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GMO US Quality ETF

143 hedge funds and large institutions have $2.43B invested in GMO US Quality ETF in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 76 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
101
KFG Wealth Management
Indiana
$440K
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$410K
HIIFS
103
Harel Insurance Investments & Financial Services
Israel
$404K
CWM
104
Chemistry Wealth Management
New York
$385K
PAG
105
Private Advisor Group
New Jersey
$377K
EFS
106
Essex Financial Services
Connecticut
$341K
MWM
107
Modern Wealth Management
Kansas
$332K
BFA
108
Benedict Financial Advisors
Georgia
$327K
KAS
109
Kestra Advisory Services
Texas
$323K
DWT
110
Dorsey & Whitney Trust
South Dakota
$312K
IWP
111
Innova Wealth Partners
Pennsylvania
$310K
JIC
112
Joel Isaacson & Co
New York
$299K
UBS Group
113
UBS Group
Switzerland
$290K
HBCM
114
Heron Bay Capital Management
Michigan
$285K
Morgan Stanley
115
Morgan Stanley
New York
$274K
Truist Financial
116
Truist Financial
North Carolina
$259K
NA
117
NewEdge Advisors
Louisiana
$253K
SS
118
Sunbelt Securities
Texas
$251K
AWM
119
AE Wealth Management
Kansas
$249K
Cerity Partners
120
Cerity Partners
New York
$211K
PWA
121
Principia Wealth Advisory
Texas
$178K
PTC
122
Private Trust Company
Ohio
$154K
FHA
123
Flagship Harbor Advisors
Massachusetts
$137K
EWA
124
EverSource Wealth Advisors
Alabama
$137K
TFM
125
TFC Financial Management
Massachusetts
$71.2K