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Opus Small Cap Value ETF
OSCV

Overview Fund Activity

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.

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.67%
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
Raymond James Financial
1
Raymond James Financial
Florida
$56.5M
2
DE
2
Diversified Enterprises
Delaware
$52.5M
3
BF
3
Brogan Financial
Tennessee
$28.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.9M
5
ACA
5
Aptus Capital Advisors
Alabama
$167M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
ARC
2
Advisor Resource Council
Texas
$0
3
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$51.1M
4
TA
4
TrueWealth Advisors
Alabama
$2.1M
5
AFG
5
Atomi Financial Group
New York
$388K
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$167M 4,510,847 +188,059 +4%
Raymond James Financial
2
Raymond James Financial
Florida
$56.5M 1,526,472 +1,526,472 New
DE
3
Diversified Enterprises
Delaware
$52.5M 1,419,412 +1,419,412 New
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$51.1M 1,382,232 -32,326 -2%
IWC
5
Integrated Wealth Concepts
Massachusetts
$36.6M 989,634 +113,615 +13%
BF
6
Brogan Financial
Tennessee
$28.6M 773,803 +286,562 +59%
SWM
7
Sugarloaf Wealth Management
Georgia
$28.1M 759,689 +13,658 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$21.9M 592,596 +207,454 +54%
FHC
9
First Heartland Consultants
Missouri
$20.5M 553,613 +17,404 +3%
SLC
10
Second Line Capital
Louisiana
$18.4M 498,670 +8,167 +2%
KWM
11
KFG Wealth Management
Indiana
$13.3M 359,348 +86,669 +32%
WC
12
Waterloo Capital
Texas
$13.2M 356,883 +11,271 +3%
PPC
13
Park Place Capital
Alabama
$10.7M 288,169 +92,667 +47%
OP
14
ORG Partners
Indiana
$7.85M 212,329 +12,263 +6%
UAG
15
United Advisor Group
Ohio
$6.52M 176,214 +25,562 +17%
LPL Financial
16
LPL Financial
California
$5.33M 144,039 +17,739 +14%
CTC
17
Central Trust Company
Missouri
$4.68M 126,492 +10,165 +9%
SP
18
SWS Partners
Ohio
$4.07M 110,087 +110,087 New
ASN
19
Advisory Services Network
Georgia
$3.34M 90,363 +43,556 +93%
SOS
20
Silver Oak Securities
Tennessee
$3.29M 89,082 +9,128 +11%
RB
21
Renasant Bank
Mississippi
$3.14M 84,766 +36,812 +77%
CCP
22
Cushing Capital Partners
Wisconsin
$2.7M 73,116 +73,116 New
SAW
23
Signal Advisors Wealth
Michigan
$2.59M 70,115 +31,054 +80%
FGG
24
Financial Guidance Group
Florida
$2.45M 66,162 +10,761 +19%
MWM
25
MBE Wealth Management
Wisconsin
$2.13M 57,489 +9,501 +20%
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