Virtus Terranova US Quality Momentum ETF
JOET
19 hedge funds and large institutions have $12.9M invested in Virtus Terranova US Quality Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 7 closing their positions.
23% more capital invested
Capital invested by funds: $10.5M → $12.9M (+$2.42M)
3.3% more ownership
Funds ownership: 12.88% → 16.19% (+3.3%)
0% more funds holding
Funds holding: 19 → 19 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$3.44M |
| 2 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
+$611K |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$600K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$504K |
| 5 |
DC
Davenport & Co
Richmond,
Virginia
|
+$252K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.24M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$785K |
| 3 |
GIM
Grassi Investment Management
Santa Clara,
California
|
-$313K |
| 4 |
OC
Oppenheimer & Co
New York
|
-$238K |
| 5 |
LPL Financial
San Diego,
California
|
-$182K |
JOET Hedge Fund Activity: Q3 2022 in Review
19 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Virtus Terranova US Quality Momentum ETF (JOET) for Q3 2022, worth a combined $12.9M — up 23% from $10.5M a quarter earlier.
Fund positioning in JOET was balanced in Q3 2022: 7 funds opened new positions, 7 closed out, 5 added to existing stakes and 5 trimmed.
The largest buyer was Ahrens Investment Partners, adding an estimated $3.44M. The largest seller was Royal Bank of Canada, cutting an estimated $1.24M.
- 19 institutional investors held Virtus Terranova US Quality Momentum ETF (JOET) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $12.9M of Virtus Terranova US Quality Momentum ETF stock for Q3 2022, up 23% quarter-over-quarter.
- 7 funds opened new Virtus Terranova US Quality Momentum ETF positions in Q3 2022 and 7 closed out, a net change of 0 holders.
- The largest Virtus Terranova US Quality Momentum ETF buyer in Q3 2022 was Ahrens Investment Partners, an estimated $3.44M added.
- The largest Virtus Terranova US Quality Momentum ETF seller in Q3 2022 was Royal Bank of Canada, an estimated $1.24M sold.
Based on aggregated 13F filings for Q3 2022.