We are live on ! Find out more
QLTY icon

GMO US Quality ETF
QLTY

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: 10 → 14 (+4)

13% more capital invested

Capital invested by funds: $1.07B → $1.2B (+$134M)

8% more funds holding

Funds holding: 100 → 108 (+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
–

Top Buyers

1
GWM
Gitterman Wealth Management
New Jersey
+$51.5M
2
MFG
Merit Financial Group
Georgia
+$34.4M
3
AG
AIA Group
Hong Kong
+$20M
4
FWM
FFT Wealth Management
Pennsylvania
+$13.2M
5
CFO
Colony Family Offices
North Carolina
+$10.2M

Top Sellers

1
AF
Allworth Financial
California
-$4.67M
2
AIM
Archer Investment Management
Texas
-$4.65M
3
HWM
HB Wealth Management
Georgia
-$2.91M
4
LP
LGL Partners
Pennsylvania
-$2.74M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
101
VSM Wealth Advisory
Maryland
$9.28K +$9.69K +297 New
HBW
102
Hazlett, Burt & Watson
West Virginia
$9K +$8.94K +274 New
KSWA
103
Kathleen S. Wright Associates
Pennsylvania
$7.03K – – –
National Bank of Canada
104
National Bank of Canada
Quebec, Canada
$4.59K -$344K -10,553 -99%
IA
105
IFP Advisors
Florida
$4.44K +$4.63K +142 New
MCM
106
MAI Capital Management
Ohio
$2.1K -$40K -1,226 -95%
Morgan Stanley
107
Morgan Stanley
New York
$52 -$33 -1 -50%
CWA
108
Canvas Wealth Advisors
Kansas
– -$642K -20,060 Closed
Bank of New York Mellon
109
Bank of New York Mellon
New York
– -$512K -16,012 Closed
EW
110
Evoke Wealth
California
– -$329K -10,289 Closed
FFN
111
Focus Financial Network
Minnesota
– -$292K -9,140 Closed
ACM
112
Avalon Capital Management
California
– -$256K -8,019 Closed
EB
113
Eastern Bank
Massachusetts
– -$53.9K -1,687 Closed
Bank of America
114
Bank of America
North Carolina
– -$31.7K -993 Closed
VHAM
115
Van Hulzen Asset Management
California
– -$12.8K -400 Closed
1 2 3 4
5

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.