We are live on ! Find out more
QLTY icon

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

450% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 6

347% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 17

28% more capital invested

Capital invested by funds: $1.9B → $2.43B (+$527M)

20% more funds holding

Funds holding: 119143 (+24)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

4.41% more ownership

Funds ownership: 76.17%80.58% (+4.4%)

Holders
143
Holders Change
+24
Holders Change %
+20.17%
% of All Funds
1.74%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.23%
New
33
Increased
76
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
101
KFG Wealth Management
Indiana
$440K -$2.67K -71 -0.6%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$410K +$180K +4,798 +82%
HIIFS
103
Harel Insurance Investments & Financial Services
Israel
$404K -$132K -3,500 -25%
CWM
104
Chemistry Wealth Management
New York
$385K
PAG
105
Private Advisor Group
New Jersey
$377K +$9.4K +250 +3%
EFS
106
Essex Financial Services
Connecticut
$341K
MWM
107
Modern Wealth Management
Kansas
$332K +$97.7K +2,598 +43%
BFA
108
Benedict Financial Advisors
Georgia
$327K +$79.7K +2,120 +33%
KAS
109
Kestra Advisory Services
Texas
$323K +$316K +8,398 New
DWT
110
Dorsey & Whitney Trust
South Dakota
$312K
IWP
111
Innova Wealth Partners
Pennsylvania
$310K +$303K +8,048 New
JIC
112
Joel Isaacson & Co
New York
$299K +$978 +26 +0.3%
UBS Group
113
UBS Group
Switzerland
$290K +$34K +903 +14%
HBCM
114
Heron Bay Capital Management
Michigan
$285K -$92.3K -2,454 -25%
Morgan Stanley
115
Morgan Stanley
New York
$274K +$38 +1 +0%
Truist Financial
116
Truist Financial
North Carolina
$259K -$54.5K -1,450 -18%
NA
117
NewEdge Advisors
Louisiana
$253K +$20.8K +552 +9%
SS
118
Sunbelt Securities
Texas
$251K +$75 +2 +0%
AWM
119
AE Wealth Management
Kansas
$249K +$243K +6,462 New
Cerity Partners
120
Cerity Partners
New York
$211K +$207K +5,497 New
PWA
121
Principia Wealth Advisory
Texas
$178K -$15.9K -424 -8%
PTC
122
Private Trust Company
Ohio
$154K +$150K +4,000 New
FHA
123
Flagship Harbor Advisors
Massachusetts
$137K +$134K +3,559 New
EWA
124
EverSource Wealth Advisors
Alabama
$137K +$133K +3,550 New
TFM
125
TFC Financial Management
Massachusetts
$71.2K