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Opus Small Cap Value Plus ETF (OSCV) Institutional Ownership

$36.07 -1.15 (-3.09%)
As of 02/21/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Opus Small Cap Value Plus ETF (BATS:OSCV)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$23.15M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$28.48K
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OSCV Institutional Buying and Selling by Quarter

Opus Small Cap Value Plus ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/13/2025 Waterloo Capital L.P.356,883$13.20M1.4%+3.3%4.042%
2/12/2025 JPMorgan Chase & Co.1,984$73K0.0%-28.0%0.022%
2/5/2025 Maripau Wealth Management LLC43,377$1.61M1.0%+121.1%0.491%
1/17/2025 Park Place Capital Corp288,169$10.66M3.0%+47.4%3.264%
1/10/2025 Sugarloaf Wealth Management LLC759,689$28.10M4.8%+1.8%8.603%
1/10/2025 ORG Partners LLC212,329$7.85M1.1%+6.1%2.405%
12/26/2024 JPMorgan Chase & Co.2,756$103K0.0%+72.6%0.031%
10/30/2024United Advisor Group LLC150,652$5.64M1.3%+18.5%1.706%
10/22/2024 Maripau Wealth Management LLC19,623$735K0.6%+85.9%0.222%
10/11/2024 ORG Partners LLC200,066$7.49M1.2%+3.7%2.266%
10/8/2024 Sugarloaf Wealth Management LLC746,031$27.94M5.3%+1.3%8.449%
10/8/2024 Park Place Capital Corp195,502$7.32M2.1%+19.4%2.214%
8/12/2024 Waterloo Capital L.P.322,024$11.11M1.3%+3.1%3.647%
7/16/2024 ORG Partners LLC192,851$6.58M0.8%N/A2.184%
7/8/2024 Sugarloaf Wealth Management LLC736,799$25.42M5.1%+0.7%8.344%
7/2/2024 Park Place Capital Corp163,674$5.65M1.8%+136.8%1.854%
4/23/2024 Sugarloaf Wealth Management LLC731,624$26.31M5.0%+6.0%9.465%
4/18/2024 Park Place Capital Corp69,116$2.49M0.9%N/A0.894%
2/14/2024 Waterloo Capital L.P.272,185$9.14M1.5%+0.3%3.291%
1/29/2024 ORG Partners LLC182,031$6.11M1.0%+5,279.2%2.201%
1/10/2024 Sugarloaf Wealth Management LLC690,200$23.17M5.1%-1.6%8.346%
11/13/2023 Sugarloaf Wealth Management LLC701,272$21.27M4.8%-27.9%8.480%
11/3/2023 ORG Partners LLC3,384$103K0.0%N/A0.041%
10/17/2023 Avior Wealth Management LLC921$28K0.0%-68.8%0.011%
8/9/2023Spotlight Asset Group Inc.143,992$4.60M4.1%-1.4%1.741%
7/19/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC2,952$94K0.0%-38.7%0.036%
7/18/2023Virtue Capital Management LLC7,364$234K0.0%-4.7%0.090%
7/13/2023 Sugarloaf Wealth Management LLC972,583$31.08M7.3%+6.3%11.890%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC4,814$150K0.0%N/A0.061%
4/26/2023 Sugarloaf Wealth Management LLC914,768$28.49M7.0%+4.7%11.653%
2/10/2023 CoreCap Advisors LLC1,436$45K0.0%N/A0.000%
2/3/2023 Sugarloaf Wealth Management LLC873,847$27.08M6.8%+42.1%0.000%
(Data available from 1/1/2016 forward)

OSCV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OSCV shares?

During the previous two years, 11 institutional investors and hedge funds held shares of Opus Small Cap Value Plus ETF. The most heavily invested institutionals were Sugarloaf Wealth Management LLC ($28.10M), Waterloo Capital L.P. ($13.20M), Park Place Capital Corp ($10.66M), ORG Partners LLC ($7.85M), United Advisor Group LLC ($5.64M), Spotlight Asset Group Inc. ($4.60M), and Maripau Wealth Management LLC ($1.61M).Learn more on OSCV's institutional investors.

Which institutional investors have been buying Opus Small Cap Value Plus ETF stock?

The following institutional investors have purchased Opus Small Cap Value Plus ETF stock in the last 24 months: ORG Partners LLC ($394.36K), Park Place Capital Corp ($288.17K), Sugarloaf Wealth Management LLC ($168.23K), Maripau Wealth Management LLC ($32.82K), United Advisor Group LLC ($23.57K), Waterloo Capital L.P. ($21.77K), and Nelson Van Denburg & Campbell Wealth Management Group LLC ($4.81K).

How much institutional buying is happening at Opus Small Cap Value Plus ETF?

Institutional investors have bought a total of 934,885 shares in the last 24 months. This purchase volume represents approximately $32.54M in transactions.

Which Opus Small Cap Value Plus ETF major shareholders have been selling company stock?

The following institutional investors have sold Opus Small Cap Value Plus ETF stock in the last 24 months: Sugarloaf Wealth Management LLC ($282.38K), Spotlight Asset Group Inc. ($2.10K), Avior Wealth Management LLC ($2.03K), Nelson Van Denburg & Campbell Wealth Management Group LLC ($1.86K), JPMorgan Chase & Co. ($772.00), and Virtue Capital Management LLC ($361.00).

How much institutional selling is happening at Opus Small Cap Value Plus ETF?

Institutional investors have sold a total of 289,504 shares in the last 24 months. This volume of shares sold represents approximately $8.83M in transactions.



This page (BATS:OSCV) was last updated on 2/22/2025 by MarketBeat.com Staff
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