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Opus Small Cap Value ETF
OSCV

Overview Fund Activity

62 hedge funds and large institutions have $671M invested in Opus Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+7
Holders Change %
+12.73%
% of All Funds
0.83%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
10
Increased
31
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$71.1M
2
ACA
2
Aptus Capital Advisors
Alabama
$190M
3
DE
3
Diversified Enterprises
Delaware
$58.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.4M
5
Raymond James Financial
5
Raymond James Financial
Florida
$61.5M

Top Sellers

1
ARC
1
Advisor Resource Council
Texas
$323K
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$515K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$744K
5
BIG
5
Brookwood Investment Group
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$190M +$13.8M +381,438 +8%
IWC
2
Integrated Wealth Concepts
Massachusetts
$71.1M +$19.9M +550,705 +39%
Raymond James Financial
3
Raymond James Financial
Florida
$61.5M +$2.52M +69,782 +4%
DE
4
Diversified Enterprises
Delaware
$58.5M +$3.74M +103,563 +7%
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$53.6M +$2.06M +57,099 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$32.4M +$3.4M +94,104 +12%
BF
7
Brogan Financial
Tennessee
$29.8M +$1.35M +37,343 +5%
FHC
8
First Heartland Consultants
Missouri
$22.5M +$2.02M +55,871 +10%
SLC
9
Second Line Capital
Louisiana
$20M +$1.05M +29,187 +6%
PPC
10
Park Place Capital
Alabama
$17M +$1.16M +31,734 +7%
WC
11
Waterloo Capital
Texas
$16.5M +$2.12M +58,807 +15%
KWM
12
KFG Wealth Management
Indiana
$15.6M +$1.3M +35,901 +9%
UAG
13
United Advisor Group
Ohio
$7.7M +$760K +21,046 +11%
SP
14
SWS Partners
Ohio
$7.02M +$1.9M +52,524 +37%
ASN
15
Advisory Services Network
Georgia
$6.32M +$266K +7,267 +4%
LPL Financial
16
LPL Financial
California
$5.96M +$520K +14,397 +10%
MWM
17
MBE Wealth Management
Wisconsin
$5.8M +$46.8K +1,295 +0.8%
SAW
18
Signal Advisors Wealth
Michigan
$5.51M +$1.48M +40,906 +37%
TPW
19
Talon Private Wealth
Florida
$4.52M -$75.2K -2,082 -2%
SOS
20
Silver Oak Securities
Tennessee
$4.29M +$302K +8,357 +8%
FGG
21
Financial Guidance Group
Florida
$3.9M +$1.15M +31,764 +42%
RB
22
Renasant Bank
Mississippi
$3.83M -$233K -6,462 -6%
CTC
23
Central Trust Company
Missouri
$3.82M -$208K -5,752 -5%
CCP
24
Cushing Capital Partners
Wisconsin
$2.82M +$123K +3,406 +5%
PW
25
Pandora Wealth
Illinois
$2.69M -$36K -998 -1%
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