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GMO US Quality ETF

149 hedge funds and large institutions have $2.98B invested in GMO US Quality ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 82 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 28

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

23% more capital invested

Capital invested by funds: $2.43B → $2.98B (+$555M)

4% more funds holding

Funds holding: 143149 (+6)

3.16% more ownership

Funds ownership: 80.58%83.74% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
1.84%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
17
Increased
82
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
26
Colony Family Offices
North Carolina
$17.7M +$1.37M +35,746 +8%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$17M -$11.3M -295,281 -39%
VP
28
Verum Partners
North Carolina
$16.5M +$1.22M +31,773 +8%
SCM
29
Stonehearth Capital Management
Massachusetts
$16M +$772K +20,133 +5%
MGIA
30
Moneta Group Investment Advisors
Missouri
$15.2M +$11.3M +293,660 +231%
AFG
31
Allegheny Financial Group
Pennsylvania
$14.5M +$6M +156,371 +64%
PCMC
32
Paragon Capital Management (Colorado)
Colorado
$14.2M +$147K +3,835 +1%
CWA
33
Crusonia Wealth Advisors
Colorado
$14.2M +$707K +18,433 +5%
KLI
34
Kelman-Lazarov Inc
Tennessee
$13.8M +$564K +14,716 +4%
First Manhattan
35
First Manhattan
New York
$11.8M +$4.82M +125,628 +63%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$11.7M +$76.5K +1,994 +0.6%
AA
37
Alpha Advisors
Virginia
$11.4M +$291K +7,582 +2%
JMNC
38
J. Mark Nickell & Co
Tennessee
$10.2M +$2.93M +76,381 +37%
Osaic Holdings
39
Osaic Holdings
Arizona
$9.85M +$9.88M +257,533 +1,761%
P
40
&Partners
Tennessee
$9.81M +$295K +7,686 +3%
LCM
41
Leisure Capital Management
California
$9M +$199K +5,189 +2%
NEPWA
42
New England Private Wealth Advisors
Massachusetts
$7.71M +$1.04M +27,182 +15%
Corient Private Wealth
43
Corient Private Wealth
Florida
$7.4M -$4.94M -128,765 -39%
AI
44
ArchPoint Investors
Florida
$7.37M +$173K +4,500 +2%
LP
45
LGL Partners
Pennsylvania
$7.31M +$385K +10,041 +5%
JP Morgan Chase
46
JP Morgan Chase
New York
$7.18M +$678K +17,687 +10%
DT
47
Diversified Trust
Tennessee
$6.99M -$548K -14,277 -7%
AC
48
Apella Capital
Connecticut
$6.8M +$6.56M +171,105 New
HT
49
Heritage Trust
Oklahoma
$6.79M +$1.06M +27,695 +17%
MAM
50
Madison Asset Management
Wisconsin
$6.73M +$91.9K +2,397 +1%