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Opus Small Cap Value ETF
OSCV

Overview Fund Activity

55 hedge funds and large institutions have $586M invested in Opus Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 5 reducing their positions, and 5 closing their positions.

Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
0.75%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
12
Increased
35
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$49.4M
2
ACA
2
Aptus Capital Advisors
Alabama
$170M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$28M
4
PPC
4
Park Place Capital
Alabama
$15.2M
5
TPW
5
Talon Private Wealth
Florida
$4.58M

Top Sellers

1
OP
1
ORG Partners
Indiana
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$0
4
CTC
4
Central Trust Company
Missouri
$3.89M
5
AFG
5
Atomi Financial Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$170M 4,866,963 +356,116 +8%
Raymond James Financial
2
Raymond James Financial
Florida
$56.9M 1,633,913 +107,441 +7%
DE
3
Diversified Enterprises
Delaware
$52.9M 1,517,552 +98,140 +7%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$49.7M 1,426,037 +43,805 +3%
IWC
5
Integrated Wealth Concepts
Massachusetts
$49.4M 1,418,522 +428,888 +43%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$28M 803,628 +211,032 +36%
BF
7
Brogan Financial
Tennessee
$27.5M 789,284 +15,481 +2%
FHC
8
First Heartland Consultants
Missouri
$19.7M 566,643 +13,030 +2%
SLC
9
Second Line Capital
Louisiana
$18.3M 523,710 +25,040 +5%
PPC
10
Park Place Capital
Alabama
$15.2M 435,496 +147,327 +51%
WC
11
Waterloo Capital
Texas
$13.9M 399,070 +42,187 +12%
KWM
12
KFG Wealth Management
Indiana
$13.8M 395,286 +35,938 +10%
UAG
13
United Advisor Group
Ohio
$6.7M 192,309 +16,095 +9%
ASN
14
Advisory Services Network
Georgia
$5.77M 165,600 +75,237 +83%
MWM
15
MBE Wealth Management
Wisconsin
$5.55M 159,279 +101,790 +177%
LPL Financial
16
LPL Financial
California
$5.25M 150,579 +6,540 +5%
SP
17
SWS Partners
Ohio
$4.95M 141,916 +31,829 +29%
TPW
18
Talon Private Wealth
Florida
$4.58M 127,254 +117,023 +1,144%
RB
19
Renasant Bank
Mississippi
$3.92M 112,479 +27,713 +33%
SAW
20
Signal Advisors Wealth
Michigan
$3.9M 111,769 +41,654 +59%
CTC
21
Central Trust Company
Missouri
$3.89M 111,627 -14,865 -12%
SOS
22
Silver Oak Securities
Tennessee
$3.84M 110,346 +21,264 +24%
FGG
23
Financial Guidance Group
Florida
$2.65M 76,178 +10,016 +15%
PW
24
Pandora Wealth
Illinois
$2.63M 75,364 +75,364 New
CCP
25
Cushing Capital Partners
Wisconsin
$2.6M 74,560 +1,444 +2%
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