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Virtus Terranova US Quality Momentum ETF

24 hedge funds and large institutions have $23M invested in Virtus Terranova US Quality Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
6
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
1
NewEdge Advisors
Louisiana
$3.67M -$568K -20,350 -13%
Wells Fargo
2
Wells Fargo
California
$2.12M +$2.11M +75,688 +29,798%
MIA
3
Milestone Investment Advisors
Wisconsin
$2.1M -$59.5K -2,132 -3%
PWM
4
Palumbo Wealth Management
New York
$1.7M +$659K +23,631 +63%
TCWM
5
Total Clarity Wealth Management
Illinois
$1.66M +$96.3K +3,454 +6%
Morgan Stanley
6
Morgan Stanley
New York
$1.57M +$345K +12,374 +28%
ZIMP
7
Zimmermann Investment Management & Planning
Pennsylvania
$1.52M -$8.11M -290,643 -84%
IFWM
8
Institute for Wealth Management
Colorado
$1.18M
Jane Street
9
Jane Street
New York
$1.17M +$1.17M +42,129 New
Citadel Advisors
10
Citadel Advisors
Florida
$936K +$487K +17,464 +108%
Osaic Holdings
11
Osaic Holdings
Arizona
$870K -$9.17K -329 -1%
RJA
12
Raymond James & Associates
Florida
$852K -$8.87K -318 -1%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$812K -$7.89K -283 -1%
LPL Financial
14
LPL Financial
California
$803K -$425K -15,225 -35%
MA
15
Mutual Advisors
Nebraska
$713K -$30.5K -1,092 -4%
GIM
16
Grassi Investment Management
California
$424K
HI
17
Harbour Investments
Wisconsin
$370K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$260K -$51.3K -1,836 -16%
Bank of America
19
Bank of America
North Carolina
$209K -$6.22K -223 -3%
DFA
20
DHJJ Financial Advisors
Illinois
$32.1K +$32.1K +1,152 New
CFD
21
Creative Financial Designs
Indiana
$13.4K +$1.53K +55 +13%
TRCT
22
Tower Research Capital (TRC)
New York
$3.65K -$12.8K -458 -78%
AF
23
Advisornet Financial
Minnesota
$3.15K +$3.15K +113 New
UBS Group
24
UBS Group
Switzerland
$1.53K -$100K -3,586 -98%
HNB
25
Huntington National Bank
Ohio
$28 -$29