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GMO US Quality ETF
QLTY

Overview Fund Activity

70 hedge funds and large institutions have $620M invested in GMO US Quality ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 6 reducing their positions, and 0 closing their positions.

Holders
70
Holders Change
+23
Holders Change %
+48.94%
% of All Funds
1.02%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
24
Increased
38
Reduced
6
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$232M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$43.4M
3
CAG
3
Crestwood Advisors Group
Massachusetts
$27.8M
4
AG
4
AIA Group
Hong Kong
$128M
5
PCMC
5
Paragon Capital Management (Colorado)
Colorado
$9.52M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$1.51M
2
AWA
2
Arete Wealth Advisors
Illinois
$1.7M
3
SMC
3
Smith, Moore & Co
Missouri
$393K
4
TI
4
Tidal Investments
Wisconsin
$539K
5
ACM
5
Avalon Capital Management
California
$235K
Name Market Value Shares Shares
Change 		Shares
Change %
NRC
26
New Republic Capital
North Carolina
$1.75M 56,385 – –
AWA
27
Arete Wealth Advisors
Illinois
$1.7M 54,664 -9,786 -15%
PGAM
28
Princeton Global Asset Management
New Jersey
$1.67M 53,715 +22,206 +70%
LPL Financial
29
LPL Financial
California
$1.65M 53,064 +53,064 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.51M 48,798 -30,843 -39%
SFC
31
Sprinkle Financial Consultants
Colorado
$1.28M 41,285 +1,099 +3%
MA
32
Mutual Advisors
Nebraska
$1.17M 37,681 +8,541 +29%
Jane Street
33
Jane Street
New York
$939K 30,264 +30,264 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$889K 28,648 +28,648 New
PA
35
Parallel Advisors
California
$839K 27,059 +22,413 +482%
HBCM
36
Heron Bay Capital Management
Michigan
$832K 26,819 +7,856 +41%
GRP
37
Global Retirement Partners
California
$794K 25,601 +25,601 New
ATC
38
Argent Trust Co
Tennessee
$720K 23,220 +12,140 +110%
HT
39
Heritage Trust
Oklahoma
$644K 20,772 +20,772 New
LFA
40
Longview Financial Advisors
Alabama
$622K 20,053 +2,431 +14%
CWA
41
Canvas Wealth Advisors
Kansas
$594K 19,283 +6,054 +46%
JWCA
42
J.W. Coons Advisors
Ohio
$591K 19,055 +19,055 New
TI
43
Tidal Investments
Wisconsin
$539K 17,372 -187 -1%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$504K 16,244 +7,318 +82%
NFG
45
Nations Financial Group
Iowa
$503K 16,200 +8,900 +122%
LSAG
46
Lake Street Advisors Group
New Hampshire
$488K 15,701 +6,861 +78%
NA
47
NewEdge Advisors
Louisiana
$481K 15,508 +15,508 New
BI
48
Berkeley Inc
Idaho
$461K 14,871 +14,871 New
LG
49
LAM Group
Oregon
$423K 13,645 +10,850 +388%
SIM
50
Studio Investment Management
Illinois
$419K 13,462 +1,296 +11%
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