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Virtus Terranova US Quality Momentum ETF

40 hedge funds and large institutions have $85.7M invested in Virtus Terranova US Quality Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

27% more capital invested

Capital invested by funds: $67.3M → $85.7M (+$18.4M)

11% more funds holding

Funds holding: 3640 (+4)

2.81% more ownership

Funds ownership: 40.85%43.66% (+2.8%)

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
18
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.6M +$2.44M +64,236 +20%
Wells Fargo
2
Wells Fargo
California
$14.4M +$1.88M +49,658 +16%
Bank of America
3
Bank of America
North Carolina
$7.69M -$774K -20,411 -10%
NA
4
NewEdge Advisors
Louisiana
$6.33M +$1.19M +31,334 +25%
LPL Financial
5
LPL Financial
California
$5.83M +$266K +7,005 +5%
Raymond James Financial
6
Raymond James Financial
Florida
$4.85M +$94.3K +2,486 +2%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.34M +$1.77M +46,744 +79%
MSFS
8
Main Street Financial Solutions
Pennsylvania
$3.72M +$33.1K +873 +1%
EAM
9
Empirical Asset Management
Massachusetts
$2.6M +$27.2K +718 +1%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.26M +$1.79M +47,216 +579%
AR
11
Apeiron RIA
Texas
$2.26M +$292K +7,691 +16%
TCWM
12
Total Clarity Wealth Management
Illinois
$1.86M -$720K -18,978 -29%
IFWM
13
Institute for Wealth Management
Colorado
$1.61M -$41.7K -1,100 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.5M +$180K +4,732 +15%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.45M +$1.34M +35,447 New
PWM
16
Palumbo Wealth Management
New York
$1.44M -$40.8K -1,075 -3%
WMP
17
Wealth Management Partners
Arizona
$1.15M +$1.06M +27,965 New
BCI
18
Brinker Capital Investments
Pennsylvania
$1.02M +$2.05K +54 +0.2%
BFG
19
Bleakley Financial Group
New Jersey
$921K +$854K +22,510 New
DWM
20
DKM Wealth Management
California
$609K -$32.2K -850 -5%
RWM
21
Ritholtz Wealth Management
New York
$501K +$123K +3,250 +36%
GIM
22
Grassi Investment Management
California
$485K -$119K -3,145 -21%
HI
23
Harbour Investments
Wisconsin
$483K -$5.84K -154 -1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$473K +$10.2K +268 +2%
Jane Street
25
Jane Street
New York
$362K +$336K +8,855 New

JOET Hedge Fund Activity: Q2 2025 in Review

40 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Virtus Terranova US Quality Momentum ETF (JOET) for Q2 2025, worth a combined $85.7M — up 27% from $67.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JOET positions and 3 closed out — a net gain of 5 holders — while 18 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.44M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.18M sold.

  • 40 institutional investors held Virtus Terranova US Quality Momentum ETF (JOET) as of Q2 2025, up from 36 in Q1 2025.
  • Funds reported $85.7M of Virtus Terranova US Quality Momentum ETF stock for Q2 2025, up 27% quarter-over-quarter.
  • 8 funds opened new Virtus Terranova US Quality Momentum ETF positions in Q2 2025 and 3 closed out, a net change of +5 holders.
  • The largest Virtus Terranova US Quality Momentum ETF buyer in Q2 2025 was Morgan Stanley, an estimated $2.44M added.
  • The largest Virtus Terranova US Quality Momentum ETF seller in Q2 2025 was Citadel Advisors, an estimated $1.18M sold.

Based on aggregated 13F filings for Q2 2025.