Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GMO ETF TRUST (QLTY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
9Q ▲
Buyers last Q
82%

Smart Money Signals — QLTY

Based on 134 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added QLTY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
134 hedge funds hold QLTY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +46% more funds vs a year ago

fund count last 6Q
+42 new funds entered over the past year (+46% 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.
🟢

More buyers than sellers — 82% buying

103 buying23 selling
Last quarter: 103 funds were net buyers (31 opened a brand new position + 72 added to an existing one). Only 23 were sellers (16 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter
Funds opening a new QLTY position: 20 → 10 → 13 → 31. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 37% entered in last year

■ 8% conviction (2yr+) ■ 55% medium ■ 37% new
Only 11 funds (8%) 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.
📈

Growing discovery — still being found

26 → 20 → 10 → 13 → 31 new funds/Q
New funds entering each quarter: 20 → 10 → 13 → 31. A growing number of institutions are discovering QLTY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 1% veterans, 54% new entrants

■ 1% veterans ■ 45% 1-2yr ■ 54% new
Of 134 current holders: 1 (1%) held 2+ years, 60 held 1–2 years, 73 (54%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
11 of 134 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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.

Hedge Fund Ownership: QLTY

How many hedge funds hold QLTY — quarterly history vs. share price
Quarterly hedge fund ownership of QLTY vs. share price

Market Analysis: QLTY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QLTY

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 9 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: QLTY
2026 Q1 Stats Unlock in 19 days 134 + Investors

Track Smart Money conviction in QLTY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 134 110 21.82%
13F Shares 62M 52M 18.35%
Total Value $2.37B $1.85B 27.83%
New Positions 31 13 +18
Increased Positions 72 57 +15
Closed Positions 7 6 +1
Reduced Positions 16 25 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QLTY

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

134 + investors

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

Top 25 institutional holders of QLTY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stonehearth Capital Management, LLC 6.32% 440,926 $16.0M
2 Colony Family Offices, LLC 4.35% 487,099 $17.7M
3 Verum Partners LLC 3.13% 454,898 $16.5M
4 Paragon Capital Management Ltd 2.99% 392,959 $14.2M
5 Tanglewood Wealth Management, Inc. 2.44% 815,764 $29.5M
6 Merit Financial Group, LLC 2.14% 7,977,528 $288.6M
7 Kelman-Lazarov, Inc. 1.97% 380,573 $13.8M
8 Allegheny Financial Group 1.95% 400,548 $14.5M
9 Sprinkle Financial Consultants LLC 1.46% 87,268 $3.2M
10 HB Wealth Management, LLC 1.38% 5,905,175 $213.6M
11 Hartford Financial Management Inc. 1.27% 137,840 $5.0M
12 Perigon Wealth Management, LLC 1.14% 1,738,328 $62.9M
13 Tempus Wealth Planning, LLC 1.10% 132,256 $4.8M
14 CERTIOR FINANCIAL GROUP, LLC 1.04% 45,279 $1.6M
15 Triangle Securities Wealth Management 1.00% 121,885 $4.4M
16 Archer Investment Management, LLC 0.93% 61,200 $2.2M
17 Annex Advisory Services, LLC 0.61% 896,626 $32.4M
18 CENTRAL TRUST Co 0.58% 820,980 $29.7M
19 Princeton Global Asset Management LLC 0.51% 86,849 $3.1M
20 Berkeley, Inc 0.51% 41,942 $1.5M
21 LAM GROUP, INC. 0.43% 21,440 $776K
22 PINNACLE ASSOCIATES LTD 0.38% 810,307 $29.3M
23 VICUS CAPITAL 0.37% 139,323 $5.0M
24 Indivisible Partners 0.36% 113,303 $4.1M
25 Aspen Investment Management Inc 0.31% 27,800 $1K
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 (QLTY)

What does the Smart Money Trend signal show for QLTY?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added QLTY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for QLTY?

More buyers than sellers — 82% buying: Last quarter: 103 funds were net buyers (31 opened a brand new position + 72 added to an existing one). Only 23 were sellers (16 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for QLTY holders?

Smaller funds dominant — 2% AUM from top-100: 11 of 134 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held QLTY?

Mostly new holders — 37% entered in last year: Only 11 funds (8%) 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.