
10% more funds holding
Funds holding: 30 → 33 (+3)
6% more capital invested
Capital invested by funds: $292M → $308M (+$16.9M)
2.82% less ownership
Funds ownership: 120.12% → 117.3% (-2.8%)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$7.43M |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$3.87M |
| 3 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$1.79M |
| 4 |
LPL Financial
San Diego,
California
|
+$624K |
| 5 |
TA
TrueWealth Advisors
Birmingham,
Alabama
|
+$602K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$8.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$505K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$393K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$370K |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$324K |
OSCV Hedge Fund Activity: Q2 2023 in Review
33 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Opus Small Cap Value ETF (OSCV) for Q2 2023, worth a combined $308M — up 5.8% from $292M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new OSCV positions and 3 closed out — a net gain of 3 holders — while 14 added to existing stakes and 12 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $7.43M. The largest seller was Advisor Resource Council, exiting entirely with an estimated $8.7M sold.
- 33 institutional investors held Opus Small Cap Value ETF (OSCV) as of Q2 2023, up from 30 in Q1 2023.
- Funds reported $308M of Opus Small Cap Value ETF stock for Q2 2023, up 5.8% quarter-over-quarter.
- 6 funds opened new Opus Small Cap Value ETF positions in Q2 2023 and 3 closed out, a net change of +3 holders.
- The largest Opus Small Cap Value ETF buyer in Q2 2023 was Aptus Capital Advisors, an estimated $7.43M added.
- The largest Opus Small Cap Value ETF seller in Q2 2023 was Advisor Resource Council, an estimated $8.7M sold.
Based on aggregated 13F filings for Q2 2023.