V
Virtus Terranova U.S. Quality Momentum
JOET • ARCA
Virtus Terranova U.S. Quality Momentum is an exchange-traded fund on ARCA. As of Q3 2025, 43 institutional investors hold shares in this ETF, with total holdings valued at $111.1M. MORGAN STANLEY is the largest holder with a position valued at $26.3M.
Overview
Overview of institutional ownership in JOET as of Q3 2025
All Institutions
- Institutions
- 43
- Value Held
- $111.1M
- Shares Held
- 2.6M
- Avg Position
- $2.6M
- Median Position
- $619.3K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $842.2K
- Shares Held
- 19.6K
- Avg Position
- $842.2K
- Median Position
- $842.2K
Biggest Investors
Institutions with the largest positions in JOET as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $26.3M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $20.7M 0.00% of portfolio |
L LPL Financial LLC Institution | $8.5M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $8.4M 0.00% of portfolio |
 Goss Wealth Management LLC RIA/Wealth | $6.8M 0.03% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $5.4M 0.00% of portfolio |
 Main Street Financial Solutions, LLC RIA/Wealth | $4.3M 0.28% of portfolio |
A Advisor Group Holdings, Inc. Institution | $4.1M 0.01% of portfolio |
$3.4M 0.01% of portfolio | |
 MML INVESTORS SERVICES, LLC RIA/Wealth | $3.0M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for JOET in Q3 2025
- Traded
- +$21.6M
- Buyers
- 25
- Sellers
- 17
- Total Bought
- +$26.2M
- Total Sold
- −$4.6M
- Avg Position
- $2.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
MORGAN STANLEY RIA/Wealth | +$9.9M +229.7K shares |
WELLS FARGO & COMPANY/MN Institution | +$5.6M +129.5K shares |
+$2.9M +68.1K shares | |
L LPL Financial LLC Institution | +$2.4M +55.7K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | +$1.5M +35.3K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$842.2K +19.6K shares |
 Creative Planning RIA/Wealth | +$527.6K +12.3K shares |
Main Street Financial Solutions, LLC RIA/Wealth | +$414.3K +9.6K shares |
BANK OF AMERICA CORP /DE/ Institution | +$337.0K +7.8K shares |
 Wealth Management Partners, LLC RIA/Wealth | +$294.0K +6.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Empirical Asset Management, LLC RIA/Wealth | −$1.4M −33.4K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$1.0M −23.3K shares |
R ROYAL BANK OF CANADA Institution | −$597.1K −13.9K shares |
A Advisor Group Holdings, Inc. Institution | −$435.9K −10.3K shares |
J JANE STREET GROUP, LLC Institution | −$362.2K −8.9K shares |
 GOLDMAN SACHS GROUP INC Institution | −$247.7K −6.1K shares |
 UBS Group AG Institution | −$200.5K −4.9K shares |
 Palumbo Wealth Management LLC RIA/Wealth | −$131.9K −3.1K shares |
 Institute for Wealth Management, LLC. RIA/Wealth | −$93.9K −2.2K shares |
D DKM Wealth Management, Inc. RIA/Wealth | −$21.2K −492.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited JOET in Q3 2025
- New Positions
- 2
- New Value
- $808.2K
- Exited Positions
- 5
- Exited Value
- $830.6K
New Positions
| Institution | Position Value |
|---|---|
Creative Planning RIA/Wealth | $527.6K 12.3K shares |
O O'ROURKE & COMPANY, Inc RIA/Wealth | $280.6K 6.5K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
J JANE STREET GROUP, LLC Institution | $362.2K 8.9K shares |
GOLDMAN SACHS GROUP INC Institution | $247.7K 6.1K shares |
UBS Group AG Institution | $200.5K 4.9K shares |
 PNC FINANCIAL SERVICES GROUP, INC. Institution | $15.8K 386.0 shares |
 Ameritas Advisory Services, LLC RIA/Wealth | $4.5K 111.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in JOET as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with JOET as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 Apeiron RIA LLC RIA/Wealth | 0.61% $2.6M |
D DKM Wealth Management, Inc. RIA/Wealth | 0.56% $619.3K |
 Total Clarity Wealth Management, Inc. RIA/Wealth | 0.51% $1.9M |
Wealth Management Partners, LLC RIA/Wealth | 0.48% $1.5M |
Palumbo Wealth Management LLC RIA/Wealth | 0.44% $1.4M |
Empirical Asset Management, LLC RIA/Wealth | 0.37% $1.3M |
Main Street Financial Solutions, LLC RIA/Wealth | 0.28% $4.3M |
Institute for Wealth Management, LLC. RIA/Wealth | 0.17% $1.6M |
O O'ROURKE & COMPANY, Inc RIA/Wealth | 0.12% $280.6K |
 Triumph Capital Management RIA/Wealth | 0.08% $328.4K |
Hedge Fund Spotlight
Discover hedge funds investing in JOET
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
V
Position in Virtus Terranova U.S. Quality Momentum
- Market Value
- $842.2K
- Shares Held
- 19.6K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
