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Opus Small Cap Value ETF
OSCV

Overview Fund Activity

47 hedge funds and large institutions have $478M invested in Opus Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 2 reducing their positions, and 4 closing their positions.

Holders
47
Holders Change
+7
Holders Change %
+17.5%
% of All Funds
0.68%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
12
Increased
29
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$162M
2
KWM
2
KFG Wealth Management
Indiana
$10.2M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$32.8M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$54.1M
5
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$53M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$0
2
TA
2
TrueWealth Advisors
Alabama
$2.59M
3
Citadel Advisors
3
Citadel Advisors
Florida
$432K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$0
5
RCM
5
Raleigh Capital Management
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$162M 4,322,788 +294,847 +7%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$54.1M 1,444,471 +94,448 +7%
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$53M 1,414,558 +53,509 +4%
IWC
4
Integrated Wealth Concepts
Massachusetts
$32.8M 876,019 +263,120 +43%
SWM
5
Sugarloaf Wealth Management
Georgia
$27.9M 746,031 +9,232 +1%
FHC
6
First Heartland Consultants
Missouri
$20.1M 536,209 +570 +0.1%
SLC
7
Second Line Capital
Louisiana
$18.4M 490,503 +21,235 +5%
BF
8
Brogan Financial
Tennessee
$18.2M 487,241 +17,278 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$14.4M 385,142 +41,863 +12%
WC
10
Waterloo Capital
Texas
$12.9M 345,612 +23,588 +7%
KWM
11
KFG Wealth Management
Indiana
$10.2M 272,679 +272,679 New
OP
12
ORG Partners
Indiana
$7.49M 200,066 +7,215 +4%
PPC
13
Park Place Capital
Alabama
$7.32M 195,502 +31,828 +19%
UAG
14
United Advisor Group
Ohio
$5.64M 150,652 +23,569 +19%
LPL Financial
15
LPL Financial
California
$4.73M 126,300 +22,066 +21%
CTC
16
Central Trust Company
Missouri
$4.36M 116,327 +2,157 +2%
SOS
17
Silver Oak Securities
Tennessee
$2.98M 79,954 +15,909 +25%
TA
18
TrueWealth Advisors
Alabama
$2.59M 69,162 -6,327 -8%
FGG
19
Financial Guidance Group
Florida
$2.07M 55,401 +12,153 +28%
MWM
20
MBE Wealth Management
Wisconsin
$1.8M 47,988 +5,640 +13%
RB
21
Renasant Bank
Mississippi
$1.8M 47,954 +1,740 +4%
ASN
22
Advisory Services Network
Georgia
$1.61M 46,807 – –
SAW
23
Signal Advisors Wealth
Michigan
$1.46M 39,061 +39,061 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.44M 38,398 +38,398 New
OPOWM
25
One Plus One Wealth Management
Florida
$1.32M 35,310 +697 +2%
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