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Virtus Terranova US Quality Momentum ETF

42 hedge funds and large institutions have $111M invested in Virtus Terranova US Quality Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

30% more capital invested

Capital invested by funds: $85.7M → $111M (+$25.4M)

5% more funds holding

Funds holding: 4042 (+2)

4.22% more ownership

Funds ownership: 43.66%47.87% (+4.2%)

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
17
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$435K +$142K +3,399 +51%
TCM
27
Triumph Capital Management
Colorado
$328K +$23.9K +573 +8%
KAS
28
Kestra Advisory Services
Texas
$319K -$8.33K -200 -3%
ORC
29
O'Rourke & Company
Massachusetts
$281K +$272K +6,525 New
Comerica Bank
30
Comerica Bank
Texas
$252K -$7.29K -175 -3%
MC
31
Moors & Cabot
Massachusetts
$252K +$244K +5,850 New
Fidelity Investments
32
Fidelity Investments
Massachusetts
$193K +$333 +8 +0.2%
DFA
33
DHJJ Financial Advisors
Illinois
$123K +$541 +13 +0.5%
ASN
34
Advisory Services Network
Georgia
$32.1K +$31K +745 New
CFD
35
Creative Financial Designs
Indiana
$21.3K
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$18.1K +$17.5K +420 New
US Bancorp
37
US Bancorp
Minnesota
$17.2K
SWM
38
Spire Wealth Management
Virginia
$16.1K +$15.6K +375 New
Simplex Trading
39
Simplex Trading
Illinois
$5K +$5.75K +138 New
Group One Trading
40
Group One Trading
Illinois
$4.3K
VEA
41
Virtus ETF Advisers
New York
$2.15K -$1.25K -30 -38%
DCM
42
Davidson Capital Management
Texas
$345
HNB
43
Huntington National Bank
Ohio
$43
Jane Street
44
Jane Street
New York
-$362K -8,855 Closed
Goldman Sachs
45
Goldman Sachs
New York
-$248K -6,055 Closed
UBS Group
46
UBS Group
Switzerland
-$200K -4,902 Closed
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
-$15.8K -386 Closed
AAS
48
Ameritas Advisory Services
Nebraska
-$4.53K -111 Closed

JOET Hedge Fund Activity: Q3 2025 in Review

42 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in Virtus Terranova US Quality Momentum ETF (JOET) for Q3 2025, worth a combined $111M — up 30% from $85.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JOET positions and 5 closed out — a net gain of 3 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.56M. The largest seller was Empirical Asset Management, cutting an estimated $1.39M.

  • 42 institutional investors held Virtus Terranova US Quality Momentum ETF (JOET) as of Q3 2025, up from 40 in Q2 2025.
  • Funds reported $111M of Virtus Terranova US Quality Momentum ETF stock for Q3 2025, up 30% quarter-over-quarter.
  • 8 funds opened new Virtus Terranova US Quality Momentum ETF positions in Q3 2025 and 5 closed out, a net change of +3 holders.
  • The largest Virtus Terranova US Quality Momentum ETF buyer in Q3 2025 was Morgan Stanley, an estimated $9.56M added.
  • The largest Virtus Terranova US Quality Momentum ETF seller in Q3 2025 was Empirical Asset Management, an estimated $1.39M sold.

Based on aggregated 13F filings for Q3 2025.