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GMO US Quality ETF
QLTY

100 hedge funds and large institutions have $1.07B invested in GMO US Quality ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 5

150% more funds holding in top 10

Funds holding in top 10: 4 → 10 (+6)

128% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 18

31% more capital invested

Capital invested by funds: $816M → $1.07B (+$253M)

28% more funds holding

Funds holding: 78 → 100 (+22)

6.86% more ownership

Funds ownership: 67.98% → 74.84% (+6.9%)

Holders
100
Holders Change
+22
Holders Change %
+28.21%
% of All Funds
1.32%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
30
Increased
41
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
Merit Financial Group
Georgia
+$120M
2
AG
AIA Group
Hong Kong
+$79.2M
3
PA
Pinnacle Associates
New York
+$26.9M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$24.7M
5
AF
Allworth Financial
California
+$12.9M

Top Sellers

1
AAS
Annex Advisory Services
Wisconsin
-$72M
2
CIBC World Market
CIBC World Market
Ontario, Canada
-$1.78M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.32M
4
HighTower Advisors
HighTower Advisors
Illinois
-$1.01M
5
TI
Tidal Investments
Wisconsin
-$571K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
51
Certior Financial Group
Pennsylvania
$1.01M +$1.03M +31,726 New
JWCA
52
J.W. Coons Advisors
Ohio
$964K +$301K +9,247 +44%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$963K -$1.32M -40,752 -57%
HBCM
54
Heron Bay Capital Management
Michigan
$830K -$62.5K -1,924 -7%
NFG
55
Nations Financial Group
Iowa
$751K – – –
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$745K +$403K +12,405 +114%
LSAG
57
Lake Street Advisors Group
New Hampshire
$742K +$42.8K +1,318 +6%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$724K +$113K +3,464 +18%
Lido Advisors
59
Lido Advisors
California
$678K – – –
LG
60
LAM Group
Oregon
$655K -$44.4K -1,365 -6%
CWA
61
Canvas Wealth Advisors
Kansas
$642K -$253K -7,776 -28%
MML Investors Services
62
MML Investors Services
Massachusetts
$626K +$637K +19,595 New
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$571K +$563K +17,315 +3,224%
MAM
64
Madison Asset Management
Wisconsin
$513K +$522K +16,058 New
MIA
65
Madison Investment Advisors
Wisconsin
$513K +$522K +16,058 New
Bank of New York Mellon
66
Bank of New York Mellon
New York
$512K +$520K +16,012 New
GEM
67
Global Endowment Management
North Carolina
$512K – – –
LFA
68
Longview Financial Advisors
Alabama
$463K -$116K -3,565 -20%
KWM
69
KFG Wealth Management
Indiana
$360K -$49.1K -1,512 -12%
CTC
70
Central Trust Company
Missouri
$360K +$366K +11,247 New
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$342K -$131K -4,024 -27%
JIC
72
Joel Isaacson & Co
New York
$330K -$140K -4,313 -29%
EW
73
Evoke Wealth
California
$329K +$228 +7 +0.1%
HBWM
74
Hollow Brook Wealth Management
New York
$320K – – –
CWM
75
Chemistry Wealth Management
New York
$315K +$320K +9,841 New
1 2
3
4 5

QLTY Hedge Fund Activity: Q4 2024 in Review

100 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in GMO US Quality ETF (QLTY) for Q4 2024, worth a combined $1.07B — up 31% from $816M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new QLTY positions and 5 closed out — a net gain of 25 holders — while 41 added to existing stakes and 18 trimmed.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $120M. The largest seller was Annex Advisory Services, cutting an estimated $72M.

  • 100 institutional investors held GMO US Quality ETF (QLTY) as of Q4 2024, up from 78 in Q3 2024.
  • Funds reported $1.07B of GMO US Quality ETF stock for Q4 2024, up 31% quarter-over-quarter.
  • 30 funds opened new GMO US Quality ETF positions in Q4 2024 and 5 closed out, a net change of +25 holders.
  • The largest GMO US Quality ETF buyer in Q4 2024 was Merit Financial Group, an estimated $120M added.
  • The largest GMO US Quality ETF seller in Q4 2024 was Annex Advisory Services, an estimated $72M sold.

Based on aggregated 13F filings for Q4 2024.