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GMO US Quality ETF

143 hedge funds and large institutions have $2.43B invested in GMO US Quality ETF in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 76 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 6

347% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 17

28% more capital invested

Capital invested by funds: $1.9B → $2.43B (+$527M)

20% more funds holding

Funds holding: 119143 (+24)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

4.41% more ownership

Funds ownership: 76.17%80.58% (+4.4%)

Holders
143
Holders Change
+24
Holders Change %
+20.17%
% of All Funds
1.74%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.23%
New
33
Increased
76
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NRC
26
New Republic Capital
North Carolina
$15.8M +$2.87M +76,381 +23%
PCMC
27
Paragon Capital Management (Colorado)
Colorado
$15M +$595K +15,828 +4%
CWA
28
Crusonia Wealth Advisors
Colorado
$14.4M +$14M +373,373 New
KLI
29
Kelman-Lazarov Inc
Tennessee
$14.1M +$72.7K +1,932 +0.5%
Corient Private Wealth
30
Corient Private Wealth
Florida
$12.7M +$8.04M +213,802 +179%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$12.4M +$635K +16,876 +6%
AA
32
Alpha Advisors
Virginia
$11.9M +$51.6K +1,373 +0.4%
P
33
&Partners
Tennessee
$10.1M -$255K -6,776 -3%
AFG
34
Allegheny Financial Group
Pennsylvania
$9.39M +$4.61M +122,629 +101%
LCM
35
Leisure Capital Management
California
$9.36M -$20.7K -550 -0.2%
DT
36
Diversified Trust
Tennessee
$7.98M +$139K +3,685 +2%
JMNC
37
J. Mark Nickell & Co
Tennessee
$7.94M +$7.76M +206,421 New
First Manhattan
38
First Manhattan
New York
$7.73M +$7.56M +200,937 New
AI
39
ArchPoint Investors
Florida
$7.65M
LP
40
LGL Partners
Pennsylvania
$7.39M +$58.1K +1,545 +0.8%
NEPWA
41
New England Private Wealth Advisors
Massachusetts
$7.15M +$75.3K +2,003 +1%
FCG
42
Financial Connections Group
California
$7.15M -$167K -4,432 -2%
JP Morgan Chase
43
JP Morgan Chase
New York
$7.15M +$993K +26,416 +17%
AI
44
Atria Investments
North Carolina
$7.14M +$6.98M +185,715 New
MAM
45
Madison Asset Management
Wisconsin
$7.06M +$6.12M +162,760 +783%
HT
46
Heritage Trust
Oklahoma
$6.16M +$2.07M +55,085 +52%
AIM
47
Archer Investment Management
Texas
$6.14M -$2.59M -69,006 -30%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$5.29M +$317K +8,418 +7%
TWP
49
Tempus Wealth Planning
California
$5.28M +$263K +7,000 +5%
MGIA
50
Moneta Group Investment Advisors
Missouri
$4.89M +$3.12M +82,984 +187%