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GMO US Quality ETF

149 hedge funds and large institutions have $2.98B invested in GMO US Quality ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 82 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 28

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

23% more capital invested

Capital invested by funds: $2.43B → $2.98B (+$555M)

4% more funds holding

Funds holding: 143149 (+6)

3.16% more ownership

Funds ownership: 80.58%83.74% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
1.83%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
17
Increased
82
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
1
AIA Group
Hong Kong
$499M
AF
2
Allworth Financial
California
$299M -$421K -10,971 -0.1%
BBHC
3
Brown Brothers Harriman & Co
New York
$293M +$224M +5,848,501 +261%
MFG
4
Merit Financial Group
Georgia
$289M +$18.5M +482,948 +6%
HWM
5
HB Wealth Management
Georgia
$214M +$207M +5,404,269 +1,079%
LA
6
Legacy Advisors
Pennsylvania
$128M +$1.38M +35,950 +1%
Lazard Asset Management
7
Lazard Asset Management
New York
$94M +$3.69M +96,253 +4%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$79.5M +$12M +311,656 +17%
CAG
9
Crestwood Advisors Group
Massachusetts
$64M +$14.9M +388,420 +28%
PWM
10
Perigon Wealth Management
California
$62.9M +$3.27M +85,374 +5%
AMPWP
11
Alvarez & Marsal Private Wealth Partners
Florida
$62.5M +$29.7M +774,133 +81%
FWM
12
FFT Wealth Management
Pennsylvania
$59.3M +$1.84M +47,974 +3%
AI
13
Atria Investments
North Carolina
$52.4M +$48.4M +1,262,902 +680%
TODC
14
Trustees of Dartmouth College
New Hampshire
$39.7M
MWM
15
Modern Wealth Management
Kansas
$38.1M +$39.6M +1,031,906 +11,963%
PAM
16
Prodigy Asset Management
Nebraska
$34.8M +$12.1M +316,665 +49%
AA
17
Auxano Advisors
Washington
$34.5M +$13.1M +342,424 +56%
Raymond James Financial
18
Raymond James Financial
Florida
$33.7M +$8.4M +218,970 +31%
AAS
19
Annex Advisory Services
Wisconsin
$32.4M +$3.28M +85,642 +11%
CTC
20
Central Trust Company
Missouri
$29.7M +$8.28M +215,930 +36%
TWM
21
Tanglewood Wealth Management
Texas
$29.5M +$31.3M +815,764 New
PA
22
Pinnacle Associates
New York
$29.3M -$1.07M -27,948 -3%
MML Investors Services
23
MML Investors Services
Massachusetts
$27M +$1.87M +48,659 +7%
LPL Financial
24
LPL Financial
California
$24M +$2.23M +58,059 +10%
NRC
25
New Republic Capital
North Carolina
$18.3M +$3.59M +93,681 +23%

QLTY Hedge Fund Activity: Q1 2026 in Review

149 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in GMO US Quality ETF (QLTY) for Q1 2026, worth a combined $2.98B — up 23% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new QLTY positions and 9 closed out — a net gain of 8 holders — while 82 added to existing stakes and 28 trimmed.

The largest buyer was Brown Brothers Harriman & Co, adding an estimated $224M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $11.3M.

  • 149 institutional investors held GMO US Quality ETF (QLTY) as of Q1 2026, up from 143 in Q4 2025.
  • Funds reported $2.98B of GMO US Quality ETF stock for Q1 2026, up 23% quarter-over-quarter.
  • 17 funds opened new GMO US Quality ETF positions in Q1 2026 and 9 closed out, a net change of +8 holders.
  • The largest GMO US Quality ETF buyer in Q1 2026 was Brown Brothers Harriman & Co, an estimated $224M added.
  • The largest GMO US Quality ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2026.