Sugarloaf Wealth Management LLC Grows Stock Position in Opus Small Cap Value Plus ETF (BATS:OSCV)

Sugarloaf Wealth Management LLC grew its position in Opus Small Cap Value Plus ETF (BATS:OSCV) by 1.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 746,031 shares of the company’s stock after purchasing an additional 9,232 shares during the quarter. Opus Small Cap Value Plus ETF makes up about 5.3% of Sugarloaf Wealth Management LLC’s investment portfolio, making the stock its 6th largest holding. Sugarloaf Wealth Management LLC owned approximately 8.45% of Opus Small Cap Value Plus ETF worth $27,939,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of OSCV. Park Place Capital Corp purchased a new position in shares of Opus Small Cap Value Plus ETF during the 1st quarter valued at $2,485,000. Waterloo Capital L.P. increased its stake in Opus Small Cap Value Plus ETF by 3.1% in the 2nd quarter. Waterloo Capital L.P. now owns 322,024 shares of the company’s stock worth $11,110,000 after buying an additional 9,808 shares in the last quarter. Finally, ORG Partners LLC bought a new stake in Opus Small Cap Value Plus ETF during the second quarter valued at about $6,582,000.

Opus Small Cap Value Plus ETF Stock Down 0.4 %

Shares of BATS OSCV traded down $0.14 during mid-day trading on Tuesday, reaching $37.21. The company’s stock had a trading volume of 50,092 shares. The firm’s 50 day simple moving average is $36.78 and its two-hundred day simple moving average is $35.56. The company has a market cap of $328.56 million, a price-to-earnings ratio of 16.54 and a beta of 0.87.

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.