We are live on ! Find out more
QLTY icon

GMO US Quality ETF

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: 410 (+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: 78100 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$303K -$57.8K -1,779 -16%
SA
77
Sanctuary Advisors
Indiana
$301K
BCG
78
Breakwater Capital Group
New Jersey
$292K +$15.7K +483 +6%
FFN
79
Focus Financial Network
Minnesota
$292K +$46.8K +1,440 +19%
PAG
80
Private Advisor Group
New Jersey
$290K +$51.2K +1,575 +21%
Truist Financial
81
Truist Financial
North Carolina
$268K -$50.3K -1,549 -16%
AL
82
Aspiriant LLC
California
$265K
ACM
83
Avalon Capital Management
California
$256K -$2.31K -71 -0.9%
HIIFS
84
Harel Insurance Investments & Financial Services
Israel
$240K +$140K +4,300 +134%
EFS
85
Essex Financial Services
Connecticut
$213K +$216K +6,652 New
Osaic Holdings
86
Osaic Holdings
Arizona
$175K -$141K -4,349 -44%
PWA
87
Principia Wealth Advisory
Texas
$130K +$132K +4,061 New
PS
88
Principal Securities
Iowa
$89.1K +$24.9K +767 +38%
EB
89
Eastern Bank
Massachusetts
$53.9K +$54.8K +1,687 New
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$46.9K +$11.3K +348 +31%
MCM
91
MAI Capital Management
Ohio
$41.3K +$42K +1,293 New
ACA
92
Atlas Capital Advisors
Wyoming
$32K
Bank of America
93
Bank of America
North Carolina
$31.7K +$32.3K +993 New
GWM
94
Geneos Wealth Management
Colorado
$23.5K +$23.9K +735 New
AA
95
Ancora Advisors
Ohio
$17.5K +$10.3K +318 +139%
VHAM
96
Van Hulzen Asset Management
California
$12.8K +$13K +400 New
KSWA
97
Kathleen S. Wright Associates
Pennsylvania
$7.19K +$7.31K +225 New
Wells Fargo
98
Wells Fargo
California
$4.38K
Morgan Stanley
99
Morgan Stanley
New York
$89 +$33 +1 +100%
TI
100
Tidal Investments
Wisconsin
-$571K -17,522 Closed

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.