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GMO US Quality ETF

108 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, 55 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 23

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

13% more capital invested

Capital invested by funds: $1.07B → $1.2B (+$134M)

8% more funds holding

Funds holding: 100108 (+8)

0.79% less ownership

Funds ownership: 74.84%74.05% (-0.79%)

Holders
108
Holders Change
+8
Holders Change %
+8%
% of All Funds
1.45%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
19
Increased
55
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
1
AIA Group
Hong Kong
$274M +$20M +612,315 +8%
AF
2
Allworth Financial
California
$242M -$4.67M -143,157 -2%
MFG
3
Merit Financial Group
Georgia
$149M +$34.4M +1,052,948 +28%
GWM
4
Gitterman Wealth Management
New Jersey
$49.4M +$51.5M +1,579,109 New
HighTower Advisors
5
HighTower Advisors
Illinois
$43.4M +$522K +15,998 +1%
AAS
6
Annex Advisory Services
Wisconsin
$40.9M +$403K +12,354 +1%
FWM
7
FFT Wealth Management
Pennsylvania
$37.7M +$13.2M +403,984 +51%
Raymond James Financial
8
Raymond James Financial
Florida
$33M +$8.53M +261,608 +33%
CAG
9
Crestwood Advisors Group
Massachusetts
$32.7M +$887K +27,188 +3%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$27.9M +$4.28M +131,082 +17%
PA
11
Pinnacle Associates
New York
$25.9M
Lazard Asset Management
12
Lazard Asset Management
New York
$23.2M +$4.39M +134,450 +28%
CFO
13
Colony Family Offices
North Carolina
$17.6M +$10.2M +313,875 +126%
AA
14
Auxano Advisors
Washington
$16.9M +$1.7M +51,973 +11%
VP
15
Verum Partners
North Carolina
$12M +$681K +20,862 +6%
KLI
16
Kelman-Lazarov Inc
Tennessee
$10.9M +$476K +14,596 +4%
PCMC
17
Paragon Capital Management (Colorado)
Colorado
$10.6M +$457K +14,018 +4%
AIM
18
Archer Investment Management
Texas
$10M -$4.65M -142,678 -31%
MML Investors Services
19
MML Investors Services
Massachusetts
$9.01M +$8.76M +268,504 +1,370%
SC
20
SouthState Corp
Florida
$8.67M +$9.05M +277,435 New
AA
21
Alpha Advisors
Virginia
$7.2M +$924K +28,337 +14%
LCM
22
Leisure Capital Management
California
$7.03M +$7.33M +224,742 New
JP Morgan Chase
23
JP Morgan Chase
New York
$6.52M +$1.29M +39,684 +24%
HWM
24
HB Wealth Management
Georgia
$6.42M -$2.91M -89,275 -30%
NEPWA
25
New England Private Wealth Advisors
Massachusetts
$5.63M +$403K +12,341 +7%

QLTY Hedge Fund Activity: Q1 2025 in Review

108 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in GMO US Quality ETF (QLTY) for Q1 2025, worth a combined $1.2B — up 13% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new QLTY positions and 8 closed out — a net gain of 11 holders — while 55 added to existing stakes and 23 trimmed.

The largest buyer was Gitterman Wealth Management, opening a new position worth an estimated $51.5M. The largest seller was Allworth Financial, cutting an estimated $4.67M.

  • 108 institutional investors held GMO US Quality ETF (QLTY) as of Q1 2025, up from 100 in Q4 2024.
  • Funds reported $1.2B of GMO US Quality ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 19 funds opened new GMO US Quality ETF positions in Q1 2025 and 8 closed out, a net change of +11 holders.
  • The largest GMO US Quality ETF buyer in Q1 2025 was Gitterman Wealth Management, an estimated $51.5M added.
  • The largest GMO US Quality ETF seller in Q1 2025 was Allworth Financial, an estimated $4.67M sold.

Based on aggregated 13F filings for Q1 2025.