Virtus Terranova US Quality Momentum ETF
JOET
36 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 6 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 3 closing their positions.
280% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 5
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
32% more capital invested
Capital invested by funds: $50.9M → $67.3M (+$16.4M)
9% more funds holding
Funds holding: 33 → 36 (+3)
5.85% more ownership
Funds ownership: 35% → 40.85% (+5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.45M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.8M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$3.24M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$2.59M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$1.51M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.19M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$941K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$202K |
| 5 |
PWM
Palumbo Wealth Management
Great Neck,
New York
|
-$97.7K |
JOET Hedge Fund Activity: Q1 2025 in Review
36 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Virtus Terranova US Quality Momentum ETF (JOET) for Q1 2025, worth a combined $67.3M — up 32% from $50.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JOET positions and 3 closed out — a net gain of 3 holders — while 19 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.45M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $1.51M sold.
- 36 institutional investors held Virtus Terranova US Quality Momentum ETF (JOET) as of Q1 2025, up from 33 in Q4 2024.
- Funds reported $67.3M of Virtus Terranova US Quality Momentum ETF stock for Q1 2025, up 32% quarter-over-quarter.
- 6 funds opened new Virtus Terranova US Quality Momentum ETF positions in Q1 2025 and 3 closed out, a net change of +3 holders.
- The largest Virtus Terranova US Quality Momentum ETF buyer in Q1 2025 was Morgan Stanley, an estimated $5.45M added.
- The largest Virtus Terranova US Quality Momentum ETF seller in Q1 2025 was Synergy Asset Management, an estimated $1.51M sold.
Based on aggregated 13F filings for Q1 2025.