We are live on ! Find out more
QLTY icon

GMO US Quality ETF
QLTY

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 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 1

533% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 6

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

101% more capital invested

Capital invested by funds: $309M → $620M (+$311M)

49% more funds holding

Funds holding: 47 → 70 (+23)

5.71% more ownership

Funds ownership: 70.86% → 76.56% (+5.7%)

Holders
70
Holders Change
+23
Holders Change %
+48.94%
% of All Funds
1.01%
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
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
Allworth Financial
California
+$104M
2
HighTower Advisors
HighTower Advisors
Illinois
+$41.6M
3
CAG
Crestwood Advisors Group
Massachusetts
+$26.3M
4
AG
AIA Group
Hong Kong
+$20.2M
5
PCMC
Paragon Capital Management (Colorado)
Colorado
+$9.14M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$919K
2
EFA
Edge Financial Advisors
Illinois
-$354K
3
AWA
Arete Wealth Advisors
Illinois
-$292K
4
SMC
Smith, Moore & Co
Missouri
-$90.4K
5
TI
Tidal Investments
Wisconsin
-$5.57K
Name Holding Trade Value Shares
Change 		Change in
Stake
NRC
26
New Republic Capital
North Carolina
$1.75M – – –
AWA
27
Arete Wealth Advisors
Illinois
$1.7M -$292K -9,786 -15%
PGAM
28
Princeton Global Asset Management
New Jersey
$1.67M +$662K +22,206 +70%
LPL Financial
29
LPL Financial
California
$1.65M +$1.58M +53,064 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.51M -$919K -30,843 -39%
SFC
31
Sprinkle Financial Consultants
Colorado
$1.28M +$32.7K +1,099 +3%
MA
32
Mutual Advisors
Nebraska
$1.17M +$254K +8,541 +29%
Jane Street
33
Jane Street
New York
$939K +$902K +30,264 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$889K +$853K +28,648 New
PA
35
Parallel Advisors
California
$839K +$668K +22,413 +482%
HBCM
36
Heron Bay Capital Management
Michigan
$832K +$234K +7,856 +41%
GRP
37
Global Retirement Partners
California
$794K +$763K +25,601 New
ATC
38
Argent Trust Co
Tennessee
$720K +$362K +12,140 +110%
HT
39
Heritage Trust
Oklahoma
$644K +$619K +20,772 New
LFA
40
Longview Financial Advisors
Alabama
$622K +$72.4K +2,431 +14%
CWA
41
Canvas Wealth Advisors
Kansas
$594K +$180K +6,054 +46%
JWCA
42
J.W. Coons Advisors
Ohio
$591K +$568K +19,055 New
TI
43
Tidal Investments
Wisconsin
$539K -$5.57K -187 -1%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$504K +$218K +7,318 +82%
NFG
45
Nations Financial Group
Iowa
$503K +$265K +8,900 +122%
LSAG
46
Lake Street Advisors Group
New Hampshire
$488K +$204K +6,861 +78%
NA
47
NewEdge Advisors
Louisiana
$481K +$462K +15,508 New
BI
48
Berkeley Inc
Idaho
$461K +$443K +14,871 New
LG
49
LAM Group
Oregon
$423K +$323K +10,850 +388%
SIM
50
Studio Investment Management
Illinois
$419K +$38.6K +1,296 +11%
1
2
3

QLTY Hedge Fund Activity: Q2 2024 in Review

70 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in GMO US Quality ETF (QLTY) for Q2 2024, worth a combined $620M — up 101% from $309M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new QLTY positions and 1 closed out — a net gain of 23 holders — while 38 added to existing stakes and 6 trimmed.

The largest buyer was Allworth Financial, adding an estimated $104M. The largest seller was Commonwealth Equity Services, cutting an estimated $919K.

  • 70 institutional investors held GMO US Quality ETF (QLTY) as of Q2 2024, up from 47 in Q1 2024.
  • Funds reported $620M of GMO US Quality ETF stock for Q2 2024, up 101% quarter-over-quarter.
  • 24 funds opened new GMO US Quality ETF positions in Q2 2024 and 1 closed out, a net change of +23 holders.
  • The largest GMO US Quality ETF buyer in Q2 2024 was Allworth Financial, an estimated $104M added.
  • The largest GMO US Quality ETF seller in Q2 2024 was Commonwealth Equity Services, an estimated $919K sold.

Based on aggregated 13F filings for Q2 2024.