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GMO US Quality ETF

108 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, 55 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 23

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

13% more capital invested

Capital invested by funds: $1.07B → $1.2B (+$134M)

8% more funds holding

Funds holding: 100108 (+8)

0.79% less ownership

Funds ownership: 74.84%74.05% (-0.79%)

Holders
108
Holders Change
+8
Holders Change %
+8%
% of All Funds
1.45%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
19
Increased
55
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
ArchPoint Investors
Florida
$5.26M +$1.5M +46,000 +38%
LP
27
LGL Partners
Pennsylvania
$5.15M -$2.74M -83,878 -34%
DT
28
Diversified Trust
Tennessee
$4.77M +$716K +21,952 +17%
TWP
29
Tempus Wealth Planning
California
$4.56M -$261K -8,000 -5%
FCG
30
Financial Connections Group
California
$4.42M +$2.1M +64,284 +83%
LPL Financial
31
LPL Financial
California
$4.23M +$1.48M +45,253 +50%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$4.06M +$3.26M +99,839 +331%
CIBC World Market
33
CIBC World Market
Ontario, Canada
$4.06M +$41.9K +1,284 +1%
NRC
34
New Republic Capital
North Carolina
$3.91M +$1.01M +31,095 +33%
PGAM
35
Princeton Global Asset Management
New Jersey
$3.25M -$132K -4,054 -4%
AWM
36
Accredited Wealth Management
Kentucky
$2.86M -$175K -5,355 -6%
ATC
37
Argent Trust Co
Tennessee
$2.75M +$503K +15,419 +21%
SFFS
38
Stonehage Fleming Financial Services
Jersey
$2.29M
WWA
39
Wingate Wealth Advisors
Massachusetts
$2.26M +$304K +9,321 +15%
FFA
40
Farther Finance Advisors
California
$2.04M +$138K +4,237 +7%
PAM
41
Prodigy Asset Management
Nebraska
$1.97M +$447K +13,692 +28%
FPCP
42
Fort Point Capital Partners
California
$1.95M
ETC
43
Exchange Traded Concepts
Oklahoma
$1.94M +$89.3K +2,737 +5%
BI
44
Berkeley Inc
Idaho
$1.9M +$138K +4,240 +8%
HT
45
Heritage Trust
Oklahoma
$1.73M +$756K +23,171 +72%
SFC
46
Sprinkle Financial Consultants
Colorado
$1.61M +$63.1K +1,933 +4%
AWA
47
Arete Wealth Advisors
Illinois
$1.58M -$19.7K -605 -1%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$1.56M +$890K +27,293 +121%
SG
49
StoneX Group
New York
$1.48M +$192K +5,890 +14%
TSWM
50
Triangle Securities Wealth Management
North Carolina
$1.39M +$250K +7,676 +21%

QLTY Hedge Fund Activity: Q1 2025 in Review

108 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in GMO US Quality ETF (QLTY) for Q1 2025, worth a combined $1.2B — up 13% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new QLTY positions and 8 closed out — a net gain of 11 holders — while 55 added to existing stakes and 23 trimmed.

The largest buyer was Gitterman Wealth Management, opening a new position worth an estimated $51.5M. The largest seller was Allworth Financial, cutting an estimated $4.67M.

  • 108 institutional investors held GMO US Quality ETF (QLTY) as of Q1 2025, up from 100 in Q4 2024.
  • Funds reported $1.2B of GMO US Quality ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 19 funds opened new GMO US Quality ETF positions in Q1 2025 and 8 closed out, a net change of +11 holders.
  • The largest GMO US Quality ETF buyer in Q1 2025 was Gitterman Wealth Management, an estimated $51.5M added.
  • The largest GMO US Quality ETF seller in Q1 2025 was Allworth Financial, an estimated $4.67M sold.

Based on aggregated 13F filings for Q1 2025.