OSCV ETF Analysis: Opus Small Cap Value Plus | BATS
Small Blend | BATS, USA | Market Cap: 656m USD | 12M Return: 9.8% | US26922A4461 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 3.39M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Seasonality 8.1 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
OSCV is an actively managed ETF that focuses on small-capitalization U.S. equities, typically allocating at least 80% of its net assets to this segment. The fund defines small-caps as companies falling within the lowest 15% of total U.S. equity market capitalization. Its portfolio primarily consists of common stocks, REITs, and ADRs of foreign companies, and it is sub-advised, reflecting a delegated portfolio management structure common among actively managed ETFs.
Listed on the BATS exchange since its 2018 launch and categorized within the Small Blend segment, the fund blends value-tilted stock selection with exposure to REITs and foreign-listed firms through ADRs, offering a diversified small-cap wrapper that combines domestic equities with select real estate and international holdings.
- Small-cap value rotation accelerates as Fed pivots to rate cuts
- Active manager outperformance versus Russell 2000 Value drives AUM inflows
- Domestic economic expansion lifts small-cap earnings and margins
As of September 08, 2026, the stock is trading at USD 41.79 with a total of 63,400 shares traded. Over the past week, the price has changed by +0.02%, over one month by -2.68%, over three months by +4.30% and over the past year by +9.82%.
Current recommended Stop Loss: 41.10 (which is 1.7% or 1.9 ATR below the current price).
Opus Small Cap Value Plus has no consensus analysts rating.