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GMO US Quality ETF
QLTY

Overview Fund Activity

110 hedge funds and large institutions have $1.43B invested in GMO US Quality ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+4
Holders Change %
+3.77%
% of All Funds
1.48%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.19%
New
13
Increased
50
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
Merit Financial Group
Georgia
$234M
2
Lazard Asset Management
Lazard Asset Management
New York
$40.5M
3
SCM
Stonehearth Capital Management
Massachusetts
$13.3M
4
MML Investors Services
MML Investors Services
Massachusetts
$20.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.94M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$3.94M
2
AAS
Annex Advisory Services
Wisconsin
$23.6M
3
AG
AIA Group
Hong Kong
$297M
4
AIM
Archer Investment Management
Texas
$7.86M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
1
AIA Group
Hong Kong
$297M -$3.36M -98,151 -1%
AF
2
Allworth Financial
California
$279M +$5.93M +172,950 +2%
MFG
3
Merit Financial Group
Georgia
$234M +$70.9M +2,068,669 +44%
GWM
4
Gitterman Wealth Management
New Jersey
$55.7M +$1.57M +45,803 +3%
FWM
5
FFT Wealth Management
Pennsylvania
$47.8M +$6.89M +202,488 +17%
Lazard Asset Management
6
Lazard Asset Management
New York
$40.5M +$19.3M +564,093 +91%
Raymond James Financial
7
Raymond James Financial
Florida
$39.8M +$3.63M +105,834 +10%
CAG
8
Crestwood Advisors Group
Massachusetts
$36.8M +$944K +27,566 +3%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$34.4M +$3.82M +111,357 +12%
PA
10
Pinnacle Associates
New York
$28.4M +$10.3K +300 +0%
AAS
11
Annex Advisory Services
Wisconsin
$23.6M -$21.3M -621,148 -47%
MML Investors Services
12
MML Investors Services
Massachusetts
$20.4M +$10.5M +307,064 +107%
AA
13
Auxano Advisors
Washington
$19.2M +$724K +21,136 +4%
CFO
14
Colony Family Offices
North Carolina
$17.5M -$1.78M -51,813 -9%
HWM
15
HB Wealth Management
Georgia
$14.9M +$7.84M +228,819 +111%
SCM
16
Stonehearth Capital Management
Massachusetts
$13.3M +$13.3M +389,209 New
VP
17
Verum Partners
North Carolina
$12.8M -$357K -10,411 -3%
KLI
18
Kelman-Lazarov Inc
Tennessee
$12.6M +$691K +20,178 +6%
PCMC
19
Paragon Capital Management (Colorado)
Colorado
$12.3M +$713K +20,798 +6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$9.94M +$9.15M +267,115 +1,165%
SC
21
SouthState Corp
Florida
$9.23M -$278K -8,101 -3%
P
22
&Partners
Tennessee
$8.98M +$8.98M +259,884 New
LCM
23
Leisure Capital Management
California
$8.04M +$338K +9,880 +4%
AIM
24
Archer Investment Management
Texas
$7.86M -$3.12M -91,189 -28%
NRC
25
New Republic Capital
North Carolina
$7.65M +$3.36M +98,194 +79%
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