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GMO US Quality ETF
QLTY

Overview Fund Activity

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.

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
1
Allworth Financial
California
$119M
2
AG
2
AIA Group
Hong Kong
$102M
3
PA
3
Pinnacle Associates
New York
$16.3M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$10.8M
5
AAS
5
Annex Advisory Services
Wisconsin
$8.24M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$401K
Name Market Value Shares Shares
Change 		Shares
Change %
AF
1
Allworth Financial
California
$119M 4,017,325 +4,017,325 New
AG
2
AIA Group
Hong Kong
$102M 3,443,929 +3,443,929 New
PA
3
Pinnacle Associates
New York
$16.3M 548,868 +548,868 New
Lazard Asset Management
4
Lazard Asset Management
New York
$10.8M 362,290 +362,290 New
AAS
5
Annex Advisory Services
Wisconsin
$8.24M 277,599 +277,599 New
VP
6
Verum Partners
North Carolina
$5.83M 196,227 +140,475 +252%
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$5.57M 193,963 +193,963 New
FWM
8
FFT Wealth Management
Pennsylvania
$4.72M 158,864 +158,864 New
LP
9
LGL Partners
Pennsylvania
$3.88M 130,636 +130,636 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.72M 125,187 +125,187 New
AA
11
Auxano Advisors
Washington
$3.3M 110,951 +110,951 New
CIBC World Market
12
CIBC World Market
Ontario, Canada
$3.13M 105,416 +105,416 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.37M 79,641 +68,528 +617%
CFO
14
Colony Family Offices
North Carolina
$2.01M 67,482 +46,819 +227%
AWA
15
Arete Wealth Advisors
Illinois
$1.91M 64,450 +64,450 New
KLI
16
Kelman-Lazarov Inc
Tennessee
$1.89M 63,520 +63,520 New
NRC
17
New Republic Capital
North Carolina
$1.68M 56,385 +56,385 New
NEPWA
18
New England Private Wealth Advisors
Massachusetts
$1.57M 53,049 +26,278 +98%
SFC
19
Sprinkle Financial Consultants
Colorado
$1.19M 40,186 +40,186 New
PGAM
20
Princeton Global Asset Management
New Jersey
$936K 31,509 +31,509 New
MA
21
Mutual Advisors
Nebraska
$865K 29,140 +21,440 +278%
HBCM
22
Heron Bay Capital Management
Michigan
$563K 18,963 +18,963 New
LFA
23
Longview Financial Advisors
Alabama
$523K 17,622 +17,622 New
TI
24
Tidal Investments
Wisconsin
$522K 17,559 +17,559 New
SMC
25
Smith, Moore & Co
Missouri
$467K 15,717 +15,717 New
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