Virtus Terranova US Quality Momentum ETF
JOET
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.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
4% more funds holding
Funds holding: 50 → 52 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.15M |
| 2 |
Two Sigma Investments
New York
|
+$1.06M |
| 3 |
CWRP
Cassady Wealth & Retirement Planning
Henderson,
Nevada
|
+$954K |
| 4 |
SAI
Savvy Advisors Inc
New York
|
+$840K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$772K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.9M |
| 2 |
Morgan Stanley
New York
|
-$1.47M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$615K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$309K |
| 5 |
FFA
First Foundation Advisors
Irvine,
California
|
-$296K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
JP Morgan Chase
New York
| $2.1K | +$2.27K | +54 | New |
|
|
DCM
52
Davidson Capital Management
Corpus Christi,
Texas
| $321 | – | – | – |
|
|
HNB
53
Huntington National Bank
Columbus,
Ohio
| $40 | – | – | – |
|
|
FFA
54
First Foundation Advisors
Irvine,
California
| – | -$296K | -7,047 | Closed |
|
|
KAS
55
Kestra Advisory Services
Austin,
Texas
| – | -$287K | -6,833 | Closed |
|
56
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$203K | -4,829 | Closed |
|
57
Simplex Trading
Chicago,
Illinois
| – | -$62.4K | -1,485 | Closed |
|
|
FHA
58
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$10.6K | -251 | Closed |
|
|
VR
59
Vision Retirement
Ridgewood,
New Jersey
| – | -$4.23K | -101 | Closed |
|
60
Group One Trading
Chicago,
Illinois
| – | -$4.2K | -100 | Closed |
|
61
Citigroup
New York
| – | -$42 | -1 | Closed |
|
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.