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GMO US Quality ETF
QLTY

70 hedge funds and large institutions have $620M invested in GMO US Quality ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 1

533% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 6

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

101% more capital invested

Capital invested by funds: $309M → $620M (+$311M)

49% more funds holding

Funds holding: 47 → 70 (+23)

5.71% more ownership

Funds ownership: 70.86% → 76.56% (+5.7%)

Holders
70
Holders Change
+23
Holders Change %
+48.94%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
24
Increased
38
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
Allworth Financial
California
+$104M
2
HighTower Advisors
HighTower Advisors
Illinois
+$41.6M
3
CAG
Crestwood Advisors Group
Massachusetts
+$26.3M
4
AG
AIA Group
Hong Kong
+$20.2M
5
PCMC
Paragon Capital Management (Colorado)
Colorado
+$9.14M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$919K
2
EFA
Edge Financial Advisors
Illinois
-$354K
3
AWA
Arete Wealth Advisors
Illinois
-$292K
4
SMC
Smith, Moore & Co
Missouri
-$90.4K
5
TI
Tidal Investments
Wisconsin
-$5.57K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1
Allworth Financial
California
$232M +$104M +3,477,196 +87%
AG
2
AIA Group
Hong Kong
$128M +$20.2M +678,743 +20%
HighTower Advisors
3
HighTower Advisors
Illinois
$43.4M +$41.6M +1,397,511 New
CAG
4
Crestwood Advisors Group
Massachusetts
$27.8M +$26.3M +884,237 +6,750%
PA
5
Pinnacle Associates
New York
$25.4M +$8.07M +270,792 +49%
AAS
6
Annex Advisory Services
Wisconsin
$17.1M +$8.12M +272,457 +98%
Lazard Asset Management
7
Lazard Asset Management
New York
$12.4M +$1.08M +36,138 +10%
FWM
8
FFT Wealth Management
Pennsylvania
$11.4M +$6.26M +210,032 +132%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$11.1M +$4.7M +157,910 +81%
KLI
10
Kelman-Lazarov Inc
Tennessee
$10.4M +$8.11M +272,072 +428%
AA
11
Auxano Advisors
Washington
$9.87M +$6.17M +207,119 +187%
PCMC
12
Paragon Capital Management (Colorado)
Colorado
$9.52M +$9.14M +306,827 New
VP
13
Verum Partners
North Carolina
$9.33M +$3.12M +104,615 +53%
RJA
14
Raymond James & Associates
Florida
$6.7M +$6.43M +215,839 New
LP
15
LGL Partners
Pennsylvania
$5.67M +$1.55M +52,009 +40%
CIBC World Market
16
CIBC World Market
Ontario, Canada
$4.99M +$1.66M +55,585 +53%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4.87M +$950K +31,873 +25%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$4.36M +$3.79M +127,142 +941%
AI
19
ArchPoint Investors
Florida
$3.79M +$3.63M +122,000 New
CFO
20
Colony Family Offices
North Carolina
$3.74M +$1.57M +52,797 +78%
DT
21
Diversified Trust
Tennessee
$2.83M +$2.72M +91,235 New
HWM
22
HB Wealth Management
Georgia
$2.57M +$2.47M +83,008 New
NEPWA
23
New England Private Wealth Advisors
Massachusetts
$2.33M +$661K +22,200 +42%
JP Morgan Chase
24
JP Morgan Chase
New York
$2.31M +$1.8M +60,275 +425%
FCG
25
Financial Connections Group
California
$1.78M +$1.68M +56,323 +5,632%
1
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QLTY Hedge Fund Activity: Q2 2024 in Review

70 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in GMO US Quality ETF (QLTY) for Q2 2024, worth a combined $620M — up 101% from $309M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new QLTY positions and 1 closed out — a net gain of 23 holders — while 38 added to existing stakes and 6 trimmed.

The largest buyer was Allworth Financial, adding an estimated $104M. The largest seller was Commonwealth Equity Services, cutting an estimated $919K.

  • 70 institutional investors held GMO US Quality ETF (QLTY) as of Q2 2024, up from 47 in Q1 2024.
  • Funds reported $620M of GMO US Quality ETF stock for Q2 2024, up 101% quarter-over-quarter.
  • 24 funds opened new GMO US Quality ETF positions in Q2 2024 and 1 closed out, a net change of +23 holders.
  • The largest GMO US Quality ETF buyer in Q2 2024 was Allworth Financial, an estimated $104M added.
  • The largest GMO US Quality ETF seller in Q2 2024 was Commonwealth Equity Services, an estimated $919K sold.

Based on aggregated 13F filings for Q2 2024.