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GMO US Quality ETF
QLTY

Overview Fund Activity

109 hedge funds and large institutions have $1.42B invested in GMO US Quality ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 33 reducing their positions, and 9 closing their positions.

Holders
109
Holders Change
+3
Holders Change %
+2.83%
% of All Funds
1.46%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.19%
New
13
Increased
50
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$234M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$40.5M
3
SCM
3
Stonehearth Capital Management
Massachusetts
$13.3M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$20.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.94M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$3.94M
2
AAS
2
Annex Advisory Services
Wisconsin
$23.6M
3
AG
3
AIA Group
Hong Kong
$297M
4
AIM
4
Archer Investment Management
Texas
$7.86M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.36M
Name Market Value Shares Shares
Change 		Shares
Change %
AG
1
AIA Group
Hong Kong
$297M 8,658,486 -98,151 -1%
AF
2
Allworth Financial
California
$279M 8,130,788 +172,950 +2%
MFG
3
Merit Financial Group
Georgia
$234M 6,823,572 +2,068,669 +44%
GWM
4
Gitterman Wealth Management
New Jersey
$55.7M 1,624,912 +45,803 +3%
FWM
5
FFT Wealth Management
Pennsylvania
$47.8M 1,405,041 +202,488 +17%
Lazard Asset Management
6
Lazard Asset Management
New York
$40.5M 1,182,219 +564,093 +91%
Raymond James Financial
7
Raymond James Financial
Florida
$39.8M 1,160,492 +105,834 +10%
CAG
8
Crestwood Advisors Group
Massachusetts
$36.8M 1,075,016 +27,566 +3%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$34.4M 1,002,731 +111,357 +12%
PA
10
Pinnacle Associates
New York
$28.4M 828,557 +300 +0%
AAS
11
Annex Advisory Services
Wisconsin
$23.6M 688,515 -621,148 -47%
MML Investors Services
12
MML Investors Services
Massachusetts
$20.4M 595,163 +307,064 +107%
AA
13
Auxano Advisors
Washington
$19.2M 560,964 +21,136 +4%
CFO
14
Colony Family Offices
North Carolina
$17.5M 511,676 -51,813 -9%
HWM
15
HB Wealth Management
Georgia
$14.9M 434,135 +228,819 +111%
SCM
16
Stonehearth Capital Management
Massachusetts
$13.3M 389,209 +389,209 New
VP
17
Verum Partners
North Carolina
$12.8M 373,289 -10,411 -3%
KLI
18
Kelman-Lazarov Inc
Tennessee
$12.6M 368,729 +20,178 +6%
PCMC
19
Paragon Capital Management (Colorado)
Colorado
$12.3M 359,049 +20,798 +6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$9.94M 290,039 +267,115 +1,165%
SC
21
SouthState Corp
Florida
$9.23M 269,334 -8,101 -3%
P
22
&Partners
Tennessee
$8.98M 259,884 +259,884 New
LCM
23
Leisure Capital Management
California
$8.04M 234,622 +9,880 +4%
AIM
24
Archer Investment Management
Texas
$7.86M 229,350 -91,189 -28%
NRC
25
New Republic Capital
North Carolina
$7.65M 223,202 +98,194 +79%
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