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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.66%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
14
Increased
25
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DE
Diversified Enterprises
Delaware
+$54.8M
2
BF
Brogan Financial
Tennessee
+$11.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.02M
4
ACA
Aptus Capital Advisors
Alabama
+$7.27M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$4.39M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.44M
2
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
-$1.25M
3
ARC
Advisor Resource Council
Texas
-$1.24M
4
TA
TrueWealth Advisors
Alabama
-$482K
5
AFG
Atomi Financial Group
New York
-$467K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$167M +$7.27M +188,059 +4%
Raymond James Financial
2
Raymond James Financial
Florida
$56.5M +$59M +1,526,472 New
DE
3
Diversified Enterprises
Delaware
$52.5M +$54.8M +1,419,412 New
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$51.1M -$1.25M -32,326 -2%
IWC
5
Integrated Wealth Concepts
Massachusetts
$36.6M +$4.39M +113,615 +13%
BF
6
Brogan Financial
Tennessee
$28.6M +$11.1M +286,562 +59%
SWM
7
Sugarloaf Wealth Management
Georgia
$28.1M +$528K +13,658 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$21.9M +$8.02M +207,454 +54%
FHC
9
First Heartland Consultants
Missouri
$20.5M +$672K +17,404 +3%
SLC
10
Second Line Capital
Louisiana
$18.4M +$316K +8,167 +2%
KWM
11
KFG Wealth Management
Indiana
$13.3M +$3.35M +86,669 +32%
WC
12
Waterloo Capital
Texas
$13.2M +$435K +11,271 +3%
PPC
13
Park Place Capital
Alabama
$10.7M +$3.58M +92,667 +47%
OP
14
ORG Partners
Indiana
$7.85M +$474K +12,263 +6%
UAG
15
United Advisor Group
Ohio
$6.52M +$988K +25,562 +17%
LPL Financial
16
LPL Financial
California
$5.33M +$685K +17,739 +14%
CTC
17
Central Trust Company
Missouri
$4.68M +$393K +10,165 +9%
SP
18
SWS Partners
Ohio
$4.07M +$4.25M +110,087 New
ASN
19
Advisory Services Network
Georgia
$3.34M +$1.68M +43,556 +93%
SOS
20
Silver Oak Securities
Tennessee
$3.29M +$353K +9,128 +11%
RB
21
Renasant Bank
Mississippi
$3.14M +$1.42M +36,812 +77%
CCP
22
Cushing Capital Partners
Wisconsin
$2.7M +$2.83M +73,116 New
SAW
23
Signal Advisors Wealth
Michigan
$2.59M +$1.2M +31,054 +80%
FGG
24
Financial Guidance Group
Florida
$2.45M +$416K +10,761 +19%
MWM
25
MBE Wealth Management
Wisconsin
$2.13M +$367K +9,501 +20%
1
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OSCV Hedge Fund Activity: Q4 2024 in Review

50 of the 7,592 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.