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Virtus Terranova US Quality Momentum ETF

52 hedge funds and large institutions have $111M invested in Virtus Terranova US Quality Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

4% more funds holding

Funds holding: 5052 (+2)

0.15% more ownership

Funds ownership: 49.8%49.96% (+0.15%)

5% less capital invested

Capital invested by funds: $117M → $111M (-$5.95M)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
15
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$474K +$497K +11,837 New
Creative Planning
27
Creative Planning
Kansas
$471K -$12.4K -295 -2%
FTUS
28
Flow Traders U.S.
New York
$441K +$463K +11,011 New
EAM
29
Empirical Asset Management
Massachusetts
$407K -$49.1K -1,169 -10%
KPWS
30
Kestra Private Wealth Services
Texas
$394K +$177K +4,224 +75%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$390K -$25.7K -611 -6%
ML
32
MLP3 LLC
New Jersey
$367K
DWM
33
DKM Wealth Management
California
$311K -$216K -5,151 -40%
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$234K +$246K +5,855 New
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$210K
Fidelity Investments
36
Fidelity Investments
Massachusetts
$186K -$22.3K -531 -10%
TCM
37
Triumph Capital Management
Colorado
$186K -$72.1K -1,715 -27%
DFA
38
DHJJ Financial Advisors
Illinois
$117K +$1.85K +44 +2%
UBS Group
39
UBS Group
Switzerland
$77.8K -$31.1K -741 -28%
SPIA
40
Steward Partners Investment Advisory
New York
$56.2K +$43.2K +1,029 +275%
SAM
41
Smartleaf Asset Management
Massachusetts
$40.2K +$43.3K +1,031 New
HPBT
42
Hickory Point Bank & Trust
Illinois
$40K +$42K +1,000 New
ASN
43
Advisory Services Network
Georgia
$30K +$31.5K +750 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$22.3K +$23.4K +556 New
CFD
45
Creative Financial Designs
Indiana
$16.1K -$4.12K -98 -20%
US Bancorp
46
US Bancorp
Minnesota
$16K
SWM
47
Spire Wealth Management
Virginia
$15K
IAAG
48
Innovative Asset Advisors Group
Connecticut
$8.01K +$8.4K +200 New
Russell Investments Group
49
Russell Investments Group
United Kingdom
$4K +$4.2K +100 New
VEA
50
Virtus ETF Advisers
New York
$3.96K +$1.05K +25 +34%

JOET Hedge Fund Activity: Q1 2026 in Review

52 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Virtus Terranova US Quality Momentum ETF (JOET) for Q1 2026, worth a combined $111M — down 5.1% from $117M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JOET positions and 8 closed out — a net gain of 4 holders — while 15 added to existing stakes and 19 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.15M. The largest seller was Wells Fargo, cutting an estimated $1.9M.

  • 52 institutional investors held Virtus Terranova US Quality Momentum ETF (JOET) as of Q1 2026, up from 50 in Q4 2025.
  • Funds reported $111M of Virtus Terranova US Quality Momentum ETF stock for Q1 2026, down 5.1% quarter-over-quarter.
  • 12 funds opened new Virtus Terranova US Quality Momentum ETF positions in Q1 2026 and 8 closed out, a net change of +4 holders.
  • The largest Virtus Terranova US Quality Momentum ETF buyer in Q1 2026 was LPL Financial, an estimated $2.15M added.
  • The largest Virtus Terranova US Quality Momentum ETF seller in Q1 2026 was Wells Fargo, an estimated $1.9M sold.

Based on aggregated 13F filings for Q1 2026.