Virtus Terranova US Quality Momentum ETF
JOET
24 hedge funds and large institutions have $14.1M invested in Virtus Terranova US Quality Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 5 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
0.8% more ownership
Funds ownership: 11.2% → 12% (+0.8%)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
4% less funds holding
Funds holding: 25 → 24 (-1)
9% less capital invested
Capital invested by funds: $15.5M → $14.1M (-$1.47M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$3.28M |
| 2 |
Jane Street
New York
|
+$412K |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$345K |
| 4 |
LPL Financial
San Diego,
California
|
+$340K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$339K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$4.47M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$560K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$301K |
| 4 |
IIA
IPG Investment Advisors
San Diego,
California
|
-$209K |
| 5 |
TCWM
Total Clarity Wealth Management
St. Charles,
Illinois
|
-$137K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Wolverine Trading
Chicago,
Illinois
| – | -$301K | -9,095 | Closed |
|
|
IIA
27
IPG Investment Advisors
San Diego,
California
| – | -$209K | -6,325 | Closed |
|
|
TCWM
28
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$137K | -4,137 | Closed |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| – | -$1K | -45 | Closed |
|
JOET Hedge Fund Activity: Q1 2022 in Review
24 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Virtus Terranova US Quality Momentum ETF (JOET) for Q1 2022, worth a combined $14.1M — down 9.5% from $15.5M a quarter earlier.
Fund positioning in JOET was balanced in Q1 2022: 5 funds opened new positions, 5 closed out, 10 added to existing stakes and 3 trimmed.
The largest buyer was Scotia Capital, opening a new position worth an estimated $3.28M. The largest seller was Ahrens Investment Partners, cutting an estimated $4.47M.
- 24 institutional investors held Virtus Terranova US Quality Momentum ETF (JOET) as of Q1 2022, down from 25 in Q4 2021.
- Funds reported $14.1M of Virtus Terranova US Quality Momentum ETF stock for Q1 2022, down 9.5% quarter-over-quarter.
- 5 funds opened new Virtus Terranova US Quality Momentum ETF positions in Q1 2022 and 5 closed out, a net change of 0 holders.
- The largest Virtus Terranova US Quality Momentum ETF buyer in Q1 2022 was Scotia Capital, an estimated $3.28M added.
- The largest Virtus Terranova US Quality Momentum ETF seller in Q1 2022 was Ahrens Investment Partners, an estimated $4.47M sold.
Based on aggregated 13F filings for Q1 2022.