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Opus Small Cap Value ETF
OSCV

Overview Fund Activity

40 hedge funds and large institutions have $381M invested in Opus Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.58%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
10
Increased
20
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$46.6M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$21.1M
3
ACA
3
Aptus Capital Advisors
Alabama
$139M
4
OP
4
ORG Partners
Indiana
$6.58M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.8M

Top Sellers

1
ASN
1
Advisory Services Network
Georgia
$1.61M
2
ARC
2
Advisor Resource Council
Texas
$0
3
GS
3
GTS Securities
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
TA
5
TrueWealth Advisors
Alabama
$2.6M
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$139M 4,027,941 +251,141 +7%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$47M 1,361,049 +34,267 +3%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$46.6M 1,350,023 +904,688 +203%
SWM
4
Sugarloaf Wealth Management
Georgia
$25.4M 736,799 +5,175 +0.7%
IWC
5
Integrated Wealth Concepts
Massachusetts
$21.1M 612,899 +511,879 +507%
BF
6
Brogan Financial
Tennessee
$16.2M 469,963 +9,895 +2%
SLC
7
Second Line Capital
Louisiana
$16.2M 469,268 +30,374 +7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$11.8M 343,279 +107,015 +45%
WC
9
Waterloo Capital
Texas
$11.1M 322,024 +9,808 +3%
OP
10
ORG Partners
Indiana
$6.58M 192,851 +192,851 New
PPC
11
Park Place Capital
Alabama
$5.65M 163,674 +94,558 +137%
SAG
12
Spotlight Asset Group
Illinois
$5.07M 146,949 -4,132 -3%
UAG
13
United Advisor Group
Ohio
$4.38M 127,083 +46,349 +57%
CTC
14
Central Trust Company
Missouri
$3.94M 114,170 +2,459 +2%
LPL Financial
15
LPL Financial
California
$3.6M 104,234 +64,516 +162%
TA
16
TrueWealth Advisors
Alabama
$2.6M 75,489 -6,954 -8%
SOS
17
Silver Oak Securities
Tennessee
$2.21M 64,045 +1,685 +3%
ASN
18
Advisory Services Network
Georgia
$1.61M 46,807 -127,518 -73%
RB
19
Renasant Bank
Mississippi
$1.59M 46,214 +46,214 New
FGG
20
Financial Guidance Group
Florida
$1.49M 43,248 +43,248 New
MWM
21
MBE Wealth Management
Wisconsin
$1.46M 42,348 +4,325 +11%
OPOWM
22
One Plus One Wealth Management
Florida
$1.19M 34,613 +2,310 +7%
AI
23
Atria Investments
North Carolina
$838K 24,287 +24,287 New
TVM
24
True Vision MN
Minnesota
$750K 21,725 +21,725 New
AFG
25
Atomi Financial Group
New York
$710K 20,569 +736 +4%
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