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INVG

GMO Systematic Investment Grade Credit ETF

3 hedge funds and large institutions have $16.6M invested in GMO Systematic Investment Grade Credit ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more capital invested

Capital invested by funds: $6.87M → $16.6M (+$9.71M)

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

50% more funds holding

Funds holding: 23 (+1)

7.82% less ownership

Funds ownership: 88.54%80.72% (-7.8%)

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
1
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$402K
Name Holding Trade Value Shares
Change
Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$15.9M +$9.61M +371,063 +148%
Goldman Sachs
2
Goldman Sachs
New York
$367K +$370K +14,290 New
Jane Street
3
Jane Street
New York
$266K +$268K +10,347 New
Citadel Advisors
4
Citadel Advisors
Florida
-$402K -15,551 Closed

INVG Hedge Fund Activity: Q4 2025 in Review

3 of the 8,252 institutional investors tracked by Wall St. Rank reported a position in GMO Systematic Investment Grade Credit ETF (INVG) for Q4 2025, worth a combined $16.6M — up 141% from $6.87M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new INVG positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $9.61M. The largest seller was Citadel Advisors, exiting entirely with an estimated $402K sold.

  • 3 institutional investors held GMO Systematic Investment Grade Credit ETF (INVG) as of Q4 2025, up from 2 in Q3 2025.
  • Funds reported $16.6M of GMO Systematic Investment Grade Credit ETF stock for Q4 2025, up 141% quarter-over-quarter.
  • 2 funds opened new GMO Systematic Investment Grade Credit ETF positions in Q4 2025 and 1 closed out, a net change of +1 holder.
  • The largest GMO Systematic Investment Grade Credit ETF buyer in Q4 2025 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $9.61M added.
  • The largest GMO Systematic Investment Grade Credit ETF seller in Q4 2025 was Citadel Advisors, an estimated $402K sold.

Based on aggregated 13F filings for Q4 2025.