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Opus Small Cap Value ETF
OSCV

Overview Fund Activity

35 hedge funds and large institutions have $334M invested in Opus Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
35
Holders Change
+5
Holders Change %
+16.67%
% of All Funds
0.51%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
8
Increased
18
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$136M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$16M
3
UAG
3
United Advisor Group
Ohio
$2.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.5M
5
SLC
5
Second Line Capital
Louisiana
$15.8M

Top Sellers

1
OP
1
ORG Partners
Indiana
$0
2
TA
2
TrueWealth Advisors
Alabama
$2.96M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
OPOWM
4
One Plus One Wealth Management
Florida
$1.16M
5
CTC
5
Central Trust Company
Missouri
$4.02M
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$136M 3,776,800 +467,414 +14%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$47.7M 1,326,782 +33,266 +3%
SWM
3
Sugarloaf Wealth Management
Georgia
$26.3M 731,624 +41,424 +6%
FHC
4
First Heartland Consultants
Missouri
$18.7M 519,550 +33,811 +7%
BF
5
Brogan Financial
Tennessee
$16.5M 460,068 +21,290 +5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$16M 445,335 +255,160 +134%
SLC
7
Second Line Capital
Louisiana
$15.8M 438,894 +70,881 +19%
WC
8
Waterloo Capital
Texas
$11.2M 312,216 +40,031 +15%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$8.5M 236,264 +76,875 +48%
ASN
10
Advisory Services Network
Georgia
$6.27M 174,325 +14,158 +9%
SAG
11
Spotlight Asset Group
Illinois
$5.43M 151,081 +12,095 +9%
CTC
12
Central Trust Company
Missouri
$4.02M 111,711 -8,826 -7%
IWC
13
Integrated Wealth Concepts
Massachusetts
$3.63M 101,020 +49,706 +97%
TA
14
TrueWealth Advisors
Alabama
$2.96M 82,443 -86,385 -51%
UAG
15
United Advisor Group
Ohio
$2.9M 80,734 +80,734 New
PPC
16
Park Place Capital
Alabama
$2.49M 69,116 +69,116 New
SOS
17
Silver Oak Securities
Tennessee
$2.24M 62,360 +9,962 +19%
LPL Financial
18
LPL Financial
California
$1.43M 39,718 +20,056 +102%
MWM
19
MBE Wealth Management
Wisconsin
$1.37M 38,023 -6,026 -14%
OPOWM
20
One Plus One Wealth Management
Florida
$1.16M 32,303 -21,936 -40%
AFG
21
Atomi Financial Group
New York
$713K 19,833 +3,628 +22%
RJA
22
Raymond James & Associates
Florida
$538K 14,968 – –
ARC
23
Advisor Resource Council
Texas
$455K 13,543 +1,395 +11%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$389K 10,811 +10,024 +1,274%
GS
25
GTS Securities
New York
$310K 8,620 +8,620 New
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