Sugarloaf Wealth Management LLC Has $28.10 Million Stake in Opus Small Cap Value Plus ETF (BATS:OSCV)

Sugarloaf Wealth Management LLC lifted its position in shares of Opus Small Cap Value Plus ETF (BATS:OSCV) by 1.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 759,689 shares of the company’s stock after purchasing an additional 13,658 shares during the quarter. Opus Small Cap Value Plus ETF accounts for 4.8% of Sugarloaf Wealth Management LLC’s portfolio, making the stock its 7th largest position. Sugarloaf Wealth Management LLC owned approximately 8.60% of Opus Small Cap Value Plus ETF worth $28,101,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Park Place Capital Corp increased its position in shares of Opus Small Cap Value Plus ETF by 19.4% during the third quarter. Park Place Capital Corp now owns 195,502 shares of the company’s stock worth $7,322,000 after acquiring an additional 31,828 shares in the last quarter. ORG Partners LLC increased its holdings in Opus Small Cap Value Plus ETF by 3.7% during the 3rd 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 in the last quarter. Waterloo Capital L.P. lifted its holdings 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 valued at $11,110,000 after purchasing an additional 9,808 shares in the last quarter. United Advisor Group LLC lifted its holdings 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 in the last quarter. Finally, JPMorgan Chase & Co. boosted its position in shares of Opus Small Cap Value Plus ETF by 72.6% during the third quarter. JPMorgan Chase & Co. now owns 2,756 shares of the company’s stock worth $103,000 after buying an additional 1,159 shares during the period.

Opus Small Cap Value Plus ETF Price Performance

BATS OSCV traded up $0.13 during trading on Friday, hitting $36.81. The stock had a trading volume of 88,752 shares. The company has a 50 day moving average price of $38.89 and a 200-day moving average price of $37.41. The firm has a market cap of $325.03 million, a P/E ratio of 16.54 and a beta of 0.87.

Opus Small Cap Value Plus ETF Dividend Announcement

The firm also recently announced a dividend, which was paid on Tuesday, December 31st. Investors of record on Monday, December 30th were given a $0.1293 dividend. The ex-dividend date of this dividend 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.