Opus Small Cap Value ETF
OSCV
50 hedge funds and large institutions have $579M invested in Opus Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 9 closing their positions.
178% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 9
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
21% more capital invested
Capital invested by funds: $478M → $579M (+$101M)
6% more funds holding
Funds holding: 47 → 50 (+3)
0.67% more ownership
Funds ownership: 120.76% → 121.43% (+0.67%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DE
Diversified Enterprises
Wilmington,
Delaware
|
+$54.8M |
| 2 |
BF
Brogan Financial
Knoxville,
Tennessee
|
+$11.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.02M |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$7.27M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$4.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.44M |
| 2 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
-$1.25M |
| 3 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$1.24M |
| 4 |
TA
TrueWealth Advisors
Birmingham,
Alabama
|
-$482K |
| 5 |
AFG
Atomi Financial Group
New York
|
-$467K |
OSCV Hedge Fund Activity: Q4 2024 in Review
50 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Opus Small Cap Value ETF (OSCV) for Q4 2024, worth a combined $579M — up 21% from $478M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new OSCV positions and 9 closed out — a net gain of 5 holders — while 25 added to existing stakes and 9 trimmed.
The largest buyer was Diversified Enterprises, opening a new position worth an estimated $54.8M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.44M sold.
- 50 institutional investors held Opus Small Cap Value ETF (OSCV) as of Q4 2024, up from 47 in Q3 2024.
- Funds reported $579M of Opus Small Cap Value ETF stock for Q4 2024, up 21% quarter-over-quarter.
- 14 funds opened new Opus Small Cap Value ETF positions in Q4 2024 and 9 closed out, a net change of +5 holders.
- The largest Opus Small Cap Value ETF buyer in Q4 2024 was Diversified Enterprises, an estimated $54.8M added.
- The largest Opus Small Cap Value ETF seller in Q4 2024 was Susquehanna International Group, an estimated $1.44M sold.
Based on aggregated 13F filings for Q4 2024.