GMO Investment Grade CreditINVGETF

13F holders, Q2 2026 (June 30)
6holders +3
3new positions
0sold out
2famous investors
$25.40avg. 13F price*

At the end of Q2 2026, 6 institutions reported holding GMO Investment Grade Credit (INVG) in their 13F filings, up 3 from Q1 2026. 3 opened new positions and 0 sold out. The largest holders were GMO ($15.3M), Goldman Sachs Group Inc. ($4.9M) and State of New Jersey Common Pension Fund D ($2.2M). 2 famous investors held it, including Jeremy Grantham (0.0% of GMO's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
GMO Investment Grade Credit
Filed as
GMO ETF TRUST (Q2 2026)
CUSIP
90139K506
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246 Q2 2025: 5Q2 2025Q3 2025: 2Q3 2025Q4 2025: 3Q4 2025Q1 2026: 3Q1 2026Q2 2026: 6Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions3$2.6M
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 236,585 shares bought and 153,345 shares sold, net +83,240 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

GMO 0.03% Reduce -20.0% 600,534 $15.3M
Goldman Sachs Group Inc. 0.00% Add +248.3% 191,023 $4.9M
State of New Jersey Common Pension Fund D 0.01% New 85,000 $2.2M
Jane Street Group, LLC 0.00% New 15,409 $391K
Citadel Advisors 0.00% Reduce -23.0% 10,065 $256K
UBS Group AG 0.00% New 3 $76

"% of holder's portfolio" is INVG's weight in each manager's 13F, not the share of GMO Investment Grade Credit the manager owns.