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GMO US Quality ETF

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 0 closing their positions.

Holders
70
Holders Change
+23
Holders Change %
+48.94%
% of All Funds
1.02%
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
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AF
1
Allworth Financial
California
$232M 7,494,521 +3,477,196 +87%
AG
2
AIA Group
Hong Kong
$128M 4,122,672 +678,743 +20%
HighTower Advisors
3
HighTower Advisors
Illinois
$43.4M 1,397,511 +1,397,511 New
CAG
4
Crestwood Advisors Group
Massachusetts
$27.8M 897,336 +884,237 +6,750%
PA
5
Pinnacle Associates
New York
$25.4M 819,660 +270,792 +49%
AAS
6
Annex Advisory Services
Wisconsin
$17.1M 550,056 +272,457 +98%
Lazard Asset Management
7
Lazard Asset Management
New York
$12.4M 398,428 +36,138 +10%
FWM
8
FFT Wealth Management
Pennsylvania
$11.4M 368,896 +210,032 +132%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$11.1M 351,873 +157,910 +81%
KLI
10
Kelman-Lazarov Inc
Tennessee
$10.4M 335,592 +272,072 +428%
AA
11
Auxano Advisors
Washington
$9.87M 318,070 +207,119 +187%
PCMC
12
Paragon Capital Management (Colorado)
Colorado
$9.52M 306,827 +306,827 New
VP
13
Verum Partners
North Carolina
$9.33M 300,842 +104,615 +53%
RJA
14
Raymond James & Associates
Florida
$6.7M 215,839 +215,839 New
LP
15
LGL Partners
Pennsylvania
$5.67M 182,645 +52,009 +40%
CIBC World Market
16
CIBC World Market
Ontario, Canada
$4.99M 161,001 +55,585 +53%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4.87M 157,060 +31,873 +25%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$4.36M 140,654 +127,142 +941%
AI
19
ArchPoint Investors
Florida
$3.79M 122,000 +122,000 New
CFO
20
Colony Family Offices
North Carolina
$3.74M 120,279 +52,797 +78%
DT
21
Diversified Trust
Tennessee
$2.83M 91,235 +91,235 New
HWM
22
HB Wealth Management
Georgia
$2.57M 83,008 +83,008 New
NEPWA
23
New England Private Wealth Advisors
Massachusetts
$2.33M 75,249 +22,200 +42%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$2.31M 74,460 +60,275 +425%
FCG
25
Financial Connections Group
California
$1.78M 57,323 +56,323 +5,632%