GMO US Quality ETF
QLTY
80 hedge funds and large institutions have $817M invested in GMO US Quality ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 6 reducing their positions, and 6 closing their positions.
833% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 6
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
32% more capital invested
Capital invested by funds: $621M → $817M (+$196M)
11% more funds holding
Funds holding: 72 → 80 (+8)
8.62% less ownership
Funds ownership: 76.71% → 68.1% (-8.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$93.2M |
| 2 |
AG
AIA Group
Hong Kong
|
+$49.8M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$10.6M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
+$6.55M |
| 5 |
CFO
Colony Family Offices
Charlotte,
North Carolina
|
+$3.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Pinnacle Associates
New York
|
-$25.4M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$11.1M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.19M |
| 4 |
Jane Street
New York
|
-$939K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$314K |
QLTY Hedge Fund Activity: Q3 2024 in Review
80 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in GMO US Quality ETF (QLTY) for Q3 2024, worth a combined $817M — up 32% from $621M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new QLTY positions and 6 closed out — a net gain of 9 holders — while 56 added to existing stakes and 6 trimmed.
The largest buyer was Annex Advisory Services, adding an estimated $93.2M. The largest seller was Pinnacle Associates, exiting entirely with an estimated $25.4M sold.
- 80 institutional investors held GMO US Quality ETF (QLTY) as of Q3 2024, up from 72 in Q2 2024.
- Funds reported $817M of GMO US Quality ETF stock for Q3 2024, up 32% quarter-over-quarter.
- 15 funds opened new GMO US Quality ETF positions in Q3 2024 and 6 closed out, a net change of +9 holders.
- The largest GMO US Quality ETF buyer in Q3 2024 was Annex Advisory Services, an estimated $93.2M added.
- The largest GMO US Quality ETF seller in Q3 2024 was Pinnacle Associates, an estimated $25.4M sold.
Based on aggregated 13F filings for Q3 2024.