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Opus Small Cap Value ETF
OSCV

Overview Fund Activity

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.

Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.52%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
6
Increased
14
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$136M
2
ASN
2
Advisory Services Network
Georgia
$6.37M
3
SWM
3
Sugarloaf Wealth Management
Georgia
$31.1M
4
PIWA
4
Prevail Innovative Wealth Advisors
Kansas
$1.61M
5
LPL Financial
5
LPL Financial
California
$645K

Top Sellers

1
ARC
1
Advisor Resource Council
Texas
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$242K
3
SPC
3
Sigma Planning Corp
Michigan
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$156K
5
FHC
5
First Heartland Consultants
Missouri
$17.7M
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$136M 4,259,863 +240,410 +6%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$41.9M 1,312,690 +18,087 +1%
SWM
3
Sugarloaf Wealth Management
Georgia
$31.1M 972,583 +57,815 +6%
FP
4
Fiduciary Planning
Florida
$18.2M 571,065 +11,069 +2%
FHC
5
First Heartland Consultants
Missouri
$17.7M 553,229 -10,483 -2%
WC
6
Waterloo Capital
Texas
$11.4M 356,024 +10,906 +3%
BF
7
Brogan Financial
Tennessee
$10.8M 336,967 +5,004 +2%
ASN
8
Advisory Services Network
Georgia
$6.37M 199,467 +125,220 +169%
DAM
9
Derbend Asset Management
Georgia
$5.44M 170,116 +11,523 +7%
TA
10
TrueWealth Advisors
Alabama
$4.92M 154,044 +19,469 +14%
SAG
11
Spotlight Asset Group
Illinois
$4.6M 143,992 -2,095 -1%
SOS
12
Silver Oak Securities
Tennessee
$4.58M 143,475 -824 -0.6%
CTC
13
Central Trust Company
Missouri
$4.46M 139,458 +2,243 +2%
MWM
14
MBE Wealth Management
Wisconsin
$1.88M 58,891 +15,864 +37%
OPOWM
15
One Plus One Wealth Management
Florida
$1.75M 54,729 +1,913 +4%
PIWA
16
Prevail Innovative Wealth Advisors
Kansas
$1.61M 50,427 +50,427 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$847K 26,522 +928 +4%
AFG
18
Atomi Financial Group
New York
$831K 26,013 -76 -0.3%
GRP
19
Global Retirement Partners
California
$782K 24,470 -1,065 -4%
LPL Financial
20
LPL Financial
California
$645K 20,190 +20,190 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$526K 16,478 +16,478 New
RJA
22
Raymond James & Associates
Florida
$478K 14,968 -57 -0.4%
GS
23
GTS Securities
New York
$371K 11,613 +11,613 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$330K 10,317 +10,317 New
Citadel Advisors
25
Citadel Advisors
Florida
$242K 7,572 -16,357 -68%
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