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Opus Small Cap Value ETF

62 hedge funds and large institutions have $672M invested in Opus Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

167% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 12

15% more capital invested

Capital invested by funds: $586M → $672M (+$85.8M)

13% more funds holding

Funds holding: 5562 (+7)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

0.69% more ownership

Funds ownership: 115.36%116.05% (+0.69%)

Holders
62
Holders Change
+7
Holders Change %
+12.73%
% of All Funds
0.82%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
10
Increased
32
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$190M +$13.3M +381,438 +8%
IWC
2
Integrated Wealth Concepts
Massachusetts
$71.1M +$19.2M +550,705 +39%
Raymond James Financial
3
Raymond James Financial
Florida
$61.5M +$2.43M +69,782 +4%
DE
4
Diversified Enterprises
Delaware
$58.5M +$3.61M +103,563 +7%
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$53.6M +$1.99M +57,099 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$32.4M +$3.28M +94,104 +12%
BF
7
Brogan Financial
Tennessee
$29.8M +$1.3M +37,343 +5%
FHC
8
First Heartland Consultants
Missouri
$22.5M +$1.95M +55,871 +10%
SLC
9
Second Line Capital
Louisiana
$20M +$1.02M +29,187 +6%
PPC
10
Park Place Capital
Alabama
$17M +$1.11M +31,734 +7%
WC
11
Waterloo Capital
Texas
$16.5M +$2.05M +58,807 +15%
KWM
12
KFG Wealth Management
Indiana
$15.6M +$1.25M +35,901 +9%
UAG
13
United Advisor Group
Ohio
$7.7M +$733K +21,046 +11%
SP
14
SWS Partners
Ohio
$7.02M +$1.83M +52,524 +37%
ASN
15
Advisory Services Network
Georgia
$6.32M +$253K +7,267 +4%
LPL Financial
16
LPL Financial
California
$5.96M +$502K +14,397 +10%
MWM
17
MBE Wealth Management
Wisconsin
$5.8M +$45.1K +1,295 +0.8%
SAW
18
Signal Advisors Wealth
Michigan
$5.51M +$1.43M +40,906 +37%
TPW
19
Talon Private Wealth
Florida
$4.52M -$72.5K -2,082 -2%
SOS
20
Silver Oak Securities
Tennessee
$4.29M +$291K +8,357 +8%
FGG
21
Financial Guidance Group
Florida
$3.9M +$1.11M +31,764 +42%
RB
22
Renasant Bank
Mississippi
$3.83M -$225K -6,462 -6%
CTC
23
Central Trust Company
Missouri
$3.82M -$200K -5,752 -5%
CCP
24
Cushing Capital Partners
Wisconsin
$2.82M +$119K +3,406 +5%
PW
25
Pandora Wealth
Illinois
$2.69M -$34.8K -998 -1%

OSCV Hedge Fund Activity: Q2 2025 in Review

62 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Opus Small Cap Value ETF (OSCV) for Q2 2025, worth a combined $672M — up 15% from $586M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new OSCV positions and 3 closed out — a net gain of 7 holders — while 32 added to existing stakes and 12 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $19.2M. The largest seller was Advisor Resource Council, cutting an estimated $1.36M.

  • 62 institutional investors held Opus Small Cap Value ETF (OSCV) as of Q2 2025, up from 55 in Q1 2025.
  • Funds reported $672M of Opus Small Cap Value ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 10 funds opened new Opus Small Cap Value ETF positions in Q2 2025 and 3 closed out, a net change of +7 holders.
  • The largest Opus Small Cap Value ETF buyer in Q2 2025 was Integrated Wealth Concepts, an estimated $19.2M added.
  • The largest Opus Small Cap Value ETF seller in Q2 2025 was Advisor Resource Council, an estimated $1.36M sold.

Based on aggregated 13F filings for Q2 2025.