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Virtus Terranova US Quality Momentum ETF

40 hedge funds and large institutions have $85.3M invested in Virtus Terranova US Quality Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
18
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.6M +$2.63M +64,236 +20%
Wells Fargo
2
Wells Fargo
California
$14.4M +$2.03M +49,658 +16%
Bank of America
3
Bank of America
North Carolina
$7.69M -$835K -20,411 -10%
NA
4
NewEdge Advisors
Louisiana
$6.33M +$1.28M +31,334 +25%
LPL Financial
5
LPL Financial
California
$5.83M +$287K +7,005 +5%
Raymond James Financial
6
Raymond James Financial
Florida
$4.85M +$102K +2,486 +2%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.91M +$1.58M +40,324 +68%
MSFS
8
Main Street Financial Solutions
Pennsylvania
$3.72M +$35.7K +873 +1%
EAM
9
Empirical Asset Management
Massachusetts
$2.6M +$29.4K +718 +1%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.26M +$1.93M +47,216 +579%
AR
11
Apeiron RIA
Texas
$2.26M +$315K +7,691 +16%
TCWM
12
Total Clarity Wealth Management
Illinois
$1.86M -$776K -18,978 -29%
IFWM
13
Institute for Wealth Management
Colorado
$1.61M -$45K -1,100 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.5M +$193K +4,732 +15%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.45M +$1.45M +35,447 New
PWM
16
Palumbo Wealth Management
New York
$1.44M -$44K -1,075 -3%
WMP
17
Wealth Management Partners
Arizona
$1.15M +$1.15M +27,965 New
BCI
18
Brinker Capital Investments
Pennsylvania
$1.02M +$2.21K +54 +0.2%
BFG
19
Bleakley Financial Group
New Jersey
$921K +$921K +22,510 New
DWM
20
DKM Wealth Management
California
$609K -$34.8K -850 -5%
RWM
21
Ritholtz Wealth Management
New York
$501K +$133K +3,250 +36%
GIM
22
Grassi Investment Management
California
$485K -$129K -3,145 -21%
HI
23
Harbour Investments
Wisconsin
$483K -$6.3K -154 -1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$473K +$11K +268 +2%
Jane Street
25
Jane Street
New York
$362K +$362K +8,855 New