GMO Investment Grade CreditINVGETF
13F holders, Q3 2025 (September 30)2holders −3
0new positions
3sold out
2famous investors
$25.85avg. 13F price*
At the end of Q3 2025, 2 institutions reported holding GMO Investment Grade Credit (INVG) in their 13F filings, down 3 from Q2 2025. 0 opened new positions and 3 sold out. The largest holders were GMO ($6.5M) and Citadel Advisors ($402K). 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
- 2023 ETF SERIES TRUST II (Q3 2025)
- CUSIP
- 90139K506
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 3 | $807K |
All 13F filers, Q2 2025 → Q3 2025: 207,100 shares bought and 34,300 shares sold, net +172,800 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| GMO | 0.02% | Add +481.9% | 250,080 | $6.5M |
| Citadel Advisors | 0.00% | Reduce -14.9% | 15,551 | $402K |
"% of holder's portfolio" is INVG's weight in each manager's 13F, not the share of GMO Investment Grade Credit the manager owns.