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Virtus Terranova US Quality Momentum ETF
JOET

36 hedge funds and large institutions have $67.3M invested in Virtus Terranova US Quality Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 5

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

32% more capital invested

Capital invested by funds: $50.9M → $67.3M (+$16.4M)

9% more funds holding

Funds holding: 33 → 36 (+3)

5.85% more ownership

Funds ownership: 35% → 40.85% (+5.9%)

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
19
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.45M
2
Bank of America
Bank of America
North Carolina
+$4.8M
3
Raymond James Financial
Raymond James Financial
Florida
+$3.24M
4
NA
NewEdge Advisors
Louisiana
+$2.59M
5
Wells Fargo
Wells Fargo
California
+$1.48M

Top Sellers

Rank Fund Capital Flow
1
SAM
Synergy Asset Management
Washington
-$1.51M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.19M
3
Osaic Holdings
Osaic Holdings
Arizona
-$941K
4
AWS
Atria Wealth Solutions
New York
-$202K
5
PWM
Palumbo Wealth Management
New York
-$97.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$241K +$14.7K +381 +6%
Comerica Bank
27
Comerica Bank
Texas
$236K +$116K +3,006 +87%
Goldman Sachs
28
Goldman Sachs
New York
$221K – – –
Fidelity Investments
29
Fidelity Investments
Massachusetts
$165K +$150K +3,908 +639%
DFA
30
DHJJ Financial Advisors
Illinois
$102K +$3.08K +80 +3%
UBS Group
31
UBS Group
Switzerland
$20.3K +$21.3K +554 New
CFD
32
Creative Financial Designs
Indiana
$18.1K +$231 +6 +1%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$4.68K +$4.93K +128 New
Group One Trading
34
Group One Trading
Illinois
$3.66K – – –
VEA
35
Virtus ETF Advisers
New York
$3.11K +$3.27K +85 New
DCM
36
Davidson Capital Management
Texas
$293 – – –
HNB
37
Huntington National Bank
Ohio
$37 – – –
SAM
38
Synergy Asset Management
Washington
– -$1.51M -40,937 Closed
AWS
39
Atria Wealth Solutions
New York
– -$202K -5,336 Closed
TRCT
40
Tower Research Capital (TRC)
New York
– -$16.5K -436 Closed
1
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JOET Hedge Fund Activity: Q1 2025 in Review

36 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Virtus Terranova US Quality Momentum ETF (JOET) for Q1 2025, worth a combined $67.3M — up 32% from $50.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JOET positions and 3 closed out — a net gain of 3 holders — while 19 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.45M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $1.51M sold.

  • 36 institutional investors held Virtus Terranova US Quality Momentum ETF (JOET) as of Q1 2025, up from 33 in Q4 2024.
  • Funds reported $67.3M of Virtus Terranova US Quality Momentum ETF stock for Q1 2025, up 32% quarter-over-quarter.
  • 6 funds opened new Virtus Terranova US Quality Momentum ETF positions in Q1 2025 and 3 closed out, a net change of +3 holders.
  • The largest Virtus Terranova US Quality Momentum ETF buyer in Q1 2025 was Morgan Stanley, an estimated $5.45M added.
  • The largest Virtus Terranova US Quality Momentum ETF seller in Q1 2025 was Synergy Asset Management, an estimated $1.51M sold.

Based on aggregated 13F filings for Q1 2025.