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GMO US Quality ETF
QLTY

Overview Fund Activity

106 hedge funds and large institutions have $1.2B invested in GMO US Quality ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
106
Holders Change
+7
Holders Change %
+7.07%
% of All Funds
1.44%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.18%
New
19
Increased
53
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
1
Gitterman Wealth Management
New Jersey
$49.4M
2
MFG
2
Merit Financial Group
Georgia
$149M
3
AG
3
AIA Group
Hong Kong
$274M
4
FWM
4
FFT Wealth Management
Pennsylvania
$37.7M
5
CFO
5
Colony Family Offices
North Carolina
$17.6M

Top Sellers

1
AIM
1
Archer Investment Management
Texas
$10M
2
AF
2
Allworth Financial
California
$242M
3
HWM
3
HB Wealth Management
Georgia
$6.42M
4
LP
4
LGL Partners
Pennsylvania
$5.15M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.08M
Name Market Value Shares Shares
Change 		Shares
Change %
AG
1
AIA Group
Hong Kong
$274M 8,756,637 +612,315 +8%
AF
2
Allworth Financial
California
$242M 7,957,838 -143,157 -2%
MFG
3
Merit Financial Group
Georgia
$149M 4,754,903 +1,052,948 +28%
GWM
4
Gitterman Wealth Management
New Jersey
$49.4M 1,579,109 +1,579,109 New
HighTower Advisors
5
HighTower Advisors
Illinois
$43.4M 1,389,057 +15,998 +1%
AAS
6
Annex Advisory Services
Wisconsin
$40.9M 1,309,663 +12,354 +1%
FWM
7
FFT Wealth Management
Pennsylvania
$37.7M 1,202,553 +403,984 +51%
Raymond James Financial
8
Raymond James Financial
Florida
$33M 1,054,658 +261,608 +33%
CAG
9
Crestwood Advisors Group
Massachusetts
$32.7M 1,047,450 +27,188 +3%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$27.9M 891,374 +131,082 +17%
PA
11
Pinnacle Associates
New York
$25.9M 828,257 – –
Lazard Asset Management
12
Lazard Asset Management
New York
$23.2M 618,126 +134,450 +28%
CFO
13
Colony Family Offices
North Carolina
$17.6M 563,489 +313,875 +126%
AA
14
Auxano Advisors
Washington
$16.9M 539,828 +51,973 +11%
VP
15
Verum Partners
North Carolina
$12M 383,700 +20,862 +6%
KLI
16
Kelman-Lazarov Inc
Tennessee
$10.9M 348,551 +14,596 +4%
PCMC
17
Paragon Capital Management (Colorado)
Colorado
$10.6M 338,251 +14,018 +4%
AIM
18
Archer Investment Management
Texas
$10M 320,539 -142,678 -31%
MML Investors Services
19
MML Investors Services
Massachusetts
$9.01M 288,099 +268,504 +1,370%
SC
20
SouthState Corp
Florida
$8.67M 277,435 +277,435 New
LCM
21
Leisure Capital Management
California
$7.03M 224,742 +224,742 New
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$6.52M 208,484 +39,684 +24%
HWM
23
HB Wealth Management
Georgia
$6.42M 205,316 -89,275 -30%
NEPWA
24
New England Private Wealth Advisors
Massachusetts
$5.63M 179,958 +12,341 +7%
AI
25
ArchPoint Investors
Florida
$5.26M 168,000 +46,000 +38%
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