Opus Small Cap Value Plus ETF (BATS:OSCV) is Sugarloaf Wealth Management LLC’s 7th Largest Position

Sugarloaf Wealth Management LLC raised its position in Opus Small Cap Value Plus ETF (BATS:OSCV) by 1.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 759,689 shares of the company’s stock after buying an additional 13,658 shares during the quarter. Opus Small Cap Value Plus ETF comprises about 4.8% of Sugarloaf Wealth Management LLC’s holdings, making the stock its 7th largest position. Sugarloaf Wealth Management LLC owned about 0.09% of Opus Small Cap Value Plus ETF worth $28,101,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in OSCV. Park Place Capital Corp raised its stake in Opus Small Cap Value Plus ETF by 19.4% in the 3rd quarter. Park Place Capital Corp now owns 195,502 shares of the company’s stock valued at $7,322,000 after acquiring an additional 31,828 shares during the period. ORG Partners LLC boosted its position in Opus Small Cap Value Plus ETF by 3.7% during the third quarter. ORG Partners LLC now owns 200,066 shares of the company’s stock worth $7,493,000 after purchasing an additional 7,215 shares during the period. Waterloo Capital L.P. increased its stake in shares of Opus Small Cap Value Plus ETF by 3.1% in the second quarter. Waterloo Capital L.P. now owns 322,024 shares of the company’s stock worth $11,110,000 after purchasing an additional 9,808 shares in the last quarter. United Advisor Group LLC raised its position in shares of Opus Small Cap Value Plus ETF by 18.5% in the third quarter. United Advisor Group LLC now owns 150,652 shares of the company’s stock valued at $5,642,000 after purchasing an additional 23,569 shares during the period. Finally, JPMorgan Chase & Co. lifted its stake in shares of Opus Small Cap Value Plus ETF by 72.6% during the 3rd quarter. JPMorgan Chase & Co. now owns 2,756 shares of the company’s stock valued at $103,000 after buying an additional 1,159 shares in the last quarter.

Opus Small Cap Value Plus ETF Trading Up 0.4 %

OSCV traded up $0.13 on Friday, hitting $36.81. The company’s stock had a trading volume of 88,752 shares. The stock has a market cap of $325.03 million, a price-to-earnings ratio of 16.54 and a beta of 0.87. The stock’s 50 day simple moving average is $38.89 and its 200 day simple moving average is $37.41.

Opus Small Cap Value Plus ETF Dividend Announcement

The business also recently declared a dividend, which was paid on Tuesday, December 31st. Stockholders of record on Monday, December 30th were issued a $0.1293 dividend. The ex-dividend date was Monday, December 30th.

Opus Small Cap Value Plus ETF Company Profile

The Opus Small Cap Value Plus ETF (OSCV) is an exchange-traded fund that mostly invests in small-cap stocks. The fund is an actively managed fund that selects US small-cap companies and REITs based on valuation plus quality and growth metrics. The fund seeks capital appreciation. OSCV was launched on Jul 18, 2018 and is managed by Opus Capital Management.