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GMO US Quality ETF
QLTY

Overview Fund Activity

106 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, 53 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+7
Holders Change %
+7.07%
% of All Funds
1.44%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.18%
New
19
Increased
53
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
1
Gitterman Wealth Management
New Jersey
$49.4M
2
MFG
2
Merit Financial Group
Georgia
$149M
3
AG
3
AIA Group
Hong Kong
$274M
4
FWM
4
FFT Wealth Management
Pennsylvania
$37.7M
5
CFO
5
Colony Family Offices
North Carolina
$17.6M

Top Sellers

1
AIM
1
Archer Investment Management
Texas
$10M
2
AF
2
Allworth Financial
California
$242M
3
HWM
3
HB Wealth Management
Georgia
$6.42M
4
LP
4
LGL Partners
Pennsylvania
$5.15M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
51
Mutual Advisors
Nebraska
$1.36M -$84.3K -2,756 -6%
CFG
52
Certior Financial Group
Pennsylvania
$1.12M +$124K +3,982 +13%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$1.08M -$1.1M -35,104 -50%
SIM
54
Studio Investment Management
Illinois
$1.03M +$5.82K +186 +0.6%
HBWM
55
Hollow Brook Wealth Management
New York
$991K +$678K +21,679 +216%
JWCA
56
J.W. Coons Advisors
Ohio
$933K -$9.16K -293 -1%
AFG
57
Allegheny Financial Group
Pennsylvania
$870K +$870K +27,817 New
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$717K -$471K -15,073 -40%
Corient Private Wealth
59
Corient Private Wealth
Florida
$710K +$710K +22,697 New
NFG
60
Nations Financial Group
Iowa
$703K -$31.3K -1,000 -4%
Lido Advisors
61
Lido Advisors
California
$664K – – –
LG
62
LAM Group
Oregon
$658K +$17.2K +550 +3%
MAM
63
Madison Asset Management
Wisconsin
$653K +$151K +4,829 +30%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$622K -$106K -3,395 -15%
HBCM
65
Heron Bay Capital Management
Michigan
$560K -$251K -8,039 -31%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$558K – – –
PFS
67
Prospera Financial Services
Texas
$506K +$506K +16,200 New
GEM
68
Global Endowment Management
North Carolina
$500K – – –
NCM
69
Northside Capital Management
Oregon
$490K +$490K +15,680 New
LFA
70
Longview Financial Advisors
Alabama
$433K -$19.2K -614 -4%
UBS Group
71
UBS Group
Switzerland
$403K +$403K +12,904 New
Osaic Holdings
72
Osaic Holdings
Arizona
$394K +$222K +7,103 +129%
QC
73
Quadrature Capital
United Kingdom
$386K +$386K +12,361 New
BCG
74
Breakwater Capital Group
New Jersey
$380K +$93.9K +3,003 +33%
KWM
75
KFG Wealth Management
Indiana
$361K +$9.38K +300 +3%
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3
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