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GMO US Quality ETF

149 hedge funds and large institutions have $2.98B invested in GMO US Quality ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 82 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 28

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

23% more capital invested

Capital invested by funds: $2.43B → $2.98B (+$555M)

4% more funds holding

Funds holding: 143149 (+6)

3.16% more ownership

Funds ownership: 80.58%83.74% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
1.84%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
17
Increased
82
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GEM
101
Global Endowment Management
North Carolina
$579K
GFP
102
Gryphon Financial Partners
Ohio
$579K
NCM
103
Northside Capital Management
Oregon
$567K
KAS
104
Kestra Advisory Services
Texas
$539K +$250K +6,510 +78%
WETS
105
Wealth Enhancement Trust Services
South Dakota
$524K +$9.82K +256 +2%
GT
106
Glenmede Trust
Pennsylvania
$485K +$514K +13,400 New
WA
107
Win Advisors
Florida
$453K +$481K +12,532 New
AQR Capital Management
108
AQR Capital Management
Connecticut
$449K +$24.7K +645 +5%
PA
109
Procyon Advisors
Connecticut
$440K -$2.9M -75,741 -86%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$421K +$36.7K +956 +9%
Morgan Stanley
111
Morgan Stanley
New York
$401K +$152K +3,964 +56%
KWM
112
KFG Wealth Management
Indiana
$371K -$45.1K -1,176 -10%
HIIFS
113
Harel Insurance Investments & Financial Services
Israel
$362K -$19.2K -500 -5%
PAG
114
Private Advisor Group
New Jersey
$354K
CWM
115
Chemistry Wealth Management
New York
$354K -$9.32K -243 -2%
Wells Fargo
116
Wells Fargo
California
$347K +$349K +9,109 +1,902%
EFS
117
Essex Financial Services
Connecticut
$321K
BFA
118
Benedict Financial Advisors
Georgia
$299K -$9.36K -244 -3%
DWT
119
Dorsey & Whitney Trust
South Dakota
$293K
Cerity Partners
120
Cerity Partners
New York
$291K +$98.1K +2,558 +47%
IWP
121
Innova Wealth Partners
Pennsylvania
$291K
BAM
122
Broyhill Asset Management
North Carolina
$286K +$303K +7,900 New
JIC
123
Joel Isaacson & Co
New York
$282K
OCWP
124
Owl Creek Wealth Partners
Colorado
$276K +$293K +7,633 New
UBS Group
125
UBS Group
Switzerland
$275K +$2.57K +67 +0.9%