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INVG

GMO Systematic Investment Grade Credit ETF

2 hedge funds and large institutions have $6.87M invested in GMO Systematic Investment Grade Credit ETF in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more capital invested

Capital invested by funds: $2.37M → $6.87M (+$4.49M)

57.6% more ownership

Funds ownership: 30.94%88.54% (+58%)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

60% less funds holding

Funds holding: 52 (-3)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
2
Holders Change
-3
Holders Change %
-60%
% of All Funds
0.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
1
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.46M +$5.31M +207,100 +482%
Citadel Advisors
2
Citadel Advisors
Florida
$402K -$69.8K -2,723 -15%
Jane Street
3
Jane Street
New York
-$783K -30,623 Closed
UBS Group
4
UBS Group
Switzerland
-$20.4K -800 Closed
Wells Fargo
5
Wells Fargo
California
-$3.94K -154 Closed

INVG Hedge Fund Activity: Q3 2025 in Review

2 of the 7,630 institutional investors tracked by Wall St. Rank reported a position in GMO Systematic Investment Grade Credit ETF (INVG) for Q3 2025, worth a combined $6.87M — up 190% from $2.37M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of INVG and 0 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 1 added.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $5.31M. The largest seller was Jane Street, exiting entirely with an estimated $783K sold.

  • 2 institutional investors held GMO Systematic Investment Grade Credit ETF (INVG) as of Q3 2025, down from 5 in Q2 2025.
  • Funds reported $6.87M of GMO Systematic Investment Grade Credit ETF stock for Q3 2025, up 190% quarter-over-quarter.
  • 0 funds opened new GMO Systematic Investment Grade Credit ETF positions in Q3 2025 and 3 closed out, a net change of -3 holders.
  • The largest GMO Systematic Investment Grade Credit ETF buyer in Q3 2025 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $5.31M added.
  • The largest GMO Systematic Investment Grade Credit ETF seller in Q3 2025 was Jane Street, an estimated $783K sold.

Based on aggregated 13F filings for Q3 2025.