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GMO US Quality ETF

78 hedge funds and large institutions have $816M invested in GMO US Quality ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 6 reducing their positions, and 6 closing their positions.

Holders
78
Holders Change
+8
Holders Change %
+11.43%
% of All Funds
1.13%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
15
Increased
54
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AF
1
Allworth Financial
California
$251M 7,702,964 +208,443 +3%
AG
2
AIA Group
Hong Kong
$186M 5,706,925 +1,584,253 +38%
AAS
3
Annex Advisory Services
Wisconsin
$115M 3,513,341 +2,963,285 +539%
HighTower Advisors
4
HighTower Advisors
Illinois
$45.8M 1,404,151 +6,640 +0.5%
CAG
5
Crestwood Advisors Group
Massachusetts
$31.9M 978,565 +81,229 +9%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$16.2M 495,254 +338,194 +215%
FWM
7
FFT Wealth Management
Pennsylvania
$15.2M 466,209 +97,313 +26%
Lazard Asset Management
8
Lazard Asset Management
New York
$14.6M 446,345 +47,917 +12%
AA
9
Auxano Advisors
Washington
$13M 399,290 +81,220 +26%
VP
10
Verum Partners
North Carolina
$11.2M 344,669 +43,827 +15%
KLI
11
Kelman-Lazarov Inc
Tennessee
$11.2M 344,577 +8,985 +3%
PCMC
12
Paragon Capital Management (Colorado)
Colorado
$10.5M 321,410 +14,583 +5%
RJA
13
Raymond James & Associates
Florida
$8.43M 258,654 +42,815 +20%
LP
14
LGL Partners
Pennsylvania
$7.58M 232,437 +49,792 +27%
CFO
15
Colony Family Offices
North Carolina
$7.17M 219,391 +99,112 +82%
CIBC World Market
16
CIBC World Market
Ontario, Canada
$5.98M 183,284 +22,283 +14%
HWM
17
HB Wealth Management
Georgia
$5.08M 155,667 +72,659 +88%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$4.49M 137,839 +63,379 +85%
DT
19
Diversified Trust
Tennessee
$4.33M 132,703 +41,468 +45%
NEPWA
20
New England Private Wealth Advisors
Massachusetts
$4.12M 126,209 +50,960 +68%
AI
21
ArchPoint Investors
Florida
$3.99M 122,000
LPL Financial
22
LPL Financial
California
$3.27M 100,416 +47,352 +89%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.31M 70,878 -69,776 -50%
FCG
24
Financial Connections Group
California
$2.22M 68,126 +10,803 +19%
PGAM
25
Princeton Global Asset Management
New Jersey
$2.19M 67,124 +13,409 +25%