Opus Small Cap Value ETF
OSCV
74 hedge funds and large institutions have $715M invested in Opus Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
60% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 20
19% more funds holding
Funds holding: 62 → 74 (+12)
3% more capital invested
Capital invested by funds: $691M → $715M (+$23.5M)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
0.63% less ownership
Funds ownership: 112.85% → 112.22% (-0.63%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$23.6M |
| 2 |
SAI
Savvy Advisors Inc
New York
|
+$6.03M |
| 3 |
DE
Diversified Enterprises
Wilmington,
Delaware
|
+$3.11M |
| 4 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
+$2.6M |
| 5 |
Two Sigma Investments
New York
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$36.3M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$8.38M |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$3.89M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$2.84M |
| 5 |
BF
Brogan Financial
Knoxville,
Tennessee
|
-$830K |
OSCV Hedge Fund Activity: Q4 2025 in Review
74 of the 8,269 institutional investors tracked by Wall St. Rank reported a position in Opus Small Cap Value ETF (OSCV) for Q4 2025, worth a combined $715M — up 3.4% 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 32 added to existing stakes and 20 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $23.6M. 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 $715M of Opus Small Cap Value ETF stock for Q4 2025, up 3.4% 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 Aptus Capital Advisors, an estimated $23.6M 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.