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GMO US Quality ETF

111 hedge funds and large institutions have $1.44B invested in GMO US Quality ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 34

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

19% more capital invested

Capital invested by funds: $1.2B → $1.44B (+$232M)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

3% more funds holding

Funds holding: 108111 (+3)

2.16% less ownership

Funds ownership: 74.05%71.9% (-2.2%)

Holders
111
Holders Change
+3
Holders Change %
+2.78%
% of All Funds
1.46%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
13
Increased
51
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HBCM
76
Heron Bay Capital Management
Michigan
$449K -$153K -4,823 -27%
BCG
77
Breakwater Capital Group
New Jersey
$440K +$22.2K +699 +6%
QC
78
Quadrature Capital
United Kingdom
$424K
Osaic Holdings
79
Osaic Holdings
Arizona
$415K -$14.9K -471 -4%
KWM
80
KFG Wealth Management
Indiana
$394K -$2K -63 -0.5%
GFP
81
Gryphon Financial Partners
Ohio
$373K +$345K +10,873 New
CWM
82
Chemistry Wealth Management
New York
$343K
PAG
83
Private Advisor Group
New Jersey
$329K -$1.65K -52 -0.5%
Comerica Bank
84
Comerica Bank
Texas
$321K +$297K +9,363 New
EFS
85
Essex Financial Services
Connecticut
$304K
AL
86
Aspiriant LLC
California
$284K
Truist Financial
87
Truist Financial
North Carolina
$283K +$3.33K +105 +1%
D.E. Shaw & Co
88
D.E. Shaw & Co
New York
$282K -$34.9K -1,100 -12%
DWT
89
Dorsey & Whitney Trust
South Dakota
$278K
DAS
90
Dynamic Advisor Solutions
Arizona
$274K +$412 +13 +0.2%
JIC
91
Joel Isaacson & Co
New York
$265K -$81.3K -2,565 -25%
Morgan Stanley
92
Morgan Stanley
New York
$244K +$226K +7,120 +712,000%
UBS Group
93
UBS Group
Switzerland
$226K -$200K -6,294 -49%
NA
94
NewEdge Advisors
Louisiana
$221K -$116K -3,661 -36%
PWA
95
Principia Wealth Advisory
Texas
$205K +$6.15K +194 +3%
PS
96
Principal Securities
Iowa
$156K +$56.1K +1,770 +64%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$152K +$59.7K +1,881 +73%
CTC
98
Central Trust Company
Missouri
$83.8K -$9.32K -294 -11%
KSWA
99
Kathleen S. Wright Associates
Pennsylvania
$69.7K +$57.4K +1,810 +804%
TFM
100
TFC Financial Management
Massachusetts
$63.4K +$58.7K +1,850 New

QLTY Hedge Fund Activity: Q2 2025 in Review

111 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in GMO US Quality ETF (QLTY) for Q2 2025, worth a combined $1.44B — up 19% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new QLTY positions and 10 closed out — a net gain of 3 holders — while 51 added to existing stakes and 34 trimmed.

The largest buyer was Merit Financial Group, adding an estimated $65.6M. The largest seller was HighTower Advisors, cutting an estimated $40.4M.

  • 111 institutional investors held GMO US Quality ETF (QLTY) as of Q2 2025, up from 108 in Q1 2025.
  • Funds reported $1.44B of GMO US Quality ETF stock for Q2 2025, up 19% quarter-over-quarter.
  • 13 funds opened new GMO US Quality ETF positions in Q2 2025 and 10 closed out, a net change of +3 holders.
  • The largest GMO US Quality ETF buyer in Q2 2025 was Merit Financial Group, an estimated $65.6M added.
  • The largest GMO US Quality ETF seller in Q2 2025 was HighTower Advisors, an estimated $40.4M sold.

Based on aggregated 13F filings for Q2 2025.