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GMO US Quality ETF

111 hedge funds and large institutions have $1.44B invested in GMO US Quality ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 34

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

19% more capital invested

Capital invested by funds: $1.2B → $1.44B (+$232M)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

3% more funds holding

Funds holding: 108111 (+3)

2.16% less ownership

Funds ownership: 74.05%71.9% (-2.2%)

Holders
111
Holders Change
+3
Holders Change %
+2.78%
% of All Funds
1.46%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
13
Increased
51
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
1
AIA Group
Hong Kong
$297M -$3.11M -98,151 -1%
AF
2
Allworth Financial
California
$279M +$5.49M +172,950 +2%
MFG
3
Merit Financial Group
Georgia
$234M +$65.6M +2,068,669 +44%
GWM
4
Gitterman Wealth Management
New Jersey
$55.7M +$1.45M +45,803 +3%
FWM
5
FFT Wealth Management
Pennsylvania
$47.8M +$6.42M +202,488 +17%
Lazard Asset Management
6
Lazard Asset Management
New York
$40.5M +$17.9M +564,093 +91%
Raymond James Financial
7
Raymond James Financial
Florida
$39.8M +$3.36M +105,834 +10%
CAG
8
Crestwood Advisors Group
Massachusetts
$36.8M +$874K +27,566 +3%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$34.4M +$3.53M +111,357 +12%
PA
10
Pinnacle Associates
New York
$28.4M +$9.52K +300 +0%
AAS
11
Annex Advisory Services
Wisconsin
$23.6M -$19.7M -621,148 -47%
MML Investors Services
12
MML Investors Services
Massachusetts
$20.4M +$9.74M +307,064 +107%
AA
13
Auxano Advisors
Washington
$19.2M +$670K +21,136 +4%
CFO
14
Colony Family Offices
North Carolina
$17.5M -$1.64M -51,813 -9%
HWM
15
HB Wealth Management
Georgia
$14.9M +$7.26M +228,819 +111%
SCM
16
Stonehearth Capital Management
Massachusetts
$13.3M +$12.3M +389,209 New
VP
17
Verum Partners
North Carolina
$12.8M -$330K -10,411 -3%
KLI
18
Kelman-Lazarov Inc
Tennessee
$12.6M +$640K +20,178 +6%
PCMC
19
Paragon Capital Management (Colorado)
Colorado
$12.3M +$660K +20,798 +6%
AA
20
Alpha Advisors
Virginia
$10.3M +$2.22M +69,914 +30%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$9.94M +$8.47M +267,115 +1,165%
SC
22
SouthState Corp
Florida
$9.23M -$257K -8,101 -3%
P
23
&Partners
Tennessee
$8.98M +$8.24M +259,884 New
LCM
24
Leisure Capital Management
California
$8.04M +$313K +9,880 +4%
AIM
25
Archer Investment Management
Texas
$7.86M -$2.89M -91,189 -28%

QLTY Hedge Fund Activity: Q2 2025 in Review

111 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in GMO US Quality ETF (QLTY) for Q2 2025, worth a combined $1.44B — up 19% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new QLTY positions and 10 closed out — a net gain of 3 holders — while 51 added to existing stakes and 34 trimmed.

The largest buyer was Merit Financial Group, adding an estimated $65.6M. The largest seller was HighTower Advisors, cutting an estimated $40.4M.

  • 111 institutional investors held GMO US Quality ETF (QLTY) as of Q2 2025, up from 108 in Q1 2025.
  • Funds reported $1.44B of GMO US Quality ETF stock for Q2 2025, up 19% quarter-over-quarter.
  • 13 funds opened new GMO US Quality ETF positions in Q2 2025 and 10 closed out, a net change of +3 holders.
  • The largest GMO US Quality ETF buyer in Q2 2025 was Merit Financial Group, an estimated $65.6M added.
  • The largest GMO US Quality ETF seller in Q2 2025 was HighTower Advisors, an estimated $40.4M sold.

Based on aggregated 13F filings for Q2 2025.