Virtus Terranova US Quality Momentum ETF
JOET
25 hedge funds and large institutions have $15.5M invested in Virtus Terranova US Quality Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
57% more capital invested
Capital invested by funds: $9.9M → $15.5M (+$5.64M)
56% more funds holding
Funds holding: 16 → 25 (+9)
0.58% more ownership
Funds ownership: 10.63% → 11.2% (+0.58%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.29M |
| 2 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$644K |
| 3 |
LPL Financial
San Diego,
California
|
+$575K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$541K |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
+$290K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$111K |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$95.4K |
| 3 |
Morgan Stanley
New York
|
-$30K |
| 4 |
OC
Oppenheimer & Co
New York
|
-$29.8K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$12.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Morgan Stanley
New York
| – | -$30K | -1,000 | Closed |
|
JOET Hedge Fund Activity: Q4 2021 in Review
25 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Virtus Terranova US Quality Momentum ETF (JOET) for Q4 2021, worth a combined $15.5M — up 57% from $9.9M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new JOET positions and 1 closed out — a net gain of 9 holders — while 8 added to existing stakes and 4 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $1.29M. The largest seller was Mutual Advisors, cutting an estimated $111K.
- 25 institutional investors held Virtus Terranova US Quality Momentum ETF (JOET) as of Q4 2021, up from 16 in Q3 2021.
- Funds reported $15.5M of Virtus Terranova US Quality Momentum ETF stock for Q4 2021, up 57% quarter-over-quarter.
- 10 funds opened new Virtus Terranova US Quality Momentum ETF positions in Q4 2021 and 1 closed out, a net change of +9 holders.
- The largest Virtus Terranova US Quality Momentum ETF buyer in Q4 2021 was Susquehanna International Group, an estimated $1.29M added.
- The largest Virtus Terranova US Quality Momentum ETF seller in Q4 2021 was Mutual Advisors, an estimated $111K sold.
Based on aggregated 13F filings for Q4 2021.