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Virtus Terranova US Quality Momentum ETF

32 hedge funds and large institutions have $44.6M invested in Virtus Terranova US Quality Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
16
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$7.26M +$520K +14,147 +8%
Morgan Stanley
2
Morgan Stanley
New York
$4.95M +$2.16M +58,660 +77%
LPL Financial
3
LPL Financial
California
$4.25M -$12.4K -336 -0.3%
FEG
4
Financial Enhancement Group
Indiana
$4M +$4M +149,141 New
TCWM
5
Total Clarity Wealth Management
Illinois
$3.9M +$295K +8,010 +8%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.79M +$197K +5,366 +8%
EAM
7
Empirical Asset Management
Massachusetts
$2.38M +$1.53M +41,494 +179%
NA
8
NewEdge Advisors
Louisiana
$2.1M -$2.66M -72,217 -56%
MSFS
9
Main Street Financial Solutions
Pennsylvania
$1.79M +$616K +16,735 +52%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.58M +$502K +13,648 +47%
SAM
11
Synergy Asset Management
Washington
$1.51M +$1.51M +40,937 New
IFWM
12
Institute for Wealth Management
Colorado
$1.49M -$46.4K -1,261 -3%
PWM
13
Palumbo Wealth Management
New York
$1.44M -$14.4K -391 -1%
RJA
14
Raymond James & Associates
Florida
$822K -$29.7K -807 -3%
OPS
15
Orion Portfolio Solutions
Nebraska
$566K +$71K +1,930 +14%
BCI
16
Brinker Capital Investments
Pennsylvania
$566K +$71K +1,930 +14%
OMC
17
Old Mission Capital
Illinois
$556K +$144K +3,913 +35%
GIM
18
Grassi Investment Management
California
$554K -$14.7K -400 -3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$525K +$331K +9,000 +171%
HI
20
Harbour Investments
Wisconsin
$446K -$44.7K -1,216 -9%
Bank of America
21
Bank of America
North Carolina
$349K
RWM
22
Ritholtz Wealth Management
New York
$262K +$4.23K +115 +2%
Goldman Sachs
23
Goldman Sachs
New York
$223K -$620K -16,863 -74%
Comerica Bank
24
Comerica Bank
Texas
$127K +$53K +1,440 +72%
DFA
25
DHJJ Financial Advisors
Illinois
$98.2K +$809 +22 +0.8%