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GMO US Quality ETF
QLTY

Overview Fund Activity

106 hedge funds and large institutions have $1.2B invested in GMO US Quality ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+7
Holders Change %
+7.07%
% of All Funds
1.44%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.18%
New
19
Increased
53
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
1
Gitterman Wealth Management
New Jersey
$49.4M
2
MFG
2
Merit Financial Group
Georgia
$149M
3
AG
3
AIA Group
Hong Kong
$274M
4
FWM
4
FFT Wealth Management
Pennsylvania
$37.7M
5
CFO
5
Colony Family Offices
North Carolina
$17.6M

Top Sellers

1
AIM
1
Archer Investment Management
Texas
$10M
2
AF
2
Allworth Financial
California
$242M
3
HWM
3
HB Wealth Management
Georgia
$6.42M
4
LP
4
LGL Partners
Pennsylvania
$5.15M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
LP
26
LGL Partners
Pennsylvania
$5.15M -$2.63M -83,878 -34%
DT
27
Diversified Trust
Tennessee
$4.77M +$686K +21,952 +17%
TWP
28
Tempus Wealth Planning
California
$4.56M -$250K -8,000 -5%
FCG
29
Financial Connections Group
California
$4.42M +$2.01M +64,284 +83%
LPL Financial
30
LPL Financial
California
$4.23M +$1.41M +45,253 +50%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$4.06M +$3.12M +99,839 +331%
CIBC World Market
32
CIBC World Market
Ontario, Canada
$4.06M +$40.1K +1,284 +1%
NRC
33
New Republic Capital
North Carolina
$3.91M +$974K +31,095 +33%
PGAM
34
Princeton Global Asset Management
New Jersey
$3.25M -$127K -4,054 -4%
AWM
35
Accredited Wealth Management
Kentucky
$2.86M -$168K -5,355 -6%
ATC
36
Argent Trust Co
Tennessee
$2.75M +$482K +15,419 +21%
SFFS
37
Stonehage Fleming Financial Services
Jersey
$2.29M – – –
WWA
38
Wingate Wealth Advisors
Massachusetts
$2.26M +$291K +9,321 +15%
FFA
39
Farther Finance Advisors
California
$2.04M +$132K +4,237 +7%
PAM
40
Prodigy Asset Management
Nebraska
$1.97M +$428K +13,692 +28%
FPCP
41
Fort Point Capital Partners
California
$1.95M – – –
ETC
42
Exchange Traded Concepts
Oklahoma
$1.94M +$85.6K +2,737 +5%
BI
43
Berkeley Inc
Idaho
$1.9M +$133K +4,240 +8%
HT
44
Heritage Trust
Oklahoma
$1.73M +$724K +23,171 +72%
SFC
45
Sprinkle Financial Consultants
Colorado
$1.61M +$60.4K +1,933 +4%
AWA
46
Arete Wealth Advisors
Illinois
$1.58M -$18.9K -605 -1%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$1.56M +$853K +27,293 +121%
SG
48
StoneX Group
New York
$1.48M +$184K +5,890 +14%
TSWM
49
Triangle Securities Wealth Management
North Carolina
$1.39M +$240K +7,676 +21%
PA
50
Parallel Advisors
California
$1.37M +$246K +7,865 +22%
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