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Virtus Terranova U.S. Quality Momentum ETF (JOET) Institutional Ownership

$39.51 -0.45 (-1.13%)
(As of 12/17/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for Virtus Terranova U.S. Quality Momentum ETF (NASDAQ:JOET)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$10.87M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$4.09M
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JOET Institutional Buying and Selling by Quarter

Virtus Terranova U.S. Quality Momentum ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Orion Portfolio Solutions LLC15,386$566K0.0%+14.3%0.446%
11/6/2024 Main Street Financial Solutions LLC48,627$1.79M0.2%+52.5%1.216%
11/5/2024 Harbour Investments Inc.12,136$446K0.0%-9.1%0.303%
10/31/2024 Financial Enhancement Group LLC149,141$5.49M1.0%N/A4.519%
10/28/2024 Palumbo Wealth Management LLC39,277$1.45M0.6%-1.0%1.190%
10/23/2024 Grassi Investment Management15,050$554K0.0%-2.6%0.449%
10/11/2024 Empirical Asset Management LLC64,636$2.38M0.3%+179.3%1.959%
8/16/2024 NewEdge Advisors LLC129,338$4.44M0.0%-3.3%3.919%
8/9/2024 Total Clarity Wealth Management Inc.97,946$3.36M1.2%+1.5%2.968%
8/8/2024 Main Street Financial Solutions LLC31,892$1.10M0.1%+7.6%0.966%
8/1/2024 Ritholtz Wealth Management7,000$240K0.0%N/A0.219%
5/17/2024 Comerica Bank2,000$69K0.0%N/A0.063%
5/2/2024 Mutual Advisors LLC89,289$3.07M0.1%+298.2%2.790%
4/11/2024 DHJJ Financial Advisors Ltd.2,625$90K0.0%+123.4%0.085%
2/9/2024 Milestone Investment Advisors LLC4,245$130K0.0%-94.4%0.157%
2/8/2024 Main Street Financial Solutions LLC12,150$373K0.0%N/A0.450%
1/24/2024 Total Clarity Wealth Management Inc.60,061$1.84M0.8%+0.6%2.224%
1/22/2024 Zimmermann Investment Management & Planning LLC15,549$477K0.2%-71.5%0.576%
1/22/2024 Palumbo Wealth Management LLC51,744$1.59M0.8%-15.3%1.916%
1/16/2024Raymond James & Associates27,043$830K0.0%-11.5%1.002%
1/12/2024 Mutual Advisors LLC22,425$688K0.0%-12.3%0.815%
11/14/2023 Mutual Advisors LLC25,568$713K0.0%-4.1%0.812%
11/8/2023 Milestone Investment Advisors LLC75,327$2.10M0.6%-2.8%2.391%
10/31/2023 Zimmermann Investment Management & Planning LLC54,624$1.52M0.7%-84.2%1.734%
10/25/2023 Total Clarity Wealth Management Inc.59,676$1.66M0.8%+6.1%1.865%
10/16/2023 Palumbo Wealth Management LLC61,093$1.70M0.9%+63.1%1.880%
10/10/2023 DHJJ Financial Advisors Ltd.1,152$32K0.0%N/A0.035%
8/2/2023 Milestone Investment Advisors LLC77,459$2.23M0.7%-1.8%2.278%
7/31/2023 LPL Financial LLC44,014$1.27M0.0%-32.4%1.295%
7/31/2023 Mutual Advisors LLC26,660$767K0.0%N/A0.784%
7/26/2023 Palumbo Wealth Management LLC37,462$1.08M0.7%-1.2%1.070%
7/26/2023 Institute for Wealth Management LLC.42,395$1.22M0.2%-1.2%1.211%
7/25/2023Raymond James & Associates30,859$888K0.0%-7.0%0.882%
7/18/2023Cutler Group LLC CA1,000$28K0.0%N/A0.028%
7/13/2023 Zimmermann Investment Management & Planning LLC345,267$9.93M4.6%+18.4%9.726%
7/11/2023 Grassi Investment Management15,187$437K0.0%-7.9%0.428%
5/17/2023 Financial Enhancement Group LLC149,141$4.00M0.8%-10.8%3.824%
5/11/2023 Cambridge Investment Research Advisors Inc.86,603$2.38M0.0%-2.9%2.221%
5/4/2023 Palumbo Wealth Management LLC37,911$1.04M0.7%+5.6%0.972%
5/4/2023 Total Clarity Wealth Management Inc.51,328$1.41M0.8%-1.5%1.316%
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4/27/2023 DAVENPORT & Co LLC7,500$206K0.0%-21.1%0.190%
4/25/2023 Zimmermann Investment Management & Planning LLC291,660$8.02M4.2%+119.1%7.384%
4/24/2023Ahrens Investment Partners LLC188,978$5.20M2.6%-24.6%4.784%
4/20/2023 Institute for Wealth Management LLC.42,895$1.18M0.2%+39.1%1.086%
4/14/2023Raymond James & Associates33,192$913K0.0%N/A0.830%
