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Opus Small Cap Value ETF
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Overview Fund Activity

30 hedge funds and large institutions have $277M invested in Opus Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 9 closing their positions.

Holders
30
Holders Change
-6
Holders Change %
-16.67%
% of All Funds
0.44%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
3
Increased
16
Reduced
7
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SLC
1
Second Line Capital
Louisiana
$12.4M
2
OP
2
ORG Partners
Indiana
$6.11M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$6.38M
4
BF
4
Brogan Financial
Tennessee
$14.7M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$1.72M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$111M
2
FP
2
Fiduciary Planning
Florida
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$26K
4
DAM
4
Derbend Asset Management
Georgia
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$111M 3,309,386 -247,949 -7%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$43.4M 1,293,516 +13,046 +1%
SWM
3
Sugarloaf Wealth Management
Georgia
$23.2M 690,200 -11,072 -2%
FHC
4
First Heartland Consultants
Missouri
$16.3M 485,739 +9,264 +2%
BF
5
Brogan Financial
Tennessee
$14.7M 438,778 +99,119 +29%
SLC
6
Second Line Capital
Louisiana
$12.4M 368,013 +368,013 New
WC
7
Waterloo Capital
Texas
$9.14M 272,185 +686 +0.3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$6.38M 190,175 +141,028 +287%
OP
9
ORG Partners
Indiana
$6.11M 182,031 +178,647 +5,279%
TA
10
TrueWealth Advisors
Alabama
$5.67M 168,828 +7,519 +5%
ASN
11
Advisory Services Network
Georgia
$5.38M 160,167 +19,715 +14%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.35M 159,389 +5,570 +4%
SAG
13
Spotlight Asset Group
Illinois
$4.22M 138,986 – –
CTC
14
Central Trust Company
Missouri
$4.05M 120,537 -17,729 -13%
OPOWM
15
One Plus One Wealth Management
Florida
$1.82M 54,239 +962 +2%
SOS
16
Silver Oak Securities
Tennessee
$1.76M 52,398 +6,688 +15%
IWC
17
Integrated Wealth Concepts
Massachusetts
$1.72M 51,314 +51,314 New
MWM
18
MBE Wealth Management
Wisconsin
$1.48M 44,049 -3,227 -7%
Citadel Advisors
19
Citadel Advisors
Florida
$891K 26,530 +4,502 +20%
LPL Financial
20
LPL Financial
California
$660K 19,662 +1,984 +11%
AFG
21
Atomi Financial Group
New York
$544K 16,205 -223 -1%
RJA
22
Raymond James & Associates
Florida
$502K 14,968 – –
ARC
23
Advisor Resource Council
Texas
$408K 12,148 +12,148 New
GRP
24
Global Retirement Partners
California
$182K 5,552 +67 +1%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$53.6K 1,597 -562 -26%
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