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GMO US Quality ETF
QLTY

70 hedge funds and large institutions have $620M invested in GMO US Quality ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 1

533% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 6

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

101% more capital invested

Capital invested by funds: $309M → $620M (+$311M)

49% more funds holding

Funds holding: 47 → 70 (+23)

5.71% more ownership

Funds ownership: 70.86% → 76.56% (+5.7%)

Holders
70
Holders Change
+23
Holders Change %
+48.94%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
24
Increased
38
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
Allworth Financial
California
+$104M
2
HighTower Advisors
HighTower Advisors
Illinois
+$41.6M
3
CAG
Crestwood Advisors Group
Massachusetts
+$26.3M
4
AG
AIA Group
Hong Kong
+$20.2M
5
PCMC
Paragon Capital Management (Colorado)
Colorado
+$9.14M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$919K
2
EFA
Edge Financial Advisors
Illinois
-$354K
3
AWA
Arete Wealth Advisors
Illinois
-$292K
4
SMC
Smith, Moore & Co
Missouri
-$90.4K
5
TI
Tidal Investments
Wisconsin
-$5.57K
Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
51
Smith, Moore & Co
Missouri
$393K -$90.4K -3,035 -19%
FFA
52
Farther Finance Advisors
California
$368K +$353K +11,836 New
JIC
53
Joel Isaacson & Co
New York
$356K +$121K +4,054 +55%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$347K -$2.32K -78 -0.7%
AWS
55
Atria Wealth Solutions
New York
$314K +$2.77K +93 +0.9%
Envestnet Portfolio Solutions
56
Envestnet Portfolio Solutions
Illinois
$314K +$2.77K +93 +0.9%
KWM
57
KFG Wealth Management
Indiana
$311K +$7.45K +250 +3%
Truist Financial
58
Truist Financial
North Carolina
$307K +$295K +9,890 New
AL
59
Aspiriant LLC
California
$258K +$247K +8,304 New
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$241K +$231K +7,753 New
ACM
61
Avalon Capital Management
California
$235K -$2.38K -80 -1%
BCG
62
Breakwater Capital Group
New Jersey
$213K +$205K +6,881 New
DAS
63
Dynamic Advisor Solutions
Arizona
$202K +$194K +6,498 New
Osaic Holdings
64
Osaic Holdings
Arizona
$96.2K +$2.98K +100 +3%
PS
65
Principal Securities
Iowa
$46.2K +$44.4K +1,489 New
Wells Fargo
66
Wells Fargo
California
$13.9K +$13.3K +448 New
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$13K +$5.78K +194 +80%
AA
68
Ancora Advisors
Ohio
$4.09K +$3.93K +132 New
Fidelity Investments
69
Fidelity Investments
Massachusetts
$31 +$30 +1 New
EFA
70
Edge Financial Advisors
Illinois
– -$354K -11,908 Closed
1 2
3

QLTY Hedge Fund Activity: Q2 2024 in Review

70 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in GMO US Quality ETF (QLTY) for Q2 2024, worth a combined $620M — up 101% from $309M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new QLTY positions and 1 closed out — a net gain of 23 holders — while 38 added to existing stakes and 6 trimmed.

The largest buyer was Allworth Financial, adding an estimated $104M. The largest seller was Commonwealth Equity Services, cutting an estimated $919K.

  • 70 institutional investors held GMO US Quality ETF (QLTY) as of Q2 2024, up from 47 in Q1 2024.
  • Funds reported $620M of GMO US Quality ETF stock for Q2 2024, up 101% quarter-over-quarter.
  • 24 funds opened new GMO US Quality ETF positions in Q2 2024 and 1 closed out, a net change of +23 holders.
  • The largest GMO US Quality ETF buyer in Q2 2024 was Allworth Financial, an estimated $104M added.
  • The largest GMO US Quality ETF seller in Q2 2024 was Commonwealth Equity Services, an estimated $919K sold.

Based on aggregated 13F filings for Q2 2024.