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Opus Small Cap Value ETF

74 hedge funds and large institutions have $756M invested in Opus Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

19% more funds holding

Funds holding: 6274 (+12)

9% more capital invested

Capital invested by funds: $691M → $756M (+$64.7M)

5.84% more ownership

Funds ownership: 112.85%118.68% (+5.8%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
74
Holders Change
+12
Holders Change %
+19.35%
% of All Funds
0.9%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
16
Increased
33
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$214M +$23.6M +631,371 +12%
Corient Private Wealth
2
Corient Private Wealth
Florida
$82.4M +$38.8M +1,036,059 +87%
IWC
3
Integrated Wealth Concepts
Massachusetts
$73.4M -$8.38M -223,916 -10%
DE
4
Diversified Enterprises
Delaware
$66.1M +$3.11M +83,002 +5%
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$59.4M +$2.6M +69,356 +5%
BF
6
Brogan Financial
Tennessee
$29.9M -$830K -22,153 -3%
SLC
7
Second Line Capital
Louisiana
$21.5M +$585K +15,622 +3%
KWM
8
KFG Wealth Management
Indiana
$20.2M +$2.33M +62,183 +13%
FHC
9
First Heartland Consultants
Missouri
$20.1M -$3.89M -103,756 -16%
Raymond James Financial
10
Raymond James Financial
Florida
$20.1M +$13.7K +366 +0.1%
PPC
11
Park Place Capital
Alabama
$18M +$373K +9,949 +2%
WC
12
Waterloo Capital
Texas
$17.3M +$575K +15,366 +3%
CG
13
Clarus Group
Texas
$10M -$394K -10,511 -4%
UAG
14
United Advisor Group
Ohio
$9.43M +$448K +11,957 +5%
SP
15
SWS Partners
Ohio
$8.79M +$339K +9,041 +4%
SAW
16
Signal Advisors Wealth
Michigan
$7.98M +$228K +6,092 +3%
ASN
17
Advisory Services Network
Georgia
$7.17M +$580K +15,486 +9%
SAI
18
Savvy Advisors Inc
New York
$5.97M +$6.03M +161,148 New
LPL Financial
19
LPL Financial
California
$5.89M -$693K -18,503 -10%
FGG
20
Financial Guidance Group
Florida
$5.67M +$1.11M +29,654 +24%
MWM
21
MBE Wealth Management
Wisconsin
$5.3M +$209K +5,573 +4%
SOS
22
Silver Oak Securities
Tennessee
$5.28M +$415K +11,083 +9%
RB
23
Renasant Bank
Mississippi
$3.3M -$680K -18,155 -17%
CCP
24
Cushing Capital Partners
Wisconsin
$3.29M +$343K +9,154 +11%
PCIA
25
Prime Capital Investment Advisors
Kansas
$2.74M +$186K +4,974 +7%

OSCV Hedge Fund Activity: Q4 2025 in Review

74 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Opus Small Cap Value ETF (OSCV) for Q4 2025, worth a combined $756M — up 9.4% from $691M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new OSCV positions and 4 closed out — a net gain of 12 holders — while 33 added to existing stakes and 19 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $38.8M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $36.3M sold.

  • 74 institutional investors held Opus Small Cap Value ETF (OSCV) as of Q4 2025, up from 62 in Q3 2025.
  • Funds reported $756M of Opus Small Cap Value ETF stock for Q4 2025, up 9.4% quarter-over-quarter.
  • 16 funds opened new Opus Small Cap Value ETF positions in Q4 2025 and 4 closed out, a net change of +12 holders.
  • The largest Opus Small Cap Value ETF buyer in Q4 2025 was Corient Private Wealth, an estimated $38.8M added.
  • The largest Opus Small Cap Value ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2025.