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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
KWM
76
KFG Wealth Management
Indiana
$361K +$9.79K +300 +3%
JIC
77
Joel Isaacson & Co
New York
$322K
NA
78
NewEdge Advisors
Louisiana
$316K +$21.2K +650 +7%
CWM
79
Chemistry Wealth Management
New York
$313K +$5.91K +181 +2%
SA
80
Sanctuary Advisors
Indiana
$310K +$32.3K +991 +11%
PAG
81
Private Advisor Group
New Jersey
$302K +$18.9K +580 +6%
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$292K +$304K +9,332 New
EFS
83
Essex Financial Services
Connecticut
$277K +$72.6K +2,225 +33%
AL
84
Aspiriant LLC
California
$260K
Truist Financial
85
Truist Financial
North Carolina
$255K -$8.25K -253 -3%
DWT
86
Dorsey & Whitney Trust
South Dakota
$253K +$264K +8,101 New
DAS
87
Dynamic Advisor Solutions
Arizona
$249K +$260K +7,978 New
Creative Planning
88
Creative Planning
Kansas
$215K +$224K +6,874 New
AWS
89
Atria Wealth Solutions
New York
$213K +$223K +6,825 New
PWA
90
Principia Wealth Advisory
Texas
$178K +$56.8K +1,740 +43%
HIIFS
91
Harel Insurance Investments & Financial Services
Israel
$156K -$81.6K -2,500 -33%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$108K +$113K +3,457 New
PS
93
Principal Securities
Iowa
$89.1K
CTC
94
Central Trust Company
Missouri
$85.7K -$278K -8,506 -76%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$80.1K +$35.7K +1,093 +74%
Wells Fargo
96
Wells Fargo
California
$48K +$45.6K +1,397 +1,020%
GWM
97
Geneos Wealth Management
Colorado
$46.1K +$24.1K +739 +101%
BlackRock
98
BlackRock
New York
$33.6K +$35.1K +1,075 New
AA
99
Ancora Advisors
Ohio
$21.7K +$4.86K +149 +27%
ACA
100
Atlas Capital Advisors
Wyoming
$18.8K -$13.1K -400 -40%

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.