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Virtus Terranova US Quality Momentum ETF
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Overview Fund Activity

33 hedge funds and large institutions have $50.9M invested in Virtus Terranova US Quality Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.15M
2
Wells Fargo
2
Wells Fargo
California
$9.97M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.67M
4
AR
4
Apeiron RIA
Texas
$1.28M
5
LPL Financial
5
LPL Financial
California
$5.2M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$0
2
TCWM
2
Total Clarity Wealth Management
Illinois
$2.43M
3
OMC
3
Old Mission Capital
Illinois
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.47M
5
EAM
5
Empirical Asset Management
Massachusetts
$2.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$9.97M +$2.52M +66,651 +34%
Morgan Stanley
2
Morgan Stanley
New York
$6.67M +$1.59M +42,168 +31%
LPL Financial
3
LPL Financial
California
$5.2M +$834K +22,067 +19%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.16M +$296K +7,842 +10%
Bank of America
5
Bank of America
North Carolina
$3.15M +$2.8M +73,993 +779%
MSFS
6
Main Street Financial Solutions
Pennsylvania
$2.44M +$598K +15,839 +33%
TCWM
7
Total Clarity Wealth Management
Illinois
$2.43M -$1.57M -41,548 -39%
EAM
8
Empirical Asset Management
Massachusetts
$2.32M -$119K -3,155 -5%
NA
9
NewEdge Advisors
Louisiana
$2.13M -$30.3K -801 -1%
IFWM
10
Institute for Wealth Management
Colorado
$1.53M -$10K -265 -0.7%
SAM
11
Synergy Asset Management
Washington
$1.51M – – –
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.47M -$147K -3,892 -9%
PWM
13
Palumbo Wealth Management
New York
$1.47M -$16.4K -433 -1%
AR
14
Apeiron RIA
Texas
$1.28M +$1.28M +33,875 New
Raymond James Financial
15
Raymond James Financial
Florida
$1.2M +$1.2M +31,825 New
OPS
16
Orion Portfolio Solutions
Nebraska
$680K +$98.5K +2,606 +17%
BCI
17
Brinker Capital Investments
Pennsylvania
$680K +$98.5K +2,606 +17%
GIM
18
Grassi Investment Management
California
$569K +$755 +20 +0.1%
DWM
19
DKM Wealth Management
California
$541K +$541K +14,319 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$539K -$680 -18 -0.1%
HI
21
Harbour Investments
Wisconsin
$452K -$6.46K -171 -1%
RWM
22
Ritholtz Wealth Management
New York
$275K +$5.78K +153 +2%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$235K +$235K +6,222 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$231K +$231K +6,106 New
Goldman Sachs
25
Goldman Sachs
New York
$229K – – –
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