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GMO US Quality ETF
QLTY

47 hedge funds and large institutions have $309M invested in GMO US Quality ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,253% more capital invested

Capital invested by funds: $4.86M → $309M (+$304M)

3,500% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 1

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

292% more funds holding

Funds holding: 12 → 47 (+35)

58.35% more ownership

Funds ownership: 12.51% → 70.86% (+58%)

Holders
47
Holders Change
+35
Holders Change %
+291.67%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
8
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
Allworth Financial
California
+$114M
2
AG
AIA Group
Hong Kong
+$97.6M
3
PA
Pinnacle Associates
New York
+$15.6M
4
Lazard Asset Management
Lazard Asset Management
New York
+$10.3M
5
AAS
Annex Advisory Services
Wisconsin
+$7.87M

Top Sellers

1
Jane Street
Jane Street
New York
-$478K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$432K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$421K +$402K +14,185 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$401K -$432K -15,250 -53%
CAG
28
Crestwood Advisors Group
Massachusetts
$389K +$371K +13,099 New
CWA
29
Canvas Wealth Advisors
Kansas
$379K +$375K +13,229 New
SIM
30
Studio Investment Management
Illinois
$362K +$345K +12,166 New
EFA
31
Edge Financial Advisors
Illinois
$354K +$338K +11,908 New
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$335K +$24.9K +878 +8%
ATC
33
Argent Trust Co
Tennessee
$329K +$314K +11,080 New
AWS
34
Atria Wealth Solutions
New York
$298K +$284K +10,026 New
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$298K +$284K +10,026 New
KWM
36
KFG Wealth Management
Indiana
$290K +$277K +9,760 New
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$265K +$253K +8,926 New
LSAG
38
Lake Street Advisors Group
New Hampshire
$263K +$251K +8,840 New
ACM
39
Avalon Capital Management
California
$228K +$217K +7,670 New
JIC
40
Joel Isaacson & Co
New York
$221K +$211K +7,427 New
NFG
41
Nations Financial Group
Iowa
$217K +$207K +7,300 New
PA
42
Parallel Advisors
California
$138K +$122K +4,296 +1,227%
Osaic Holdings
43
Osaic Holdings
Arizona
$89.1K – – –
LG
44
LAM Group
Oregon
$83K +$79.2K +2,795 New
FCG
45
Financial Connections Group
California
$30K +$28.4K +1,000 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$7K +$2.83K +100 +70%
Jane Street
47
Jane Street
New York
– -$478K -17,943 Closed
1
2

QLTY Hedge Fund Activity: Q1 2024 in Review

47 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in GMO US Quality ETF (QLTY) for Q1 2024, worth a combined $309M — up 6,253% from $4.86M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new QLTY positions and 1 closed out — a net gain of 35 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Allworth Financial, opening a new position worth an estimated $114M. The largest seller was Jane Street, exiting entirely with an estimated $478K sold.

  • 47 institutional investors held GMO US Quality ETF (QLTY) as of Q1 2024, up from 12 in Q4 2023.
  • Funds reported $309M of GMO US Quality ETF stock for Q1 2024, up 6,253% quarter-over-quarter.
  • 36 funds opened new GMO US Quality ETF positions in Q1 2024 and 1 closed out, a net change of +35 holders.
  • The largest GMO US Quality ETF buyer in Q1 2024 was Allworth Financial, an estimated $114M added.
  • The largest GMO US Quality ETF seller in Q1 2024 was Jane Street, an estimated $478K sold.

Based on aggregated 13F filings for Q1 2024.