We are live on ! Find out more
JOET icon

Virtus Terranova US Quality Momentum ETF

25 hedge funds and large institutions have $15.5M invested in Virtus Terranova US Quality Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

57% more capital invested

Capital invested by funds: $9.9M → $15.5M (+$5.64M)

56% more funds holding

Funds holding: 1625 (+9)

0.58% more ownership

Funds ownership: 10.63%11.2% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
25
Holders Change
+9
Holders Change %
+56.25%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
8
Reduced
4
Closed
1
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
1
Ahrens Investment Partners
Louisiana
$5.11M +$644K +20,187 +15%
MA
2
Mutual Advisors
Nebraska
$3.67M -$111K -3,487 -3%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.56M +$1.29M +40,386 +583%
GIM
4
Grassi Investment Management
California
$1.03M +$196K +6,152 +25%
LPL Financial
5
LPL Financial
California
$863K +$575K +18,028 +222%
Osaic Holdings
6
Osaic Holdings
Arizona
$606K +$144K +4,518 +33%
RJA
7
Raymond James & Associates
Florida
$560K +$541K +16,977 New
Wolverine Trading
8
Wolverine Trading
Illinois
$301K +$290K +9,095 New
OC
9
Oppenheimer & Co
New York
$298K -$29.8K -933 -9%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$280K -$12.8K -402 -5%
Bank of America
11
Bank of America
North Carolina
$243K +$235K +7,360 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$221K +$214K +6,707 New
IIA
13
IPG Investment Advisors
California
$209K +$202K +6,325 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$182K +$63.8K +2,000 +57%
TCWM
15
Total Clarity Wealth Management
Illinois
$137K +$106K +3,322 +408%
HI
16
Harbour Investments
Wisconsin
$109K -$95.4K -2,991 -47%
UBS Group
17
UBS Group
Switzerland
$57K +$55.5K +1,741 New
PFGIA
18
Patriot Financial Group Insurance Agency
Massachusetts
$48K +$46.2K +1,450 New
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$20K
SWM
20
Spire Wealth Management
Virginia
$10K +$3.09K +97 +48%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$7K
Simplex Trading
22
Simplex Trading
Illinois
$5K +$5.68K +178 New
RG
23
Retirement Group
California
$1K
National Bank of Canada
24
National Bank of Canada
Quebec, Canada
$1K +$1.21K +38 New
IA
25
IFP Advisors
Florida
$1K +$1.44K +45 New

JOET Hedge Fund Activity: Q4 2021 in Review

25 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Virtus Terranova US Quality Momentum ETF (JOET) for Q4 2021, worth a combined $15.5M — up 57% from $9.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JOET positions and 1 closed out — a net gain of 9 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.29M. The largest seller was Mutual Advisors, cutting an estimated $111K.

  • 25 institutional investors held Virtus Terranova US Quality Momentum ETF (JOET) as of Q4 2021, up from 16 in Q3 2021.
  • Funds reported $15.5M of Virtus Terranova US Quality Momentum ETF stock for Q4 2021, up 57% quarter-over-quarter.
  • 10 funds opened new Virtus Terranova US Quality Momentum ETF positions in Q4 2021 and 1 closed out, a net change of +9 holders.
  • The largest Virtus Terranova US Quality Momentum ETF buyer in Q4 2021 was Susquehanna International Group, an estimated $1.29M added.
  • The largest Virtus Terranova US Quality Momentum ETF seller in Q4 2021 was Mutual Advisors, an estimated $111K sold.

Based on aggregated 13F filings for Q4 2021.