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

$39.36 +0.33 (+0.85%)
As of 01/17/2025 03:58 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$12.15M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$4.01M
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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
1/17/2025Apeiron RIA LLC33,875$1.28M0.4%N/A0.858%
1/15/2025 Empirical Asset Management LLC61,481$2.32M0.1%-4.9%1.556%
11/15/2024Orion Portfolio Solutions LLC15,386$566K0.0%+14.3%0.446%
11/6/2024Main Street Financial Solutions LLC48,627$1.79M0.2%+52.5%1.216%
11/5/2024Harbour Investments Inc.12,136$446K0.0%-9.1%0.303%
10/31/2024 Financial Enhancement Group LLC149,141$5.49M1.0%N/A4.519%
10/28/2024Palumbo 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%
8/16/2024NewEdge Advisors LLC129,338$4.44M0.0%-3.3%3.919%
8/9/2024Total Clarity Wealth Management Inc.97,946$3.36M1.2%+1.5%2.968%
8/8/2024Main Street Financial Solutions LLC31,892$1.10M0.1%+7.6%0.966%
8/1/2024 Ritholtz Wealth Management7,000$240K0.0%N/A0.219%
5/17/2024Comerica Bank2,000$69K0.0%N/A0.063%
5/2/2024Mutual Advisors LLC89,289$3.07M0.1%+298.2%2.790%
4/11/2024DHJJ Financial Advisors Ltd.2,625$90K0.0%+123.4%0.085%
2/9/2024Milestone Investment Advisors LLC4,245$130K0.0%-94.4%0.157%
2/8/2024Main Street Financial Solutions LLC12,150$373K0.0%N/A0.450%
1/24/2024Total Clarity Wealth Management Inc.60,061$1.84M0.8%+0.6%2.224%
1/22/2024Zimmermann Investment Management & Planning LLC15,549$477K0.2%-71.5%0.576%
1/22/2024Palumbo Wealth Management LLC51,744$1.59M0.8%-15.3%1.916%
1/16/2024Raymond James & Associates27,043$830K0.0%-11.5%1.002%
1/12/2024Mutual Advisors LLC22,425$688K0.0%-12.3%0.815%
11/14/2023Mutual Advisors LLC25,568$713K0.0%-4.1%0.812%
11/8/2023Milestone Investment Advisors LLC75,327$2.10M0.6%-2.8%2.391%
10/31/2023Zimmermann Investment Management & Planning LLC54,624$1.52M0.7%-84.2%1.734%
10/25/2023Total Clarity Wealth Management Inc.59,676$1.66M0.8%+6.1%1.865%
10/16/2023Palumbo Wealth Management LLC61,093$1.70M0.9%+63.1%1.880%
10/10/2023DHJJ Financial Advisors Ltd.1,152$32K0.0%N/A0.035%
8/2/2023Milestone Investment Advisors LLC77,459$2.23M0.7%-1.8%2.278%
7/31/2023LPL Financial LLC44,014$1.27M0.0%-32.4%1.295%
7/31/2023Mutual Advisors LLC26,660$767K0.0%N/A0.784%
7/26/2023Palumbo Wealth Management LLC37,462$1.08M0.7%-1.2%1.070%
7/26/2023Institute 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%
7/13/2023Zimmermann 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%
5/11/2023Cambridge Investment Research Advisors Inc.86,603$2.38M0.0%-2.9%2.221%
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5/4/2023Palumbo Wealth Management LLC37,911$1.04M0.7%+5.6%0.972%
5/4/2023Total Clarity Wealth Management Inc.51,328$1.41M0.8%-1.5%1.316%
4/27/2023DAVENPORT & Co LLC7,500$206K0.0%-21.1%0.190%
4/25/2023Zimmermann 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%
4/20/2023Institute 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%
3/15/2023Milestone 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%
2/8/2023Cambridge Investment Research Advisors Inc.89,169$2.38M0.0%N/A2.229%
2/7/2023LPL Financial LLC48,156$1.29M0.0%+53.7%1.204%
2/3/2023Total Clarity Wealth Management Inc.52,134$1.39M0.7%N/A1.303%
2/2/2023Institute for Wealth Management LLC.30,832$824K0.2%N/A0.771%
