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Virtus Terranova US Quality Momentum ETF

23 hedge funds and large institutions have $26.9M invested in Virtus Terranova US Quality Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
7
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
1
Ahrens Investment Partners
Louisiana
$6.69M -$116K -4,334 -2%
FEG
2
Financial Enhancement Group
Indiana
$4.68M +$4.68M +167,202 New
ZIMP
3
Zimmermann Investment Management & Planning
Pennsylvania
$3.56M +$2.94M +110,091 +478%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.38M +$2.38M +89,169 New
MIA
5
Milestone Investment Advisors
Wisconsin
$2.03M +$2.03M +75,808 New
TCWM
6
Total Clarity Wealth Management
Illinois
$1.39M +$1.39M +52,134 New
LPL Financial
7
LPL Financial
California
$1.29M +$450K +16,827 +54%
PWM
8
Palumbo Wealth Management
New York
$959K +$332K +12,407 +53%
IFWM
9
Institute for Wealth Management
Colorado
$824K +$824K +30,832 New
Osaic Holdings
10
Osaic Holdings
Arizona
$671K +$36K +1,346 +6%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$605K -$410K -15,329 -40%
GIM
12
Grassi Investment Management
California
$465K +$668 +25 +0.1%
HI
13
Harbour Investments
Wisconsin
$297K +$33.2K +1,244 +13%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$292K -$683K -25,545 -70%
DC
15
Davenport & Co
Virginia
$254K
CAN
16
Cetera Advisor Networks
California
$208K +$208K +7,767 New
Bank of America
17
Bank of America
North Carolina
$199K +$80 +3 +0%
ASN
18
Advisory Services Network
Georgia
$27.4K +$27.4K +1,025 New
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$16K
BAM
20
Belpointe Asset Management
Nevada
$14.6K +$14.6K +546 New
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$8K +$8K +300 New
Morgan Stanley
22
Morgan Stanley
New York
$802 -$535 -20 -40%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$775 +$775 +29 New
HNB
24
Huntington National Bank
Ohio
$27
MA
25
Mutual Advisors
Nebraska
-$556K -22,634 Closed