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Virtus Terranova US Quality Momentum ETF

25 hedge funds and large institutions have $20.5M invested in Virtus Terranova US Quality Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
1
NewEdge Advisors
Louisiana
$4.04M -$45.9K -1,479 -1%
Morgan Stanley
2
Morgan Stanley
New York
$3.42M +$1.69M +55,194 +98%
TCWM
3
Total Clarity Wealth Management
Illinois
$1.84M +$11.8K +385 +0.6%
PWM
4
Palumbo Wealth Management
New York
$1.59M -$287K -9,349 -15%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.4M +$510K +16,608 +57%
IFWM
6
Institute for Wealth Management
Colorado
$1.29M -$6.44K -210 -0.5%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.02M +$65.5K +2,136 +7%
RJA
8
Raymond James & Associates
Florida
$830K -$107K -3,498 -11%
Goldman Sachs
9
Goldman Sachs
New York
$703K +$703K +22,918 New
MA
10
Mutual Advisors
Nebraska
$688K -$96.4K -3,143 -12%
Citadel Advisors
11
Citadel Advisors
Florida
$638K -$392K -12,783 -38%
LPL Financial
12
LPL Financial
California
$506K -$377K -12,301 -43%
ZIMP
13
Zimmermann Investment Management & Planning
Pennsylvania
$477K -$1.2M -39,075 -72%
GIM
14
Grassi Investment Management
California
$470K +$3.84K +125 +0.8%
HI
15
Harbour Investments
Wisconsin
$413K +$5.22K +170 +1%
MSFS
16
Main Street Financial Solutions
Pennsylvania
$373K +$373K +12,150 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$273K -$11.8K -386 -4%
Bank of America
18
Bank of America
North Carolina
$250K +$19.9K +650 +9%
MIA
19
Milestone Investment Advisors
Wisconsin
$130K -$2.18M -71,082 -94%
DFA
20
DHJJ Financial Advisors
Illinois
$36K +$706 +23 +2%
Wells Fargo
21
Wells Fargo
California
$33.7K -$2.3M -74,844 -99%
ASN
22
Advisory Services Network
Georgia
$23K +$23K +750 New
CFD
23
Creative Financial Designs
Indiana
$14.7K
TRCT
24
Tower Research Capital (TRC)
New York
$13.4K +$9.36K +305 +233%
AF
25
Advisornet Financial
Minnesota
$3.47K