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Virtus Terranova US Quality Momentum ETF

25 hedge funds and large institutions have $27.6M invested in Virtus Terranova US Quality Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
1
NewEdge Advisors
Louisiana
$4.6M +$124K +3,614 +3%
LPL Financial
2
LPL Financial
California
$3.73M +$3.16M +91,759 +557%
TCWM
3
Total Clarity Wealth Management
Illinois
$3.32M +$1.26M +36,474 +61%
MA
4
Mutual Advisors
Nebraska
$3.07M +$2.3M +66,864 +298%
Morgan Stanley
5
Morgan Stanley
New York
$2.25M -$1.59M -46,143 -41%
IFWM
6
Institute for Wealth Management
Colorado
$1.45M +$172 +5 +0%
PWM
7
Palumbo Wealth Management
New York
$1.45M -$335K -9,728 -19%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.36M +$209K +6,075 +18%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.12M -$454K -13,191 -29%
MSFS
10
Main Street Financial Solutions
Pennsylvania
$1.02M +$602K +17,500 +144%
RJA
11
Raymond James & Associates
Florida
$877K -$54.3K -1,578 -6%
Goldman Sachs
12
Goldman Sachs
New York
$789K
Wells Fargo
13
Wells Fargo
California
$547K +$509K +14,789 +1,347%
GIM
14
Grassi Investment Management
California
$528K +$1.31K +38 +0.2%
HI
15
Harbour Investments
Wisconsin
$460K -$3.37K -98 -0.7%
Bank of America
16
Bank of America
North Carolina
$325K +$44K +1,279 +16%
AWS
17
Atria Wealth Solutions
New York
$206K +$206K +5,981 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$182K -$126K -3,641 -41%
MIA
19
Milestone Investment Advisors
Wisconsin
$146K
DFA
20
DHJJ Financial Advisors
Illinois
$90.4K +$49.9K +1,450 +123%
Comerica Bank
21
Comerica Bank
Texas
$68.8K +$68.8K +2,000 New
CFD
22
Creative Financial Designs
Indiana
$16.7K +$207 +6 +1%
TRCT
23
Tower Research Capital (TRC)
New York
$15K
Fidelity Investments
24
Fidelity Investments
Massachusetts
$15K +$15K +436 New
AF
25
Advisornet Financial
Minnesota
$3.89K