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Virtus Terranova US Quality Momentum ETF
JOET

50 hedge funds and large institutions have $117M invested in Virtus Terranova US Quality Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

19% more funds holding

Funds holding: 42 → 50 (+8)

5% more capital invested

Capital invested by funds: $111M → $117M (+$6.08M)

1.93% more ownership

Funds ownership: 47.87% → 49.8% (+1.9%)

Holders
50
Holders Change
+8
Holders Change %
+19.05%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
20
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$7.46M
2
Morgan Stanley
Morgan Stanley
New York
+$4.43M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.34M
4
Wells Fargo
Wells Fargo
California
+$909K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$559K

Top Sellers

Rank Fund Capital Flow
1
MML Investors Services
MML Investors Services
Massachusetts
-$3.04M
2
NA
NewEdge Advisors
Louisiana
-$2.68M
3
Bank of America
Bank of America
North Carolina
-$1.95M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.72M
5
EAM
Empirical Asset Management
Massachusetts
-$794K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$434K -$392K -9,250 -47%
ORC
27
O'Rourke & Company
Massachusetts
$420K +$147K +3,474 +53%
ML
28
MLP3 LLC
New Jersey
$385K +$389K +9,172 New
FFA
29
First Foundation Advisors
California
$296K +$299K +7,047 New
KAS
30
Kestra Advisory Services
Texas
$287K -$25K -589 -8%
TCM
31
Triumph Capital Management
Colorado
$267K -$54.3K -1,281 -17%
Comerica Bank
32
Comerica Bank
Texas
$246K – – –
KPWS
33
Kestra Private Wealth Services
Texas
$236K +$238K +5,624 New
OSAM
34
O'Shaughnessy Asset Management
Connecticut
$220K +$222K +5,241 New
Fidelity Investments
35
Fidelity Investments
Massachusetts
$217K +$29K +684 +15%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$203K +$205K +4,829 New
DFA
37
DHJJ Financial Advisors
Illinois
$121K +$509 +12 +0.4%
UBS Group
38
UBS Group
Switzerland
$113K +$114K +2,685 New
Simplex Trading
39
Simplex Trading
Illinois
$62.4K +$57.1K +1,347 +976%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$38.6K +$21.2K +500 +119%
CFD
41
Creative Financial Designs
Indiana
$21K +$127 +3 +0.6%
US Bancorp
42
US Bancorp
Minnesota
$16.8K – – –
SWM
43
Spire Wealth Management
Virginia
$15.8K – – –
SPIA
44
Steward Partners Investment Advisory
New York
$15.7K +$15.8K +374 New
FHA
45
Flagship Harbor Advisors
Massachusetts
$10.6K +$10.6K +251 New
VR
46
Vision Retirement
New Jersey
$4.23K +$4.28K +101 New
Group One Trading
47
Group One Trading
Illinois
$4.2K – – –
VEA
48
Virtus ETF Advisers
New York
$3.11K +$1.02K +24 +48%
DCM
49
Davidson Capital Management
Texas
$336 – – –
HNB
50
Huntington National Bank
Ohio
$42 – – –
1
2
3

JOET Hedge Fund Activity: Q4 2025 in Review

50 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Virtus Terranova US Quality Momentum ETF (JOET) for Q4 2025, worth a combined $117M — up 5.5% from $111M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JOET positions and 3 closed out — a net gain of 8 holders — while 20 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.46M. The largest seller was MML Investors Services, exiting entirely with an estimated $3.04M sold.

  • 50 institutional investors held Virtus Terranova US Quality Momentum ETF (JOET) as of Q4 2025, up from 42 in Q3 2025.
  • Funds reported $117M of Virtus Terranova US Quality Momentum ETF stock for Q4 2025, up 5.5% quarter-over-quarter.
  • 11 funds opened new Virtus Terranova US Quality Momentum ETF positions in Q4 2025 and 3 closed out, a net change of +8 holders.
  • The largest Virtus Terranova US Quality Momentum ETF buyer in Q4 2025 was LPL Financial, an estimated $7.46M added.
  • The largest Virtus Terranova US Quality Momentum ETF seller in Q4 2025 was MML Investors Services, an estimated $3.04M sold.

Based on aggregated 13F filings for Q4 2025.