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Virtus Terranova US Quality Momentum ETF

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
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11.6M
Wells Fargo
2
Wells Fargo
California
$11.1M
Bank of America
3
Bank of America
North Carolina
$7.62M
LPL Financial
4
LPL Financial
California
$4.95M
NA
5
NewEdge Advisors
Louisiana
$4.52M
Raymond James Financial
6
Raymond James Financial
Florida
$4.24M
MSFS
7
Main Street Financial Solutions
Pennsylvania
$3.29M
TCWM
8
Total Clarity Wealth Management
Illinois
$2.43M
EAM
9
Empirical Asset Management
Massachusetts
$2.3M
Osaic Holdings
10
Osaic Holdings
Arizona
$2.17M
AR
11
Apeiron RIA
Texas
$1.74M
IFWM
12
Institute for Wealth Management
Colorado
$1.48M
PWM
13
Palumbo Wealth Management
New York
$1.33M
Citadel Advisors
14
Citadel Advisors
Florida
$1.18M
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.17M
OPS
16
Orion Portfolio Solutions
Nebraska
$914K
BCI
17
Brinker Capital Investments
Pennsylvania
$914K
DWM
18
DKM Wealth Management
California
$576K
GIM
19
Grassi Investment Management
California
$549K
AFM
20
Armstrong Fleming & Moore
District of Columbia
$470K
HI
21
Harbour Investments
Wisconsin
$438K
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$413K
RWM
23
Ritholtz Wealth Management
New York
$329K
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$298K
KAS
25
Kestra Advisory Services
Texas
$275K