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Virtus Terranova US Quality Momentum ETF

50 hedge funds and large institutions have $117M invested in Virtus Terranova US Quality Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

19% more funds holding

Funds holding: 4250 (+8)

5% more capital invested

Capital invested by funds: $111M → $117M (+$6.08M)

1.93% more ownership

Funds ownership: 47.87%49.8% (+1.9%)

Holders
50
Holders Change
+8
Holders Change %
+19.05%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
20
Reduced
13
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
$30.1M +$4.43M +104,490 +17%
Wells Fargo
2
Wells Fargo
California
$21.1M +$909K +21,442 +4%
LPL Financial
3
LPL Financial
California
$15.7M +$7.46M +176,037 +89%
Bank of America
4
Bank of America
North Carolina
$6.29M -$1.95M -45,933 -23%
Raymond James Financial
5
Raymond James Financial
Florida
$4.96M -$277K -6,534 -5%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$4.68M +$1.34M +31,657 +40%
MSFS
7
Main Street Financial Solutions
Pennsylvania
$4.51M +$286K +6,747 +7%
NA
8
NewEdge Advisors
Louisiana
$3.97M -$2.68M -63,227 -40%
AR
9
Apeiron RIA
Texas
$2.73M +$140K +3,305 +5%
CWRP
10
Cassady Wealth & Retirement Planning
Nevada
$2.62M +$2.64M +62,348 New
Osaic Holdings
11
Osaic Holdings
Arizona
$2.32M -$1.72M -40,511 -42%
TCWM
12
Total Clarity Wealth Management
Illinois
$1.99M +$102K +2,410 +5%
WMP
13
Wealth Management Partners
Arizona
$1.74M +$283K +6,690 +19%
IFWM
14
Institute for Wealth Management
Colorado
$1.55M -$10.1K -238 -0.6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.51M +$559K +13,196 +58%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.33M -$13.6K -320 -1%
PWM
17
Palumbo Wealth Management
New York
$1.24M -$117K -2,759 -9%
BFG
18
Bleakley Financial Group
New Jersey
$1.09M +$53.2K +1,255 +5%
BCI
19
Brinker Capital Investments
Pennsylvania
$1.08M +$24.2K +571 +2%
DWM
20
DKM Wealth Management
California
$543K -$62.6K -1,478 -10%
RWM
21
Ritholtz Wealth Management
New York
$515K
HI
22
Harbour Investments
Wisconsin
$511K +$14.7K +347 +3%
Creative Planning
23
Creative Planning
Kansas
$507K -$8.47K -200 -2%
EAM
24
Empirical Asset Management
Massachusetts
$476K -$794K -18,741 -62%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$435K +$10.4K +246 +2%

JOET Hedge Fund Activity: Q4 2025 in Review

50 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Virtus Terranova US Quality Momentum ETF (JOET) for Q4 2025, worth a combined $117M — up 5.5% from $111M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JOET positions and 3 closed out — a net gain of 8 holders — while 20 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.46M. The largest seller was MML Investors Services, exiting entirely with an estimated $3.04M sold.

  • 50 institutional investors held Virtus Terranova US Quality Momentum ETF (JOET) as of Q4 2025, up from 42 in Q3 2025.
  • Funds reported $117M of Virtus Terranova US Quality Momentum ETF stock for Q4 2025, up 5.5% quarter-over-quarter.
  • 11 funds opened new Virtus Terranova US Quality Momentum ETF positions in Q4 2025 and 3 closed out, a net change of +8 holders.
  • The largest Virtus Terranova US Quality Momentum ETF buyer in Q4 2025 was LPL Financial, an estimated $7.46M added.
  • The largest Virtus Terranova US Quality Momentum ETF seller in Q4 2025 was MML Investors Services, an estimated $3.04M sold.

Based on aggregated 13F filings for Q4 2025.