4/11/2023 Grassi Investment Management16,487$454K0.1%-5.3%0.412%
3/15/2023 Milestone Investment Advisors LLC75,808$2.03M0.7%N/A1.895%
2/9/2023 Financial Enhancement Group LLC167,202$4.68M0.9%N/A4.180%
2/9/2023Ahrens Investment Partners LLC250,556$6.70M3.0%-1.7%6.264%
2/8/2023 Cambridge Investment Research Advisors Inc.89,169$2.38M0.0%N/A2.229%
2/7/2023 LPL Financial LLC48,156$1.29M0.0%+53.7%1.204%
2/3/2023 Total Clarity Wealth Management Inc.52,134$1.39M0.7%N/A1.303%
2/2/2023 Institute for Wealth Management LLC.30,832$824K0.2%N/A0.771%
1/20/2023 Zimmermann Investment Management & Planning LLC133,142$3.56M2.1%+477.6%3.414%
11/14/2022 Palumbo Wealth Management LLC23,483$577K0.5%+11.8%0.712%
11/8/2022Ahrens Investment Partners LLC254,890$6.26M3.3%+103.9%7.724%
11/3/2022 Mutual Advisors LLC22,634$556K0.0%N/A0.686%
11/1/2022 Zimmermann Investment Management & Planning LLC23,051$566K0.4%N/A0.688%
10/12/2022 Grassi Investment Management17,387$427K0.1%-40.5%0.535%
10/11/2022 DAVENPORT & Co LLC9,500$233K0.0%N/A0.292%
8/12/2022 Palumbo Wealth Management LLC21,007$527K0.4%+85.2%0.656%
8/8/2022 Oppenheimer & Co. Inc.9,487$238K0.0%-12.1%0.296%
8/2/2022Ahrens Investment Partners LLC125,029$3.14M1.4%+2,848.8%3.907%
7/29/2022 Total Clarity Wealth Management Inc.4,237$106K0.1%N/A0.132%
7/12/2022 Grassi Investment Management29,212$733K0.1%-9.6%0.913%
5/12/2022 Oppenheimer & Co. Inc.10,793$324K0.0%+19.5%0.300%
5/10/2022 Palumbo Wealth Management LLC11,341$341K0.2%N/A0.311%
5/9/2022 Scotia Capital Inc.110,452$3.32M0.0%N/A3.026%
5/9/2022 Mutual Advisors LLC122,804$3.69M0.2%+10.5%3.364%
5/4/2022Commonwealth Equity Services LLC12,157$365K0.0%+81.3%0.329%
4/28/2022Ahrens Investment Partners LLC4,240$127K0.0%-97.3%0.115%
4/12/2022 Grassi Investment Management32,312$971K0.1%+3.4%0.850%
2/14/2022 IPG Investment Advisors LLC6,325$209K0.0%N/A0.149%
2/14/2022 Wolverine Trading LLC9,095$301K0.0%N/A0.214%
2/14/2022 Mutual Advisors LLC111,169$3.67M0.2%-3.0%2.616%
2/8/2022Raymond James & Associates16,977$560K0.0%N/A0.404%
2/3/2022 Advisor Group Holdings Inc.18,364$606K0.0%+32.6%0.437%
2/3/2022 Total Clarity Wealth Management Inc.4,137$137K0.1%+407.6%0.099%
2/2/2022 Oppenheimer & Co. Inc.9,031$298K0.0%-9.4%0.215%
1/31/2022Commonwealth Equity Services LLC6,707$221K0.0%N/A0.149%
1/27/2022 Janney Montgomery Scott LLC8,485$280K0.0%-4.5%0.193%
1/21/2022Ahrens Investment Partners LLC154,807$5.11M2.3%+15.0%3.518%
1/13/2022 Grassi Investment Management31,262$1.03M0.1%+24.5%0.711%
1/10/2022 Patriot Financial Group Insurance Agency LLC1,450$48K0.0%N/A0.033%
11/12/2021 Oppenheimer & Co. Inc.9,964$295K0.0%N/A0.302%
11/5/2021 Advisor Group Holdings Inc.13,846$410K0.0%+209.1%0.426%
10/29/2021 Janney Montgomery Scott LLC8,887$263K0.0%N/A0.282%
10/28/2021Ahrens Investment Partners LLC134,620$3.98M1.9%+111.9%4.274%
10/12/2021 Grassi Investment Management25,110$742K0.1%+7.3%0.797%
8/13/2021 LPL Financial LLC7,905$230K0.0%N/A0.277%
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8/12/2021 Advisory Services Network LLC1,050$31K0.0%N/A0.038%
8/11/2021 Susquehanna International Group LLP33,223$967K0.0%+299.7%1.187%
8/2/2021 Advisor Group Holdings Inc.4,479$130K0.0%+199.2%0.160%
7/29/2021Ahrens Investment Partners LLC63,525$1.85M0.9%N/A2.269%
5/18/2021 Citadel Advisors LLC23,682$630K0.0%+4.0%0.911%
5/18/2021 Jane Street Group LLC9,602$256K0.0%-16.4%0.362%
5/17/2021 Royal Bank of Canada160,161$4.26M0.0%N/A6.044%
5/12/2021 UBS Group AG3,948$105K0.0%N/A0.149%
4/26/2021 Arkadios Wealth Advisors1,500$39K0.0%+200.0%0.056%
4/12/2021 Grassi Investment Management23,950$637K0.1%+46.7%0.871%
(Data available from 1/1/2016 forward)

