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Virtus Terranova US Quality Momentum ETF

33 hedge funds and large institutions have $34.7M invested in Virtus Terranova US Quality Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+8
Holders Change %
+32%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
11
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$6.29M +$5.74M +167,328 +1,053%
NA
2
NewEdge Advisors
Louisiana
$4.44M -$150K -4,365 -3%
LPL Financial
3
LPL Financial
California
$3.98M +$266K +7,745 +7%
TCWM
4
Total Clarity Wealth Management
Illinois
$3.36M +$48.4K +1,411 +1%
Morgan Stanley
5
Morgan Stanley
New York
$2.6M +$362K +10,552 +16%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.42M +$1.07M +31,147 +79%
IFWM
7
Institute for Wealth Management
Colorado
$1.44M -$10K -292 -0.7%
PWM
8
Palumbo Wealth Management
New York
$1.36M -$80.6K -2,348 -6%
MSFS
9
Main Street Financial Solutions
Pennsylvania
$1.09M +$77K +2,242 +8%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1M -$115K -3,339 -10%
RJA
11
Raymond James & Associates
Florida
$795K -$78.9K -2,297 -9%
EAM
12
Empirical Asset Management
Massachusetts
$795K +$795K +23,142 New
Goldman Sachs
13
Goldman Sachs
New York
$787K
GIM
14
Grassi Investment Management
California
$530K +$3.43K +100 +0.7%
OPS
15
Orion Portfolio Solutions
Nebraska
$462K +$462K +13,456 New
BCI
16
Brinker Capital Investments
Pennsylvania
$462K +$462K +13,456 New
HI
17
Harbour Investments
Wisconsin
$458K
MML Investors Services
18
MML Investors Services
Massachusetts
$443K +$443K +12,916 New
OMC
19
Old Mission Capital
Illinois
$384K +$384K +11,197 New
Bank of America
20
Bank of America
North Carolina
$326K +$2.2K +64 +0.7%
AWS
21
Atria Wealth Solutions
New York
$261K +$55.4K +1,613 +27%
RWM
22
Ritholtz Wealth Management
New York
$240K +$240K +7,000 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$204K +$204K +5,956 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$181K
MIA
25
Milestone Investment Advisors
Wisconsin
$111K -$34.6K -1,007 -24%