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GMO US Quality ETF

143 hedge funds and large institutions have $2.43B invested in GMO US Quality ETF in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 76 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 6

347% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 17

28% more capital invested

Capital invested by funds: $1.9B → $2.43B (+$527M)

20% more funds holding

Funds holding: 119143 (+24)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

4.41% more ownership

Funds ownership: 76.17%80.58% (+4.4%)

Holders
143
Holders Change
+24
Holders Change %
+20.17%
% of All Funds
1.74%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.23%
New
33
Increased
76
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
1
AIA Group
Hong Kong
$530M
AF
2
Allworth Financial
California
$319M +$752K +20,006 +0.2%
MFG
3
Merit Financial Group
Georgia
$288M +$17.7M +470,500 +7%
LA
4
Legacy Advisors
Pennsylvania
$134M +$13.1M +347,969 +11%
Lazard Asset Management
5
Lazard Asset Management
New York
$96.2M +$37.1M +986,402 +65%
BBHC
6
Brown Brothers Harriman & Co
New York
$86.2M +$48.9M +1,299,496 +138%
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$72.6M +$28.2M +748,613 +66%
PWM
8
Perigon Wealth Management
California
$63.6M +$62.2M +1,652,954 New
FWM
9
FFT Wealth Management
Pennsylvania
$61.1M +$4.16M +110,606 +7%
CAG
10
Crestwood Advisors Group
Massachusetts
$53.1M +$8.02M +213,284 +18%
TODC
11
Trustees of Dartmouth College
New Hampshire
$42.2M
AMPWP
12
Alvarez & Marsal Private Wealth Partners
Florida
$36.6M +$35.8M +951,420 New
PA
13
Pinnacle Associates
New York
$32.2M +$121K +3,215 +0.4%
AAS
14
Annex Advisory Services
Wisconsin
$31.2M +$3.27M +86,987 +12%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$30.2M +$23.9M +636,315 +513%
Raymond James Financial
16
Raymond James Financial
Florida
$27.4M +$1.6M +42,591 +6%
MML Investors Services
17
MML Investors Services
Massachusetts
$26.8M +$1.31M +34,762 +5%
PAM
18
Prodigy Asset Management
Nebraska
$24.8M +$20.4M +542,866 +534%
AA
19
Auxano Advisors
Washington
$23.5M +$906K +24,092 +4%
LPL Financial
20
LPL Financial
California
$23.3M +$16.4M +435,615 +255%
CTC
21
Central Trust Company
Missouri
$23.3M +$5.82M +154,897 +34%
HWM
22
HB Wealth Management
Georgia
$19.3M +$1.45M +38,656 +8%
CFO
23
Colony Family Offices
North Carolina
$17.4M +$1.45M +38,587 +9%
VP
24
Verum Partners
North Carolina
$16.3M +$632K +16,816 +4%
SCM
25
Stonehearth Capital Management
Massachusetts
$16.2M +$739K +19,655 +5%