Opus Small Cap Value ETF
OSCV
40 hedge funds and large institutions have $399M 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.
186% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 7
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
20% more capital invested
Capital invested by funds: $334M → $399M (+$65.2M)
14% more funds holding
Funds holding: 35 → 40 (+5)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
0.64% less ownership
Funds ownership: 123.34% → 122.7% (-0.64%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$31.3M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$17.7M |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$8.69M |
| 4 |
OP
ORG Partners
Roanoke,
Indiana
|
+$6.67M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$4.41M |
| 2 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$455K |
| 3 |
GS
GTS Securities
Miami,
Florida
|
-$310K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$309K |
| 5 |
TA
TrueWealth Advisors
Birmingham,
Alabama
|
-$241K |
OSCV Hedge Fund Activity: Q2 2024 in Review
40 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Opus Small Cap Value ETF (OSCV) for Q2 2024, worth a combined $399M — up 20% from $334M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new OSCV positions and 5 closed out — a net gain of 5 holders — while 20 added to existing stakes and 7 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $31.3M. The largest seller was Advisory Services Network, cutting an estimated $4.41M.
- 40 institutional investors held Opus Small Cap Value ETF (OSCV) as of Q2 2024, up from 35 in Q1 2024.
- Funds reported $399M of Opus Small Cap Value ETF stock for Q2 2024, up 20% quarter-over-quarter.
- 10 funds opened new Opus Small Cap Value ETF positions in Q2 2024 and 5 closed out, a net change of +5 holders.
- The largest Opus Small Cap Value ETF buyer in Q2 2024 was Raymond James Financial Services Advisors, an estimated $31.3M added.
- The largest Opus Small Cap Value ETF seller in Q2 2024 was Advisory Services Network, an estimated $4.41M sold.
Based on aggregated 13F filings for Q2 2024.