GMO US Quality ETF
QLTY
101 hedge funds and large institutions have $1.07B invested in GMO US Quality ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 43 increasing their positions, 18 reducing their positions, and 5 closing their positions.
480% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 5
150% more funds holding in top 10
Funds holding in top 10: 4 → 10 (+6)
139% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 18
31% more capital invested
Capital invested by funds: $817M → $1.07B (+$252M)
26% more funds holding
Funds holding: 80 → 101 (+21)
6.75% more ownership
Funds ownership: 68.1% → 74.85% (+6.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$120M |
| 2 |
AG
AIA Group
Hong Kong
|
+$79.2M |
| 3 |
PA
Pinnacle Associates
New York
|
+$26.9M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$24.7M |
| 5 |
AF
Allworth Financial
Folsom,
California
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
-$72M |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$1.78M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.32M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$1.01M |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$571K |
QLTY Hedge Fund Activity: Q4 2024 in Review
101 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in GMO US Quality ETF (QLTY) for Q4 2024, worth a combined $1.07B — up 31% from $817M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new QLTY positions and 5 closed out — a net gain of 24 holders — while 43 added to existing stakes and 18 trimmed.
The largest buyer was Merit Financial Group, opening a new position worth an estimated $120M. The largest seller was Annex Advisory Services, cutting an estimated $72M.
- 101 institutional investors held GMO US Quality ETF (QLTY) as of Q4 2024, up from 80 in Q3 2024.
- Funds reported $1.07B of GMO US Quality ETF stock for Q4 2024, up 31% quarter-over-quarter.
- 29 funds opened new GMO US Quality ETF positions in Q4 2024 and 5 closed out, a net change of +24 holders.
- The largest GMO US Quality ETF buyer in Q4 2024 was Merit Financial Group, an estimated $120M added.
- The largest GMO US Quality ETF seller in Q4 2024 was Annex Advisory Services, an estimated $72M sold.
Based on aggregated 13F filings for Q4 2024.