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GMO US Quality ETF

149 hedge funds and large institutions have $2.98B invested in GMO US Quality ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 82 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 28

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

23% more capital invested

Capital invested by funds: $2.43B → $2.98B (+$555M)

4% more funds holding

Funds holding: 143149 (+6)

3.16% more ownership

Funds ownership: 80.58%83.74% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
1.84%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
17
Increased
82
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
1
AIA Group
Hong Kong
$499M
AF
2
Allworth Financial
California
$299M -$421K -10,971 -0.1%
BBHC
3
Brown Brothers Harriman & Co
New York
$293M +$224M +5,848,501 +261%
MFG
4
Merit Financial Group
Georgia
$289M +$18.5M +482,948 +6%
HWM
5
HB Wealth Management
Georgia
$214M +$207M +5,404,269 +1,079%
LA
6
Legacy Advisors
Pennsylvania
$128M +$1.38M +35,950 +1%
Lazard Asset Management
7
Lazard Asset Management
New York
$94M +$3.69M +96,253 +4%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$79.5M +$12M +311,656 +17%
CAG
9
Crestwood Advisors Group
Massachusetts
$64M +$14.9M +388,420 +28%
PWM
10
Perigon Wealth Management
California
$62.9M +$3.27M +85,374 +5%
AMPWP
11
Alvarez & Marsal Private Wealth Partners
Florida
$62.5M +$29.7M +774,133 +81%
FWM
12
FFT Wealth Management
Pennsylvania
$59.3M +$1.84M +47,974 +3%
AI
13
Atria Investments
North Carolina
$52.4M +$48.4M +1,262,902 +680%
TODC
14
Trustees of Dartmouth College
New Hampshire
$39.7M
MWM
15
Modern Wealth Management
Kansas
$38.1M +$39.6M +1,031,906 +11,963%
PAM
16
Prodigy Asset Management
Nebraska
$34.8M +$12.1M +316,665 +49%
AA
17
Auxano Advisors
Washington
$34.5M +$13.1M +342,424 +56%
Raymond James Financial
18
Raymond James Financial
Florida
$33.7M +$8.4M +218,970 +31%
AAS
19
Annex Advisory Services
Wisconsin
$32.4M +$3.28M +85,642 +11%
CTC
20
Central Trust Company
Missouri
$29.7M +$8.28M +215,930 +36%
TWM
21
Tanglewood Wealth Management
Texas
$29.5M +$31.3M +815,764 New
PA
22
Pinnacle Associates
New York
$29.3M -$1.07M -27,948 -3%
MML Investors Services
23
MML Investors Services
Massachusetts
$27M +$1.87M +48,659 +7%
LPL Financial
24
LPL Financial
California
$24M +$2.23M +58,059 +10%
NRC
25
New Republic Capital
North Carolina
$18.3M +$3.59M +93,681 +23%