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Virtus Terranova US Quality Momentum ETF
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Overview Fund Activity

35 hedge funds and large institutions have $67.3M invested in Virtus Terranova US Quality Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$11.6M
2
Bank of America
Bank of America
North Carolina
$7.62M
3
Raymond James Financial
Raymond James Financial
Florida
$4.24M
4
NA
NewEdge Advisors
Louisiana
$4.52M
5
Wells Fargo
Wells Fargo
California
$11.1M

Top Sellers

1
SAM
Synergy Asset Management
Washington
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$298K
3
Osaic Holdings
Osaic Holdings
Arizona
$2.17M
4
AWS
Atria Wealth Solutions
New York
$0
5
PWM
Palumbo Wealth Management
New York
$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.6M +$5.18M +141,675 +80%
Wells Fargo
2
Wells Fargo
California
$11.1M +$1.41M +38,444 +15%
Bank of America
3
Bank of America
North Carolina
$7.62M +$4.56M +124,824 +150%
LPL Financial
4
LPL Financial
California
$4.95M -$83.6K -2,287 -2%
NA
5
NewEdge Advisors
Louisiana
$4.52M +$2.46M +67,158 +119%
Raymond James Financial
6
Raymond James Financial
Florida
$4.24M +$3.08M +84,226 +265%
MSFS
7
Main Street Financial Solutions
Pennsylvania
$3.29M +$934K +25,545 +40%
TCWM
8
Total Clarity Wealth Management
Illinois
$2.43M – – –
EAM
9
Empirical Asset Management
Massachusetts
$2.3M +$47.4K +1,297 +2%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.17M -$894K -24,457 -29%
AR
11
Apeiron RIA
Texas
$1.74M +$503K +13,762 +41%
IFWM
12
Institute for Wealth Management
Colorado
$1.48M – – –
PWM
13
Palumbo Wealth Management
New York
$1.33M -$92.8K -2,538 -7%
Citadel Advisors
14
Citadel Advisors
Florida
$1.18M +$1.18M +32,179 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.17M +$646K +17,653 +124%
BCI
16
Brinker Capital Investments
Pennsylvania
$914K +$256K +7,003 +39%
OPS
17
Orion Portfolio Solutions
Nebraska
$914K +$256K +7,003 +39%
DWM
18
DKM Wealth Management
California
$576K +$52K +1,423 +10%
GIM
19
Grassi Investment Management
California
$549K -$2.56K -70 -0.5%
AFM
20
Armstrong Fleming & Moore
District of Columbia
$470K +$470K +12,856 New
HI
21
Harbour Investments
Wisconsin
$438K – – –
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$413K +$190K +5,189 +85%
RWM
23
Ritholtz Wealth Management
New York
$329K +$63.3K +1,732 +24%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$298K -$1.13M -30,792 -79%
KAS
25
Kestra Advisory Services
Texas
$275K +$275K +7,522 New
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