JOET Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JOET shares?

During the previous two years, 22 institutional investors and hedge funds held shares of Virtus Terranova U.S. Quality Momentum ETF. The most heavily invested institutionals were Financial Enhancement Group LLC ($5.49M), Ahrens Investment Partners LLC ($5.20M), NewEdge Advisors LLC ($4.44M), Total Clarity Wealth Management Inc. ($3.36M), Mutual Advisors LLC ($3.07M), Cambridge Investment Research Advisors Inc. ($2.38M), and Empirical Asset Management LLC ($2.38M).Learn more on JOET's institutional investors.

Which institutional investors have been buying Virtus Terranova U.S. Quality Momentum ETF stock?

Of the 17 institutional investors that purchased Virtus Terranova U.S. Quality Momentum ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Zimmermann Investment Management & Planning LLC ($322.22K), Financial Enhancement Group LLC ($316.34K), Mutual Advisors LLC ($93.52K), Cambridge Investment Research Advisors Inc. ($89.17K), Milestone Investment Advisors LLC ($75.81K), Total Clarity Wealth Management Inc. ($57.38K), and Institute for Wealth Management LLC. ($42.90K).

How much institutional buying is happening at Virtus Terranova U.S. Quality Momentum ETF?

Institutional investors have bought a total of 1,160,163 shares in the last 24 months. This purchase volume represents approximately $54.28M in transactions.

Which Virtus Terranova U.S. Quality Momentum ETF major shareholders have been selling company stock?

Of the 15 institutional investors that sold Virtus Terranova U.S. Quality Momentum ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Zimmermann Investment Management & Planning LLC ($329.72K), Milestone Investment Advisors LLC ($74.66K), Ahrens Investment Partners LLC ($65.91K), LPL Financial LLC ($21.09K), Financial Enhancement Group LLC ($18.06K), Palumbo Wealth Management LLC ($10.19K), and Raymond James & Associates ($5.83K).

How much institutional selling is happening at Virtus Terranova U.S. Quality Momentum ETF?

Institutional investors have sold a total of 543,775 shares in the last 24 months. This volume of shares sold represents approximately $18.03M in transactions.


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This page (NASDAQ:JOET) was last updated on 12/18/2024 by MarketBeat.com Staff
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