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GMO US Quality ETF
QLTY

Overview Fund Activity

78 hedge funds and large institutions have $816M invested in GMO US Quality ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 6 reducing their positions, and 6 closing their positions.

Holders
78
Holders Change
+8
Holders Change %
+11.43%
% of All Funds
1.13%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
15
Increased
54
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$115M
2
AG
2
AIA Group
Hong Kong
$186M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$16.2M
4
AF
4
Allworth Financial
California
$251M
5
CFO
5
Colony Family Offices
North Carolina
$7.17M

Top Sellers

1
PA
1
Pinnacle Associates
New York
$0
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.31M
4
Jane Street
4
Jane Street
New York
$0
5
AWS
5
Atria Wealth Solutions
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NRC
26
New Republic Capital
North Carolina
$2.18M 66,763 +10,378 +18%
FFA
27
Farther Finance Advisors
California
$1.97M 60,495 +48,659 +411%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.84M 56,489 +7,691 +16%
AWA
29
Arete Wealth Advisors
Illinois
$1.66M 51,161 -3,503 -6%
MA
30
Mutual Advisors
Nebraska
$1.44M 44,808 +7,127 +19%
BI
31
Berkeley Inc
Idaho
$1.41M 43,112 +28,241 +190%
SFC
32
Sprinkle Financial Consultants
Colorado
$1.35M 41,546 +261 +0.6%
ATC
33
Argent Trust Co
Tennessee
$1.31M 40,088 +16,868 +73%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.19M 36,417 +7,769 +27%
TSWM
35
Triangle Securities Wealth Management
North Carolina
$1.11M 33,923 +33,923 New
SIM
36
Studio Investment Management
Illinois
$1.03M 31,436 +17,974 +134%
PA
37
Parallel Advisors
California
$995K 30,499 +3,440 +13%
HBCM
38
Heron Bay Capital Management
Michigan
$909K 27,887 +1,068 +4%
CWA
39
Canvas Wealth Advisors
Kansas
$909K 27,836 +8,553 +44%
GRP
40
Global Retirement Partners
California
$881K 27,023 +1,422 +6%
NFG
41
Nations Financial Group
Iowa
$766K 23,500 +7,300 +45%
AFG
42
Argent Financial Group
Louisiana
$756K 23,172 +23,172 New
LSAG
43
Lake Street Advisors Group
New Hampshire
$715K 21,888 +6,187 +39%
LG
44
LAM Group
Oregon
$713K 21,860 +8,215 +60%
Lido Advisors
45
Lido Advisors
California
$691K 21,200 +21,200 New
JWCA
46
J.W. Coons Advisors
Ohio
$682K 20,900 +1,845 +10%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$625K 19,173 +2,929 +18%
LFA
48
Longview Financial Advisors
Alabama
$588K 18,032 -2,021 -10%
TI
49
Tidal Investments
Wisconsin
$571K 17,522 +150 +0.9%
GEM
50
Global Endowment Management
North Carolina
$522K 16,000 +16,000 New
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