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GMO US Quality ETF

119 hedge funds and large institutions have $1.9B invested in GMO US Quality ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

93% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 30

32% more capital invested

Capital invested by funds: $1.44B → $1.9B (+$466M)

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

7% more funds holding

Funds holding: 111119 (+8)

4.28% more ownership

Funds ownership: 71.9%76.17% (+4.3%)

Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
1.56%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.24%
New
14
Increased
58
Reduced
30
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
1
AIA Group
Hong Kong
$499M +$179M +5,124,864 +59%
AF
2
Allworth Financial
California
$299M +$4.73M +135,354 +2%
MFG
3
Merit Financial Group
Georgia
$254M +$7M +200,508 +3%
LA
4
Legacy Advisors
Pennsylvania
$114M +$107M +3,056,632 +3,427%
GWM
5
Gitterman Wealth Management
New Jersey
$58.7M -$54.8K -1,570 -0.1%
FWM
6
FFT Wealth Management
Pennsylvania
$53.6M +$2.51M +71,758 +5%
CAG
7
Crestwood Advisors Group
Massachusetts
$42.3M +$3.25M +93,000 +9%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$41.2M +$4.73M +135,405 +14%
TODC
9
Trustees of Dartmouth College
New Hampshire
$39.7M +$38.3M +1,096,022 New
BBHC
10
Brown Brothers Harriman & Co
New York
$34.1M +$27.3M +782,842 +494%
PA
11
Pinnacle Associates
New York
$30.2M +$226K +6,483 +0.8%
AAS
12
Annex Advisory Services
Wisconsin
$26.2M +$1.24M +35,482 +5%
Lazard Asset Management
13
Lazard Asset Management
New York
$24.9M +$11.6M +332,648 +28%
Raymond James Financial
14
Raymond James Financial
Florida
$24.3M -$17.1M -490,055 -42%
MML Investors Services
15
MML Investors Services
Massachusetts
$24M +$2.36M +67,602 +11%
AA
16
Auxano Advisors
Washington
$21.2M +$906K +25,960 +5%
HWM
17
HB Wealth Management
Georgia
$16.7M +$982K +28,115 +6%
CTC
18
Central Trust Company
Missouri
$16.3M +$15.6M +447,706 +18,296%
CFO
19
Colony Family Offices
North Carolina
$15M -$3.45M -98,910 -19%
VP
20
Verum Partners
North Carolina
$14.7M +$1.15M +33,020 +9%
SCM
21
Stonehearth Capital Management
Massachusetts
$14.5M +$417K +11,929 +3%
PCMC
22
Paragon Capital Management (Colorado)
Colorado
$13.5M +$497K +14,247 +4%
KLI
23
Kelman-Lazarov Inc
Tennessee
$13.2M -$168K -4,804 -1%
NRC
24
New Republic Capital
North Carolina
$12.1M +$3.9M +111,750 +50%
AA
25
Alpha Advisors
Virginia
$11.1M +$237K +6,796 +2%

QLTY Hedge Fund Activity: Q3 2025 in Review

119 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in GMO US Quality ETF (QLTY) for Q3 2025, worth a combined $1.9B — up 32% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new QLTY positions and 4 closed out — a net gain of 10 holders — while 58 added to existing stakes and 30 trimmed.

The largest buyer was AIA Group, adding an estimated $179M. The largest seller was Raymond James Financial, cutting an estimated $17.1M.

  • 119 institutional investors held GMO US Quality ETF (QLTY) as of Q3 2025, up from 111 in Q2 2025.
  • Funds reported $1.9B of GMO US Quality ETF stock for Q3 2025, up 32% quarter-over-quarter.
  • 14 funds opened new GMO US Quality ETF positions in Q3 2025 and 4 closed out, a net change of +10 holders.
  • The largest GMO US Quality ETF buyer in Q3 2025 was AIA Group, an estimated $179M added.
  • The largest GMO US Quality ETF seller in Q3 2025 was Raymond James Financial, an estimated $17.1M sold.

Based on aggregated 13F filings for Q3 2025.