GMO Investment Grade CreditINVGETF

13F holders, Q1 2026 (March 31)
3holders
1new positions
1sold out
2famous investors
$25.28avg. 13F price*

At the end of Q1 2026, 3 institutions reported holding GMO Investment Grade Credit (INVG) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were GMO ($19.0M), Goldman Sachs Group Inc. ($1.4M) and Citadel Advisors ($330K). 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 (Q1 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions1$330K
Exits1$266K

All 13F filers, Q4 2025 → Q1 2026: 183,361 shares bought and 10,347 shares sold, net +173,014 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

GMO 0.05% Add +20.9% 750,879 $19.0M
Goldman Sachs Group Inc. 0.00% Add +283.8% 54,850 $1.4M
Citadel Advisors 0.00% New 13,065 $330K

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