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Virtus Terranova US Quality Momentum ETF
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Overview Fund Activity

29 hedge funds and large institutions have $33.8M invested in Virtus Terranova US Quality Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+6
Holders Change %
+26.09%
% of All Funds
0.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
11
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
$8.02M
2
Citadel Advisors
Citadel Advisors
Florida
$1.42M
3
Morgan Stanley
Morgan Stanley
New York
$1.11M
4
RJA
Raymond James & Associates
Florida
$913K
5
LPL Financial
LPL Financial
California
$1.79M

Top Sellers

1
AIP
Ahrens Investment Partners
Louisiana
$5.2M
2
FEG
Financial Enhancement Group
Indiana
$4M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$2.38M
4
DC
Davenport & Co
Virginia
$206K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$592K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
26
Creative Financial Designs
Indiana
$11.7K +$11.7K +425 New
SWM
27
Spire Wealth Management
Virginia
$4.82K +$4.82K +175 New
FDCDDQ
28
Federation des caisses Desjardins du Quebec
Quebec, Canada
$138 +$138 +5 New
Fidelity Investments
29
Fidelity Investments
Massachusetts
$83 -$719 -26 -90%
HNB
30
Huntington National Bank
Ohio
$28 -$27 – –
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
– -$8K -300 Closed
1
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