Virtus Terranova US Quality Momentum ETF
JOET
19 hedge funds and large institutions have $10.5M invested in Virtus Terranova US Quality Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 8 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
0.88% more ownership
Funds ownership: 12% → 12.88% (+0.88%)
21% less funds holding
Funds holding: 24 → 19 (-5)
25% less capital invested
Capital invested by funds: $14.1M → $10.5M (-$3.56M)
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$3.28M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$467K |
| 4 |
PWM
Palumbo Wealth Management
Great Neck,
New York
|
+$263K |
| 5 |
TCWM
Total Clarity Wealth Management
St. Charles,
Illinois
|
+$115K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$3.69M |
| 2 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$3.32M |
| 3 |
Jane Street
New York
|
-$417K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$365K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$344K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Simplex Trading
Chicago,
Illinois
| – | -$21K | -700 | Closed |
|
27
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$1K | -38 | Closed |
|
JOET Hedge Fund Activity: Q2 2022 in Review
19 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Virtus Terranova US Quality Momentum ETF (JOET) for Q2 2022, worth a combined $10.5M — down 25% from $14.1M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of JOET and 3 opened new positions — a net loss of 5 holders — while 5 trimmed existing stakes and 8 added.
The largest buyer was Ahrens Investment Partners, adding an estimated $3.28M. The largest seller was Mutual Advisors, exiting entirely with an estimated $3.69M sold.
- 19 institutional investors held Virtus Terranova US Quality Momentum ETF (JOET) as of Q2 2022, down from 24 in Q1 2022.
- Funds reported $10.5M of Virtus Terranova US Quality Momentum ETF stock for Q2 2022, down 25% quarter-over-quarter.
- 3 funds opened new Virtus Terranova US Quality Momentum ETF positions in Q2 2022 and 8 closed out, a net change of -5 holders.
- The largest Virtus Terranova US Quality Momentum ETF buyer in Q2 2022 was Ahrens Investment Partners, an estimated $3.28M added.
- The largest Virtus Terranova US Quality Momentum ETF seller in Q2 2022 was Mutual Advisors, an estimated $3.69M sold.
Based on aggregated 13F filings for Q2 2022.