GMO Investment Grade CreditINVGETF

13F holders, Q4 2025 (December 31)
3holders +1
2new positions
1sold out
1famous investor
$25.66avg. 13F price*

At the end of Q4 2025, 3 institutions reported holding GMO Investment Grade Credit (INVG) in their 13F filings, up 1 from Q3 2025. 2 opened new positions and 1 sold out. The largest holders were GMO ($15.9M), Goldman Sachs Group Inc. ($367K) and Jane Street Group, LLC ($266K). One famous investor held it Jeremy Grantham (0.0% of GMO's portfolio).

Company
GMO Investment Grade Credit
Filed as
GMO ETF TRUST (Q4 2025)
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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions2$632K
Exits1$402K

All 13F filers, Q3 2025 → Q4 2025: 395,700 shares bought and 15,551 shares sold, net +380,149 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

GMO 0.04% Add +148.4% 621,143 $15.9M
Goldman Sachs Group Inc. 0.00% New 14,290 $367K
Jane Street Group, LLC 0.00% New 10,347 $266K

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