Gmo ETF Trust (QLTI) Hedge Fund Ownership (Q2 2026)

Gmo ETF Trust (QLTI)

18 + Investors. Track Smart Money conviction in QLTI. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — QLTI

Based on 18 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their QLTI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 86% of 3.0Y peak

86% of all-time peak

18 funds currently hold this stock — 86% of the 3.0-year high of 21 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

🚀

Fast accumulation — +80% more funds vs a year ago

fund count last 6Q

+8 new funds entered over the past year (+80% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 55% buying

11 buying9 selling

Last quarter: 11 funds bought or added vs 9 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 4 → 8 → 6 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 44% entered in last year

■ 22% conviction (2yr+) ■ 33% medium ■ 44% new

Only 4 funds (22%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

📊

Peak discovery — momentum slowing

5 → 4 → 8 → 6 → 2 new funds/Q

New funds entering each quarter: 4 → 8 → 6 → 2. QLTI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

📊

Mixed cohorts — 28% veterans, 50% new entrants

■ 28% veterans ■ 22% 1-2yr ■ 50% new

Of 18 current holders: 5 (28%) held 2+ years, 4 held 1–2 years, 9 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds

2 of 18 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	18	21	-14.29%
13F Shares	4M	3M	9.74%
Total Value	$98M	$83M	18.78%
New Positions	2	6	-4
Increased Positions	9	6	+3
Closed Positions	5	5	-
Reduced Positions	4	5	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

-14.29%

13F Shares

9.74%

Total Value

$98M

$83M

18.78%

New Positions

-4

Increased Positions

Closed Positions

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

18 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in QLTI. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 17 QLTI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Beta Wealth Group, Inc.	7.01%	691,497	$18.7M
2	Hartford Financial Management Inc.	1.57%	259,532	$7.0M
3	Berkeley, Inc	1.14%	134,347	$3.6M
4	Broyhill Asset Management, LLC	0.27%	11,200	$303K
5	Orcam Financial Group	0.17%	13,000	$351K
6	Moneta Group Investment Advisors LLC	0.08%	412,710	$11.2M
7	Lazard Asset Management LLC	0.06%	1,457,374	$39.4M
8	Dynamic Advisor Solutions LLC	0.01%	19,447	$526K
9	Capital Investment Advisors, LLC	0.01%	30,150	$815K
10	HighTower Advisors, LLC	0.01%	387,989	$10.5M
11	Grantham, Mayo, Van Otterloo & Co. LLC	0.00%	76,288	$2.1M
12	Parallel Advisors, LLC	0.00%	5,667	$153K
13	Jane Street Group, LLC	0.00%	80,140	$2.2M
14	Citadel Advisors LLC	0.00%	34,505	$933K
15	Raymond James Financial Inc	0.00%	9,406	$254K
16	Mercer Global Advisors Inc /Adv	0.00%	643	$17K
17	UBS Group AG	0.00%	1,471	$40K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Gmo ETF Trust (QLTI)

What does the Smart Money Trend signal show for QLTI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their QLTI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for QLTI?

Slight buying edge — 55% buying: Last quarter: 11 funds bought or added vs 9 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for QLTI holders?

Smaller funds dominant — 1% AUM from top-100: 2 of 18 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held QLTI?

Mostly new holders — 44% entered in last year: Only 4 funds (22%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Gmo ETF Trust (QLTI)

Smart Money Signals — QLTI

Selling streak — 1 quarter in a row

High ownership — 86% of 3.0Y peak

Fast accumulation — +80% more funds vs a year ago

Slight buying edge — 55% buying

Steady new buyers — ~2 new funds per quarter

Mostly new holders — 44% entered in last year

Peak discovery — momentum slowing

Mixed cohorts — 28% veterans, 50% new entrants

Smaller funds dominant — 1% AUM from top-100

Institutional Sentiment Summary — QLTI

Hedge Fund Ownership: QLTI

Market Analysis: QLTI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: QLTI

Hedge Fund Positioning: QLTI

Statistics: QLTI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Gmo ETF Trust (QLTI)

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