Virtus Terranova U.S. Quality Momentum ETF

The Virtus Terranova U.S. Quality Momentum ETF is an exchange-traded fund designed to provide exposure to large-cap U.S. companies that demonstrate both strong quality fundamentals and positive momentum trends. Developed in collaboration with market strategist Joe Terranova, this ETF utilizes a proprietary index methodology that systematically selects U.S.-listed equities based on a blend of fundamental (quality) and technical (momentum) metrics. The fund’s portfolio is notable for its equal-weighting approach, which aims to reduce concentration risk commonly found in traditional cap-weighted indexes while improving diversification across approximately 125 to 127 holdings at each quarterly rebalance. By combining offensive growth (momentum) and defensive (quality) characteristics, the ETF positions itself as a distinct option for foundational core equity exposure, balancing sector representation and minimizing the impact of single-stock events. Its underlying methodology reflects a modern approach to indexing, seeking to capture the evolving dynamics and cycles of the U.S. equity market while maintaining a disciplined, rules-based strategy.