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Opus Small Cap Value ETF

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.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $756M → $782M (+$26.3M)

0% more funds holding in top 10

Funds holding in top 10: 1212 (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: 7472 (-2)

4.53% less ownership

Funds ownership: 118.68%114.15% (-4.5%)

Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
0.89%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
12
Increased
26
Reduced
27
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$219M -$8.32M -210,203 -4%
IWC
2
Integrated Wealth Concepts
Massachusetts
$91.2M +$13M +329,270 +17%
DE
3
Diversified Enterprises
Delaware
$73.7M +$3.32M +83,885 +5%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$60.7M -$2.6M -65,566 -4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$38.5M +$38.6M +975,399 New
Corient Private Wealth
6
Corient Private Wealth
Florida
$36.7M -$51.2M -1,292,726 -58%
BF
7
Brogan Financial
Tennessee
$32.2M +$370K +9,345 +1%
SLC
8
Second Line Capital
Louisiana
$24.5M +$471K +11,896 +2%
Raymond James Financial
9
Raymond James Financial
Florida
$21.8M +$406K +10,260 +2%
FHC
10
First Heartland Consultants
Missouri
$21.8M +$329K +8,296 +2%
PPC
11
Park Place Capital
Alabama
$19.8M +$616K +15,550 +3%
WC
12
Waterloo Capital
Texas
$18.3M -$185K -4,683 -1%
SAW
13
Signal Advisors Wealth
Michigan
$10.8M +$2.29M +57,819 +27%
CG
14
Clarus Group
Texas
$10.6M -$68.8K -1,738 -0.6%
UAG
15
United Advisor Group
Ohio
$10.3M +$275K +6,934 +3%
6SA
16
6th Street Advisors
Alabama
$9.26M +$9.3M +234,841 New
SP
17
SWS Partners
Ohio
$9.12M -$251K -6,336 -3%
FGG
18
Financial Guidance Group
Florida
$6.57M +$539K +13,607 +9%
ASN
19
Advisory Services Network
Georgia
$6.42M -$1.23M -30,993 -16%
MWM
20
MBE Wealth Management
Wisconsin
$5.56M -$85.3K -2,155 -2%
LPL Financial
21
LPL Financial
California
$5.48M -$790K -19,960 -13%
SOS
22
Silver Oak Securities
Tennessee
$4.32M -$1.26M -31,850 -23%
PCIA
23
Prime Capital Investment Advisors
Kansas
$3.46M +$545K +13,759 +19%
RB
24
Renasant Bank
Mississippi
$3.25M -$266K -6,718 -8%
IAA
25
Independent Advisor Alliance
North Carolina
$3.24M +$1.75M +44,304 +117%

OSCV Hedge Fund Activity: Q1 2026 in Review

72 of the 8,126 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 3.5% from $756M 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 Corient Private Wealth, cutting an estimated $51.2M.

  • 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 3.5% 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 Corient Private Wealth, an estimated $51.2M sold.

Based on aggregated 13F filings for Q1 2026.