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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
PA
51
Parallel Advisors
California
$1.37M +$257K +7,865 +22%
MA
52
Mutual Advisors
Nebraska
$1.36M -$89.9K -2,756 -6%
CFG
53
Certior Financial Group
Pennsylvania
$1.12M +$130K +3,982 +13%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$1.08M -$1.15M -35,104 -50%
SIM
55
Studio Investment Management
Illinois
$1.03M +$6.07K +186 +0.6%
HBWM
56
Hollow Brook Wealth Management
New York
$991K +$707K +21,679 +216%
JWCA
57
J.W. Coons Advisors
Ohio
$933K -$9.56K -293 -1%
AFG
58
Allegheny Financial Group
Pennsylvania
$870K +$908K +27,817 New
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$717K -$492K -15,073 -40%
Corient Private Wealth
60
Corient Private Wealth
Florida
$710K +$740K +22,697 New
NFG
61
Nations Financial Group
Iowa
$703K -$32.6K -1,000 -4%
Lido Advisors
62
Lido Advisors
California
$664K
LG
63
LAM Group
Oregon
$658K +$17.9K +550 +3%
MAM
64
Madison Asset Management
Wisconsin
$653K +$158K +4,829 +30%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$622K -$111K -3,395 -15%
HBCM
66
Heron Bay Capital Management
Michigan
$560K -$262K -8,039 -31%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$558K
PFS
68
Prospera Financial Services
Texas
$506K +$529K +16,200 New
GEM
69
Global Endowment Management
North Carolina
$500K
NCM
70
Northside Capital Management
Oregon
$490K +$512K +15,680 New
LFA
71
Longview Financial Advisors
Alabama
$433K -$20K -614 -4%
UBS Group
72
UBS Group
Switzerland
$403K +$421K +12,904 New
Osaic Holdings
73
Osaic Holdings
Arizona
$394K +$232K +7,103 +129%
QC
74
Quadrature Capital
United Kingdom
$386K +$403K +12,361 New
BCG
75
Breakwater Capital Group
New Jersey
$380K +$98K +3,003 +33%

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.