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Virtus Terranova US Quality Momentum ETF

26 hedge funds and large institutions have $30.7M invested in Virtus Terranova US Quality Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
8
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ZIMP
1
Zimmermann Investment Management & Planning
Pennsylvania
$9.93M +$1.54M +53,607 +18%
NA
2
NewEdge Advisors
Louisiana
$4.37M +$4.37M +151,918 New
MIA
3
Milestone Investment Advisors
Wisconsin
$2.23M -$41.7K -1,449 -2%
FEG
4
Financial Enhancement Group
Indiana
$2.08M -$2.26M -77,568 -52%
TCWM
5
Total Clarity Wealth Management
Illinois
$1.62M +$141K +4,894 +10%
LPL Financial
6
LPL Financial
California
$1.27M -$607K -21,088 -32%
Morgan Stanley
7
Morgan Stanley
New York
$1.26M +$103K +3,569 +9%
IFWM
8
Institute for Wealth Management
Colorado
$1.22M -$14.4K -500 -1%
PWM
9
Palumbo Wealth Management
New York
$1.08M -$12.9K -449 -1%
Osaic Holdings
10
Osaic Holdings
Arizona
$907K +$160K +5,546 +21%
RJA
11
Raymond James & Associates
Florida
$888K -$67.1K -2,333 -7%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$846K +$226K +7,862 +37%
MA
13
Mutual Advisors
Nebraska
$767K +$767K +26,660 New
Citadel Advisors
14
Citadel Advisors
Florida
$463K -$1.02M -35,604 -69%
GIM
15
Grassi Investment Management
California
$437K -$37.4K -1,300 -8%
HI
16
Harbour Investments
Wisconsin
$382K +$31.3K +1,088 +9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$321K -$28.3K -982 -8%
Bank of America
18
Bank of America
North Carolina
$222K +$144 +5 +0.1%
CAN
19
Cetera Advisor Networks
California
$217K -$9.84K -342 -4%
UBS Group
20
UBS Group
Switzerland
$105K +$75K +2,607 +252%
CG
21
Cutler Group
California
$28K +$28K +1,000 New
TRCT
22
Tower Research Capital (TRC)
New York
$16.9K -$9.55K -332 -36%
CFD
23
Creative Financial Designs
Indiana
$12.2K
Wells Fargo
24
Wells Fargo
California
$7.31K +$7.31K +254 New
SWM
25
Spire Wealth Management
Virginia
$5.04K