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Virtus Terranova US Quality Momentum ETF

52 hedge funds and large institutions have $111M invested in Virtus Terranova US Quality Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

4% more funds holding

Funds holding: 5052 (+2)

0.15% more ownership

Funds ownership: 49.8%49.96% (+0.15%)

5% less capital invested

Capital invested by funds: $117M → $111M (-$5.95M)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
15
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$27.3M -$1.47M -35,045 -5%
Wells Fargo
2
Wells Fargo
California
$18.3M -$1.9M -45,133 -9%
LPL Financial
3
LPL Financial
California
$17M +$2.15M +51,063 +14%
Bank of America
4
Bank of America
North Carolina
$6.48M +$512K +12,184 +8%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.63M +$178K +4,228 +4%
Raymond James Financial
6
Raymond James Financial
Florida
$4.43M -$309K -7,356 -6%
CWRP
7
Cassady Wealth & Retirement Planning
Nevada
$3.65M +$954K +22,703 +36%
NA
8
NewEdge Advisors
Louisiana
$3.63M -$167K -3,980 -4%
AR
9
Apeiron RIA
Texas
$2.33M -$248K -5,904 -9%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.21M -$8.11K -193 -0.3%
WMP
11
Wealth Management Partners
Arizona
$2.13M +$492K +11,710 +28%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.01M +$772K +18,374 +58%
TCWM
13
Total Clarity Wealth Management
Illinois
$1.83M -$71.4K -1,699 -4%
IFWM
14
Institute for Wealth Management
Colorado
$1.47M -$3.74K -89 -0.2%
PWM
15
Palumbo Wealth Management
New York
$1.12M -$60.1K -1,430 -5%
BFG
16
Bleakley Financial Group
New Jersey
$1.11M +$78.4K +1,866 +7%
Two Sigma Investments
17
Two Sigma Investments
New York
$1.01M +$1.06M +25,300 New
BCI
18
Brinker Capital Investments
Pennsylvania
$988K -$44.5K -1,059 -4%
Citadel Advisors
19
Citadel Advisors
Florida
$984K +$598K +14,244 +138%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$853K -$615K -14,642 -41%
SAI
21
Savvy Advisors Inc
New York
$801K +$840K +20,005 New
HI
22
Harbour Investments
Wisconsin
$765K +$292K +6,953 +57%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$674K +$669K +15,917 +1,730%
RWM
24
Ritholtz Wealth Management
New York
$490K
ORC
25
O'Rourke & Company
Massachusetts
$480K +$83.8K +1,995 +20%

JOET Hedge Fund Activity: Q1 2026 in Review

52 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Virtus Terranova US Quality Momentum ETF (JOET) for Q1 2026, worth a combined $111M — down 5.1% from $117M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JOET positions and 8 closed out — a net gain of 4 holders — while 15 added to existing stakes and 19 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.15M. The largest seller was Wells Fargo, cutting an estimated $1.9M.

  • 52 institutional investors held Virtus Terranova US Quality Momentum ETF (JOET) as of Q1 2026, up from 50 in Q4 2025.
  • Funds reported $111M of Virtus Terranova US Quality Momentum ETF stock for Q1 2026, down 5.1% quarter-over-quarter.
  • 12 funds opened new Virtus Terranova US Quality Momentum ETF positions in Q1 2026 and 8 closed out, a net change of +4 holders.
  • The largest Virtus Terranova US Quality Momentum ETF buyer in Q1 2026 was LPL Financial, an estimated $2.15M added.
  • The largest Virtus Terranova US Quality Momentum ETF seller in Q1 2026 was Wells Fargo, an estimated $1.9M sold.

Based on aggregated 13F filings for Q1 2026.