Opus Small Cap Value ETF
OSCV
72 hedge funds and large institutions have $782M invested in Opus Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 12 closing their positions.
9% more capital invested
Capital invested by funds: $715M → $782M (+$67.4M)
1.93% more ownership
Funds ownership: 112.22% → 114.15% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
4% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 27
3% less funds holding
Funds holding: 74 → 72 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$38.6M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$13M |
| 3 |
DE
Diversified Enterprises
Wilmington,
Delaware
|
+$3.32M |
| 4 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$2.29M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$1.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
KFG Wealth Management
Granger,
Indiana
|
-$20.3M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$8.32M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
-$7.16M |
| 4 |
SAI
Savvy Advisors Inc
New York
|
-$4.41M |
| 5 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
-$2.6M |
OSCV Hedge Fund Activity: Q1 2026 in Review
72 of the 8,190 institutional investors tracked by Wall St. Rank reported a position in Opus Small Cap Value ETF (OSCV) for Q1 2026, worth a combined $782M — up 9.4% from $715M a quarter earlier.
Fund positioning in OSCV was balanced in Q1 2026: 12 funds opened new positions, 12 closed out, 26 added to existing stakes and 27 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $38.6M. The largest seller was KFG Wealth Management, cutting an estimated $20.3M.
- 72 institutional investors held Opus Small Cap Value ETF (OSCV) as of Q1 2026, down from 74 in Q4 2025.
- Funds reported $782M of Opus Small Cap Value ETF stock for Q1 2026, up 9.4% quarter-over-quarter.
- 12 funds opened new Opus Small Cap Value ETF positions in Q1 2026 and 12 closed out, a net change of 0 holders.
- The largest Opus Small Cap Value ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $38.6M added.
- The largest Opus Small Cap Value ETF seller in Q1 2026 was KFG Wealth Management, an estimated $20.3M sold.
Based on aggregated 13F filings for Q1 2026.