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

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

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$12.39M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$17.52M
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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
4/11/2024 DHJJ Financial Advisors Ltd.2,625$90K0.0%+123.4%0.085%
2/9/2024Milestone Investment Advisors LLC4,245$130K0.0%-94.4%0.157%
2/8/2024 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%
1/22/2024Palumbo Wealth Management LLC51,744$1.59M0.8%-15.3%1.916%
1/16/2024 Raymond 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%
10/31/2023 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%
10/16/2023Palumbo 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%
8/2/2023Milestone 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%
7/25/2023 Raymond James & Associates30,859$888K0.0%-7.0%0.882%
7/18/2023 Cutler 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%
5/17/2023Financial 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%
5/4/2023Palumbo 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%
4/27/2023DAVENPORT & 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%
4/20/2023Institute for Wealth Management LLC.42,895$1.18M0.2%+39.1%1.086%
4/14/2023 Raymond 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%
2/9/2023Financial 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%
2/3/2023 Total 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%
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1/20/2023 Zimmermann 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%
11/1/2022 Zimmermann Investment Management & Planning LLC23,051$566K0.4%N/A0.688%
10/12/2022 Grassi Investment Management17,387$427K0.1%-40.5%0.535%
10/11/2022DAVENPORT & 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%
7/29/2022 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%
5/12/2022Oppenheimer & 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%
2/8/2022 Raymond James & Associates16,977$560K0.0%N/A0.404%
2/3/2022Advisor 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%
2/2/2022Oppenheimer & 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%
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%
4/26/2021Arkadios Wealth Advisors1,500$39K0.0%+200.0%0.056%
4/12/2021 Grassi Investment Management23,950$637K0.1%+46.7%0.871%
3/26/2021Susquehanna International Group LLP67,376$1.76M0.0%N/A2.323%
2/17/2021Jane Street Group LLC11,486$300K0.0%N/A0.353%
2/9/2021Advisory Services Network LLC1,485$39K0.0%N/A0.046%
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(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, 19 institutional investors and hedge funds held shares of Virtus Terranova U.S. Quality Momentum ETF. The most heavily invested institutionals were Ahrens Investment Partners LLC ($5.20M), Financial Enhancement Group LLC ($4.00M), Scotia Capital Inc. ($3.32M), Cambridge Investment Research Advisors Inc. ($2.38M), Total Clarity Wealth Management Inc. ($1.84M), Palumbo Wealth Management LLC ($1.59M), and LPL Financial LLC ($1.27M).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 ($345.27K), Ahrens Investment Partners LLC ($250.65K), Financial Enhancement Group LLC ($167.20K), Scotia Capital Inc. ($110.45K), Cambridge Investment Research Advisors Inc. ($89.17K), Milestone Investment Advisors LLC ($75.81K), and Mutual Advisors LLC ($60.93K).

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

Institutional investors have bought a total of 1,334,200 shares in the last 24 months. This purchase volume represents approximately $56.06M in transactions.

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

Of the 14 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), Ahrens Investment Partners LLC ($216.48K), Milestone Investment Advisors LLC ($74.66K), LPL Financial LLC ($21.09K), Financial Enhancement Group LLC ($18.06K), Grassi Investment Management ($17.15K), and Palumbo Wealth Management LLC ($9.80K).

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

Institutional investors have sold a total of 704,201 shares in the last 24 months. This volume of shares sold represents approximately $22.73M in transactions.


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This page (NASDAQ:JOET) was last updated on 4/24/2024 by MarketBeat.com Staff

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