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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$7.46M |
| 2 |
Morgan Stanley
New York
|
+$4.43M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.34M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$909K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$559K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$3.04M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$2.68M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.95M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.72M |
| 5 |
EAM
Empirical Asset Management
Wellesley,
Massachusetts
|
-$794K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Citigroup
New York
| $42 | +$42 | +1 | New |
|
|
52
MML Investors Services
Springfield,
Massachusetts
| – | -$3.04M | -70,698 | Closed |
|
|
MC
53
Moors & Cabot
Boston,
Massachusetts
| – | -$252K | -5,850 | Closed |
|
|
ASN
54
Advisory Services Network
Atlanta,
Georgia
| – | -$32.1K | -745 | Closed |
|
JOET Hedge Fund Activity: Q4 2025 in Review
50 of the 8,224 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.