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Opus Small Cap Value ETF
OSCV

62 hedge funds and large institutions have $691M invested in Opus Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 17

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

3% more capital invested

Capital invested by funds: $672M → $691M (+$19.4M)

0% more funds holding

Funds holding: 62 → 62 (0)

3.21% less ownership

Funds ownership: 116.05% → 112.85% (-3.2%)

Holders
62
Holders Change
–
Holders Change %
0%
% of All Funds
0.81%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
7
Increased
31
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
+$44.5M
2
IWC
Integrated Wealth Concepts
Massachusetts
+$8.87M
3
CG
Clarus Group
Texas
+$8.23M
4
DE
Diversified Enterprises
Delaware
+$3.02M
5
SAW
Signal Advisors Wealth
Michigan
+$2.13M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$43.5M
2
ACA
Aptus Capital Advisors
Alabama
-$4M
3
WAP
Wealthcare Advisory Partners
Pennsylvania
-$908K
4
MWM
MBE Wealth Management
Wisconsin
-$858K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$781K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$197M -$4M -106,893 -2%
IWC
2
Integrated Wealth Concepts
Massachusetts
$84.3M +$8.87M +236,757 +12%
DE
3
Diversified Enterprises
Delaware
$65.1M +$3.02M +80,715 +5%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$58.7M +$1.93M +51,617 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$36.3M +$1.91M +51,059 +6%
BF
6
Brogan Financial
Tennessee
$31.7M +$142K +3,799 +0.5%
FHC
7
First Heartland Consultants
Missouri
$24.8M +$940K +25,100 +4%
SLC
8
Second Line Capital
Louisiana
$21.6M +$469K +12,520 +2%
Raymond James Financial
9
Raymond James Financial
Florida
$20.8M -$43.5M -1,160,833 -68%
KWM
10
KFG Wealth Management
Indiana
$18.5M +$1.94M +51,686 +12%
PPC
11
Park Place Capital
Alabama
$18.2M +$345K +9,222 +2%
WC
12
Waterloo Capital
Texas
$17.3M -$180K -4,806 -1%
CG
13
Clarus Group
Texas
$10.7M +$8.23M +219,610 +359%
UAG
14
United Advisor Group
Ohio
$9.28M +$1.1M +29,343 +14%
SP
15
SWS Partners
Ohio
$8.73M +$1.27M +33,979 +17%
SAW
16
Signal Advisors Wealth
Michigan
$8.01M +$2.13M +56,818 +37%
ASN
17
Advisory Services Network
Georgia
$6.81M +$199K +5,323 +3%
LPL Financial
18
LPL Financial
California
$6.79M +$470K +12,546 +8%
MWM
19
MBE Wealth Management
Wisconsin
$5.26M -$858K -22,895 -14%
SOS
20
Silver Oak Securities
Tennessee
$4.98M +$434K +11,583 +10%
FGG
21
Financial Guidance Group
Florida
$4.71M +$576K +15,389 +14%
RB
22
Renasant Bank
Mississippi
$4.1M +$44.1K +1,178 +1%
CTC
23
Central Trust Company
Missouri
$3.42M -$612K -16,327 -15%
CCP
24
Cushing Capital Partners
Wisconsin
$3.05M +$68.8K +1,837 +2%
PW
25
Pandora Wealth
Illinois
$2.81M -$31.5K -841 -1%
1
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OSCV Hedge Fund Activity: Q3 2025 in Review

62 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Opus Small Cap Value ETF (OSCV) for Q3 2025, worth a combined $691M — up 2.9% from $672M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new OSCV positions and 5 closed out — a net gain of 2 holders — while 31 added to existing stakes and 17 trimmed.

The largest buyer was Corient Private Wealth, opening a new position worth an estimated $44.5M. The largest seller was Raymond James Financial, cutting an estimated $43.5M.

  • 62 institutional investors held Opus Small Cap Value ETF (OSCV) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $691M of Opus Small Cap Value ETF stock for Q3 2025, up 2.9% quarter-over-quarter.
  • 7 funds opened new Opus Small Cap Value ETF positions in Q3 2025 and 5 closed out, a net change of +2 holders.
  • The largest Opus Small Cap Value ETF buyer in Q3 2025 was Corient Private Wealth, an estimated $44.5M added.
  • The largest Opus Small Cap Value ETF seller in Q3 2025 was Raymond James Financial, an estimated $43.5M sold.

Based on aggregated 13F filings for Q3 2025.