We are live on ! Find out more
JOET icon

Virtus Terranova US Quality Momentum ETF

17 hedge funds and large institutions have $6.48M invested in Virtus Terranova US Quality Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more capital invested

Capital invested by funds: $3.16M → $6.48M (+$3.31M)

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

21% more funds holding

Funds holding: 1417 (+3)

5.08% more ownership

Funds ownership: 3.46%8.54% (+5.1%)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

Holders
17
Holders Change
+3
Holders Change %
+21.43%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
3
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.26M +$4.19M +160,161 New
GIM
2
Grassi Investment Management
California
$637K +$200K +7,625 +47%
Citadel Advisors
3
Citadel Advisors
Florida
$630K +$23.8K +911 +4%
Jane Street
4
Jane Street
New York
$256K -$49.3K -1,884 -16%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$221K -$1.55M -59,064 -88%
HI
6
Harbour Investments
Wisconsin
$144K +$142K +5,417 New
Simplex Trading
7
Simplex Trading
Illinois
$109K +$108K +4,120 New
UBS Group
8
UBS Group
Switzerland
$105K +$103K +3,948 New
Osaic Holdings
9
Osaic Holdings
Arizona
$40K +$39.2K +1,497 New
AWA
10
Arkadios Wealth Advisors
Georgia
$39K +$26.2K +1,000 +200%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$16K +$15.7K +600 New
EFSCE
12
Enterprise Financial Services Corp (EFSC)
Missouri
$8K -$2.62K -100 -25%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$5K
SWP
14
ShoreHaven Wealth Partners
New Jersey
$3K
AA
15
Ancora Advisors
Ohio
$1K
RG
16
Retirement Group
California
$1K
DAC
17
Dividend Assets Capital
South Carolina
$1K +$1.31K +50 New
ASN
18
Advisory Services Network
Georgia
-$39K -1,485 Closed
Wells Fargo
19
Wells Fargo
California
-$5K -200 Closed
DTIM
20
Danda Trouve Investment Management
Kansas
-$3K -100 Closed
TI
21
tru Independence
Oregon
-$2 -62 Closed

JOET Hedge Fund Activity: Q1 2021 in Review

17 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Virtus Terranova US Quality Momentum ETF (JOET) for Q1 2021, worth a combined $6.48M — up 105% from $3.16M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JOET positions and 4 closed out — a net gain of 3 holders — while 3 added to existing stakes and 3 trimmed.

The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $4.19M. The largest seller was Susquehanna International Group, cutting an estimated $1.55M.

  • 17 institutional investors held Virtus Terranova US Quality Momentum ETF (JOET) as of Q1 2021, up from 14 in Q4 2020.
  • Funds reported $6.48M of Virtus Terranova US Quality Momentum ETF stock for Q1 2021, up 105% quarter-over-quarter.
  • 7 funds opened new Virtus Terranova US Quality Momentum ETF positions in Q1 2021 and 4 closed out, a net change of +3 holders.
  • The largest Virtus Terranova US Quality Momentum ETF buyer in Q1 2021 was Royal Bank of Canada, an estimated $4.19M added.
  • The largest Virtus Terranova US Quality Momentum ETF seller in Q1 2021 was Susquehanna International Group, an estimated $1.55M sold.

Based on aggregated 13F filings for Q1 2021.