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GQGU

GQG US Equity ETF

23 hedge funds and large institutions have $145M invested in GQG US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

44% more funds holding

Funds holding: 1623 (+7)

22% more capital invested

Capital invested by funds: $119M → $145M (+$26.6M)

4.13% more ownership

Funds ownership: 38.02%42.15% (+4.1%)

Holders
23
Holders Change
+7
Holders Change %
+43.75%
% of All Funds
0.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
11
Increased
9
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
1
Tectonic Advisors
Texas
$69.4M +$1.96M +78,990 +3%
CA
2
Cambridge Associates
Massachusetts
$22.2M
LA
3
Legacy Advisors
Pennsylvania
$20.7M +$17.4M +701,648 +524%
Raymond James Financial
4
Raymond James Financial
Florida
$9.16M +$9.23M +372,963 New
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$8.37M +$1.7M +68,617 +25%
EW
6
Evoke Wealth
California
$2.78M +$2.78M +112,259 New
FMWA
7
Forvis Mazars Wealth Advisors
Missouri
$2.5M +$2.52M +101,998 New
WA
8
Waverly Advisors
Alabama
$2.33M +$2.35M +94,989 New
IA
9
IFP Advisors
Florida
$2.06M +$2.06M +83,039 +8,321%
EFS
10
Essex Financial Services
Connecticut
$1.49M +$1.16M +46,892 +341%
OWA
11
Opal Wealth Advisors
New York
$844K +$852K +34,398 New
PAI
12
Pittenger & Anderson Inc
Nebraska
$730K +$18.6K +750 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$673K +$110K +4,440 +19%
EW
14
Elyxium Wealth
California
$342K +$345K +13,921 New
TA
15
TPG Advisors
Illinois
$290K +$68.8K +2,781 +31%
VWA
16
Visionary Wealth Advisors
Illinois
$257K -$2.74M -110,532 -91%
AWM
17
Axxcess Wealth Management
California
$238K -$4.63M -187,214 -95%
Jane Street
18
Jane Street
New York
$225K +$227K +9,185 New
SWP
19
Stratos Wealth Partners
Ohio
$216K +$218K +8,800 New
CA
20
CWC Advisors
Oregon
$211K +$213K +8,597 New
PG
21
Prostatis Group
Maryland
$203K +$204K +8,250 New
SPIA
22
Steward Partners Investment Advisory
New York
$190K +$98.3K +3,971 +105%
LGWM
23
Litman Gregory Wealth Management
California
$17.2K +$17.3K +700 New
PS
24
Principal Securities
Iowa
-$3.46M -136,859 Closed
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
-$2.37M -94,051 Closed