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GMO US Quality ETF
QLTY

100 hedge funds and large institutions have $1.07B invested in GMO US Quality ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 5

150% more funds holding in top 10

Funds holding in top 10: 4 → 10 (+6)

128% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 18

31% more capital invested

Capital invested by funds: $816M → $1.07B (+$253M)

28% more funds holding

Funds holding: 78 → 100 (+22)

6.86% more ownership

Funds ownership: 67.98% → 74.84% (+6.9%)

Holders
100
Holders Change
+22
Holders Change %
+28.21%
% of All Funds
1.32%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
30
Increased
41
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
Merit Financial Group
Georgia
+$120M
2
AG
AIA Group
Hong Kong
+$79.2M
3
PA
Pinnacle Associates
New York
+$26.9M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$24.7M
5
AF
Allworth Financial
California
+$12.9M

Top Sellers

1
AAS
Annex Advisory Services
Wisconsin
-$72M
2
CIBC World Market
CIBC World Market
Ontario, Canada
-$1.78M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.32M
4
HighTower Advisors
HighTower Advisors
Illinois
-$1.01M
5
TI
Tidal Investments
Wisconsin
-$571K
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
26
ArchPoint Investors
Florida
$3.9M – – –
PGAM
27
Princeton Global Asset Management
New Jersey
$3.45M +$1.33M +40,765 +61%
AWM
28
Accredited Wealth Management
Kentucky
$3.09M +$3.14M +96,690 New
NRC
29
New Republic Capital
North Carolina
$3M +$882K +27,150 +41%
LPL Financial
30
LPL Financial
California
$2.88M -$332K -10,205 -10%
FCG
31
Financial Connections Group
California
$2.47M +$294K +9,033 +13%
SFFS
32
Stonehage Fleming Financial Services
Jersey
$2.34M +$2.38M +73,342 New
ATC
33
Argent Trust Co
Tennessee
$2.32M +$1.06M +32,580 +81%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.23M +$426K +13,102 +23%
WWA
35
Wingate Wealth Advisors
Massachusetts
$2.01M +$2.04M +62,866 New
FPCP
36
Fort Point Capital Partners
California
$1.99M +$2.02M +62,247 New
FFA
37
Farther Finance Advisors
California
$1.96M +$22.8K +701 +1%
ETC
38
Exchange Traded Concepts
Oklahoma
$1.9M +$1.93M +59,432 New
BI
39
Berkeley Inc
Idaho
$1.81M +$436K +13,409 +31%
AWA
40
Arete Wealth Advisors
Illinois
$1.64M – – –
SFC
41
Sprinkle Financial Consultants
Colorado
$1.59M +$262K +8,055 +19%
PAM
42
Prodigy Asset Management
Nebraska
$1.58M +$1.6M +49,312 New
MA
43
Mutual Advisors
Nebraska
$1.52M +$72.9K +2,243 +5%
SG
44
StoneX Group
New York
$1.33M +$1.35M +41,530 New
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$1.21M +$51.4K +1,580 +4%
TSWM
46
Triangle Securities Wealth Management
North Carolina
$1.18M +$93.4K +2,874 +8%
PA
47
Parallel Advisors
California
$1.15M +$175K +5,386 +18%
GRP
48
Global Retirement Partners
California
$1.12M +$262K +8,057 +30%
SIM
49
Studio Investment Management
Illinois
$1.04M +$37.1K +1,140 +4%
HT
50
Heritage Trust
Oklahoma
$1.03M +$1.05M +32,272 New
1
2
3 4 5

QLTY Hedge Fund Activity: Q4 2024 in Review

100 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in GMO US Quality ETF (QLTY) for Q4 2024, worth a combined $1.07B — up 31% from $816M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new QLTY positions and 5 closed out — a net gain of 25 holders — while 41 added to existing stakes and 18 trimmed.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $120M. The largest seller was Annex Advisory Services, cutting an estimated $72M.

  • 100 institutional investors held GMO US Quality ETF (QLTY) as of Q4 2024, up from 78 in Q3 2024.
  • Funds reported $1.07B of GMO US Quality ETF stock for Q4 2024, up 31% quarter-over-quarter.
  • 30 funds opened new GMO US Quality ETF positions in Q4 2024 and 5 closed out, a net change of +25 holders.
  • The largest GMO US Quality ETF buyer in Q4 2024 was Merit Financial Group, an estimated $120M added.
  • The largest GMO US Quality ETF seller in Q4 2024 was Annex Advisory Services, an estimated $72M sold.

Based on aggregated 13F filings for Q4 2024.