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Opus Small Cap Value ETF
OSCV

Overview Fund Activity

36 hedge funds and large institutions have $244M invested in Opus Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.57%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
6
Increased
8
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.67M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.67M
3
FTUS
3
Flow Traders U.S.
New York
$1.13M
4
IAIM
4
International Assets Investment Management
Florida
$690K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.49M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$108M
2
FP
2
Fiduciary Planning
Florida
$6.86M
3
SWM
3
Sugarloaf Wealth Management
Georgia
$21.3M
4
DAM
4
Derbend Asset Management
Georgia
$1.49M
5
SOS
5
Silver Oak Securities
Tennessee
$1.39M
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$108M 3,557,335 -702,528 -16%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$38.8M 1,280,470 -32,220 -2%
SWM
3
Sugarloaf Wealth Management
Georgia
$21.3M 701,272 -271,311 -28%
FHC
4
First Heartland Consultants
Missouri
$14.5M 476,475 -76,754 -14%
BF
5
Brogan Financial
Tennessee
$10.3M 339,659 +2,692 +0.8%
WC
6
Waterloo Capital
Texas
$8.23M 271,499 -84,525 -24%
FP
7
Fiduciary Planning
Florida
$6.86M 226,183 -344,882 -60%
TA
8
TrueWealth Advisors
Alabama
$4.89M 161,309 +7,265 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.67M 153,819 +153,819 New
ASN
10
Advisory Services Network
Georgia
$4.26M 140,452 -59,015 -30%
SAG
11
Spotlight Asset Group
Illinois
$4.22M 138,986 -5,006 -3%
CTC
12
Central Trust Company
Missouri
$4.19M 138,266 -1,192 -0.9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.67M 54,886 +38,408 +233%
OPOWM
14
One Plus One Wealth Management
Florida
$1.62M 53,277 -1,452 -3%
DAM
15
Derbend Asset Management
Georgia
$1.49M 49,166 -120,950 -71%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.49M 49,147 +22,625 +85%
MWM
17
MBE Wealth Management
Wisconsin
$1.43M 47,276 -11,615 -20%
SOS
18
Silver Oak Securities
Tennessee
$1.39M 45,710 -97,765 -68%
FTUS
19
Flow Traders U.S.
New York
$1.13M 37,190 +37,190 New
IAIM
20
International Assets Investment Management
Florida
$690K 33,521 +33,521 New
Citadel Advisors
21
Citadel Advisors
Florida
$668K 22,028 +14,456 +191%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$574K 18,934 +8,617 +84%
LPL Financial
23
LPL Financial
California
$536K 17,678 -2,512 -12%
AFG
24
Atomi Financial Group
New York
$498K 16,428 -9,585 -37%
RJA
25
Raymond James & Associates
Florida
$454K 14,968 – –
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