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GMO US Quality ETF

99 hedge funds and large institutions have $1.06B invested in GMO US Quality ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
99
Holders Change
+21
Holders Change %
+26.92%
% of All Funds
1.32%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.12%
New
29
Increased
41
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AF
1
Allworth Financial
California
$268M 8,100,995 +398,031 +5%
AG
2
AIA Group
Hong Kong
$260M 8,144,322 +2,437,397 +43%
MFG
3
Merit Financial Group
Georgia
$118M 3,701,955 +3,701,955 New
HighTower Advisors
4
HighTower Advisors
Illinois
$43.9M 1,373,059 -31,092 -2%
AAS
5
Annex Advisory Services
Wisconsin
$41.5M 1,297,309 -2,216,032 -63%
CAG
6
Crestwood Advisors Group
Massachusetts
$32.6M 1,020,262 +41,697 +4%
PA
7
Pinnacle Associates
New York
$26.5M 828,257 +828,257 New
FWM
8
FFT Wealth Management
Pennsylvania
$25.5M 798,569 +332,360 +71%
Raymond James Financial
9
Raymond James Financial
Florida
$25.4M 793,050 +793,050 New
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$24.3M 760,292 +760,292 New
AA
11
Auxano Advisors
Washington
$15.6M 487,855 +88,565 +22%
Lazard Asset Management
12
Lazard Asset Management
New York
$15.5M 483,676 +37,331 +8%
AIM
13
Archer Investment Management
Texas
$14.8M 463,217 +463,217 New
VP
14
Verum Partners
North Carolina
$11.6M 362,838 +18,169 +5%
KLI
15
Kelman-Lazarov Inc
Tennessee
$10.7M 333,955 -10,622 -3%
PCMC
16
Paragon Capital Management (Colorado)
Colorado
$10.4M 324,233 +2,823 +0.9%
HWM
17
HB Wealth Management
Georgia
$9.43M 294,591 +138,924 +89%
CFO
18
Colony Family Offices
North Carolina
$7.98M 249,614 +30,223 +14%
LP
19
LGL Partners
Pennsylvania
$7.94M 248,286 +15,849 +7%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$5.4M 168,800 +30,961 +22%
NEPWA
21
New England Private Wealth Advisors
Massachusetts
$5.36M 167,617 +41,408 +33%
TWP
22
Tempus Wealth Planning
California
$4.92M 153,900 +153,900 New
DT
23
Diversified Trust
Tennessee
$4.18M 130,747 -1,956 -1%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$4.11M 128,639 -54,645 -30%
AI
25
ArchPoint Investors
Florida
$3.9M 122,000