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GMO US Quality ETF
QLTY

47 hedge funds and large institutions have $309M invested in GMO US Quality ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,253% more capital invested

Capital invested by funds: $4.86M → $309M (+$304M)

3,500% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 1

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

292% more funds holding

Funds holding: 12 → 47 (+35)

58.35% more ownership

Funds ownership: 12.51% → 70.86% (+58%)

Holders
47
Holders Change
+35
Holders Change %
+291.67%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
8
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
Allworth Financial
California
+$114M
2
AG
AIA Group
Hong Kong
+$97.6M
3
PA
Pinnacle Associates
New York
+$15.6M
4
Lazard Asset Management
Lazard Asset Management
New York
+$10.3M
5
AAS
Annex Advisory Services
Wisconsin
+$7.87M

Top Sellers

1
Jane Street
Jane Street
New York
-$478K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$432K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1
Allworth Financial
California
$119M +$114M +4,017,325 New
AG
2
AIA Group
Hong Kong
$102M +$97.6M +3,443,929 New
PA
3
Pinnacle Associates
New York
$16.3M +$15.6M +548,868 New
Lazard Asset Management
4
Lazard Asset Management
New York
$10.8M +$10.3M +362,290 New
AAS
5
Annex Advisory Services
Wisconsin
$8.24M +$7.87M +277,599 New
VP
6
Verum Partners
North Carolina
$5.83M +$3.98M +140,475 +252%
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$5.57M +$5.5M +193,963 New
FWM
8
FFT Wealth Management
Pennsylvania
$4.72M +$4.5M +158,864 New
LP
9
LGL Partners
Pennsylvania
$3.88M +$3.7M +130,636 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.72M +$3.55M +125,187 New
AA
11
Auxano Advisors
Washington
$3.3M +$3.15M +110,951 New
CIBC World Market
12
CIBC World Market
Ontario, Canada
$3.13M +$2.99M +105,416 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.37M +$1.94M +68,528 +617%
CFO
14
Colony Family Offices
North Carolina
$2.01M +$1.33M +46,819 +227%
AWA
15
Arete Wealth Advisors
Illinois
$1.91M +$1.83M +64,450 New
KLI
16
Kelman-Lazarov Inc
Tennessee
$1.89M +$1.8M +63,520 New
NRC
17
New Republic Capital
North Carolina
$1.68M +$1.6M +56,385 New
NEPWA
18
New England Private Wealth Advisors
Massachusetts
$1.57M +$745K +26,278 +98%
SFC
19
Sprinkle Financial Consultants
Colorado
$1.19M +$1.14M +40,186 New
PGAM
20
Princeton Global Asset Management
New Jersey
$936K +$893K +31,509 New
MA
21
Mutual Advisors
Nebraska
$865K +$608K +21,440 +278%
HBCM
22
Heron Bay Capital Management
Michigan
$563K +$538K +18,963 New
LFA
23
Longview Financial Advisors
Alabama
$523K +$500K +17,622 New
TI
24
Tidal Investments
Wisconsin
$522K +$498K +17,559 New
SMC
25
Smith, Moore & Co
Missouri
$467K +$446K +15,717 New
1
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QLTY Hedge Fund Activity: Q1 2024 in Review

47 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in GMO US Quality ETF (QLTY) for Q1 2024, worth a combined $309M — up 6,253% from $4.86M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new QLTY positions and 1 closed out — a net gain of 35 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Allworth Financial, opening a new position worth an estimated $114M. The largest seller was Jane Street, exiting entirely with an estimated $478K sold.

  • 47 institutional investors held GMO US Quality ETF (QLTY) as of Q1 2024, up from 12 in Q4 2023.
  • Funds reported $309M of GMO US Quality ETF stock for Q1 2024, up 6,253% quarter-over-quarter.
  • 36 funds opened new GMO US Quality ETF positions in Q1 2024 and 1 closed out, a net change of +35 holders.
  • The largest GMO US Quality ETF buyer in Q1 2024 was Allworth Financial, an estimated $114M added.
  • The largest GMO US Quality ETF seller in Q1 2024 was Jane Street, an estimated $478K sold.

Based on aggregated 13F filings for Q1 2024.