1/20/2023Zimmermann Investment Management & Planning LLC133,142$3.56M2.1%+477.6%3.414%
11/14/2022Palumbo Wealth Management LLC23,483$577K0.5%+11.8%0.712%
11/8/2022Ahrens Investment Partners LLC254,890$6.26M3.3%+103.9%7.724%
11/3/2022Mutual Advisors LLC22,634$556K0.0%N/A0.686%
11/1/2022Zimmermann Investment Management & Planning LLC23,051$566K0.4%N/A0.688%
10/12/2022 Grassi Investment Management17,387$427K0.1%-40.5%0.535%
10/11/2022DAVENPORT & Co LLC9,500$233K0.0%N/A0.292%
8/12/2022Palumbo Wealth Management LLC21,007$527K0.4%+85.2%0.656%
8/8/2022Oppenheimer & 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%
7/29/2022Total Clarity Wealth Management Inc.4,237$106K0.1%N/A0.132%
7/12/2022 Grassi Investment Management29,212$733K0.1%-9.6%0.913%
5/12/2022Oppenheimer & Co. Inc.10,793$324K0.0%+19.5%0.300%
5/10/2022Palumbo Wealth Management LLC11,341$341K0.2%N/A0.311%
5/9/2022Scotia Capital Inc.110,452$3.32M0.0%N/A3.026%
5/9/2022Mutual 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%
2/14/2022IPG Investment Advisors LLC6,325$209K0.0%N/A0.149%
2/14/2022Wolverine Trading LLC9,095$301K0.0%N/A0.214%
2/14/2022Mutual Advisors LLC111,169$3.67M0.2%-3.0%2.616%
2/8/2022Raymond James & Associates16,977$560K0.0%N/A0.404%
2/3/2022Advisor Group Holdings Inc.18,364$606K0.0%+32.6%0.437%
2/3/2022Total Clarity Wealth Management Inc.4,137$137K0.1%+407.6%0.099%
2/2/2022Oppenheimer & Co. Inc.9,031$298K0.0%-9.4%0.215%
1/31/2022Commonwealth Equity Services LLC6,707$221K0.0%N/A0.149%
1/27/2022Janney 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%
1/10/2022Patriot Financial Group Insurance Agency LLC1,450$48K0.0%N/A0.033%
11/12/2021Oppenheimer & Co. Inc.9,964$295K0.0%N/A0.302%
11/5/2021Advisor Group Holdings Inc.13,846$410K0.0%+209.1%0.426%
10/29/2021Janney Montgomery Scott LLC8,887$263K0.0%N/A0.282%
10/28/2021Ahrens Investment Partners LLC134,620$3.98M1.9%+111.9%4.274%
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10/12/2021 Grassi Investment Management25,110$742K0.1%+7.3%0.797%
8/13/2021LPL Financial LLC7,905$230K0.0%N/A0.277%
8/12/2021Advisory Services Network LLC1,050$31K0.0%N/A0.038%
8/11/2021Susquehanna International Group LLP33,223$967K0.0%+299.7%1.187%
8/2/2021Advisor Group Holdings Inc.4,479$130K0.0%+199.2%0.160%
7/29/2021Ahrens Investment Partners LLC63,525$1.85M0.9%N/A2.269%
5/18/2021Citadel Advisors LLC23,682$630K0.0%+4.0%0.911%
5/18/2021Jane Street Group LLC9,602$256K0.0%-16.4%0.362%
5/17/2021Royal Bank of Canada160,161$4.26M0.0%N/A6.044%
5/12/2021UBS Group AG3,948$105K0.0%N/A0.149%
(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, 23 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 ($2.32M).Learn more on JOET's institutional investors.

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

Of the 18 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 1,194,038 shares in the last 24 months. This purchase volume represents approximately $55.56M in transactions.

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

Of the 16 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 546,930 shares in the last 24 months. This volume of shares sold represents approximately $18.15M in transactions.


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This page (NASDAQ:JOET) was last updated on 1/18/2025 by MarketBeat.com Staff
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