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Virtus Terranova US Quality Momentum ETF

29 hedge funds and large institutions have $33.8M invested in Virtus Terranova US Quality Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+6
Holders Change %
+26.09%
% of All Funds
0.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
11
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ZIMP
1
Zimmermann Investment Management & Planning
Pennsylvania
$8.02M +$4.36M +158,518 +119%
AIP
2
Ahrens Investment Partners
Louisiana
$5.2M -$1.69M -61,578 -25%
FEG
3
Financial Enhancement Group
Indiana
$4M -$485K -18,061 -11%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.38M -$70.6K -2,566 -3%
MIA
5
Milestone Investment Advisors
Wisconsin
$2.17M +$85.3K +3,100 +4%
LPL Financial
6
LPL Financial
California
$1.79M +$466K +16,946 +35%
Citadel Advisors
7
Citadel Advisors
Florida
$1.42M +$1.42M +51,711 New
TCWM
8
Total Clarity Wealth Management
Illinois
$1.41M -$22.2K -806 -2%
IFWM
9
Institute for Wealth Management
Colorado
$1.18M +$332K +12,063 +39%
Morgan Stanley
10
Morgan Stanley
New York
$1.11M +$1.11M +40,233 +134,110%
PWM
11
Palumbo Wealth Management
New York
$1.04M +$55.6K +2,021 +6%
RJA
12
Raymond James & Associates
Florida
$913K +$913K +33,192 New
Osaic Holdings
13
Osaic Holdings
Arizona
$715K +$23.9K +870 +3%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$592K -$30.4K -1,106 -5%
GIM
15
Grassi Investment Management
California
$454K -$25.5K -925 -5%
HI
16
Harbour Investments
Wisconsin
$335K +$29.7K +1,080 +10%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$333K +$33K +1,200 +11%
CAN
18
Cetera Advisor Networks
California
$217K +$2.83K +103 +1%
Bank of America
19
Bank of America
North Carolina
$212K +$8.01K +291 +4%
DC
20
Davenport & Co
Virginia
$206K -$55K -2,000 -21%
UBS Group
21
UBS Group
Switzerland
$28.4K +$28.4K +1,034 New
ASN
22
Advisory Services Network
Georgia
$28.2K
TRCT
23
Tower Research Capital (TRC)
New York
$25K +$25K +921 New
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$16.5K
BAM
25
Belpointe Asset Management
Nevada
$15K