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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 %
DT
26
Diversified Trust
Tennessee
$6.99M 203,944 +51,245 +34%
AI
27
ArchPoint Investors
Florida
$6.82M 199,000 +31,000 +18%
LP
28
LGL Partners
Pennsylvania
$6.34M 186,202 +21,794 +13%
NEPWA
29
New England Private Wealth Advisors
Massachusetts
$6.33M 183,552 +3,594 +2%
FCG
30
Financial Connections Group
California
$6.28M 183,428 +41,985 +30%
LPL Financial
31
LPL Financial
California
$5.64M 164,673 +29,209 +22%
BBHC
32
Brown Brothers Harriman & Co
New York
$5.43M 158,368 +158,368 New
TWP
33
Tempus Wealth Planning
California
$4.87M 142,150 -3,750 -3%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$4.36M 127,276 -81,208 -39%
CIBC World Market
35
CIBC World Market
Ontario, Canada
$4.25M 124,086 -5,837 -4%
HighTower Advisors
36
HighTower Advisors
Illinois
$3.94M 114,910 -1,274,147 -92%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$3.71M 108,394 +73,907 +214%
PGAM
38
Princeton Global Asset Management
New Jersey
$3.49M 101,772 -2,063 -2%
ATC
39
Argent Trust Co
Tennessee
$3.47M 101,339 +13,252 +15%
SFFS
40
Stonehage Fleming Financial Services
Jersey
$3.08M 89,765 +16,423 +22%
AWM
41
Accredited Wealth Management
Kentucky
$2.98M 86,848 -4,487 -5%
AFG
42
Allegheny Financial Group
Pennsylvania
$2.84M 82,842 +55,025 +198%
ETC
43
Exchange Traded Concepts
Oklahoma
$2.65M 77,418 +15,249 +25%
Corient Private Wealth
44
Corient Private Wealth
Florida
$2.64M 77,170 +54,473 +240%
LA
45
Legacy Advisors
Pennsylvania
$2.6M 89,183 +89,183 New
PAM
46
Prodigy Asset Management
Nebraska
$2.47M 72,216 +9,212 +15%
WWA
47
Wingate Wealth Advisors
Massachusetts
$2.44M 71,141 -1,046 -1%
SFC
48
Sprinkle Financial Consultants
Colorado
$2.36M 69,008 +17,474 +34%
HT
49
Heritage Trust
Oklahoma
$2.31M 67,510 +12,067 +22%
FFA
50
Farther Finance Advisors
California
$2.23M 64,968 -465 -0.7%
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