Which funds hold INVG?

As of 2026-Q2, 3 institutional funds reported holding INVG (GMO ETF TRUST) in SEC 13F filings, with a combined reported value of $5.11M.

How many shares of INVG do institutions own?

13F filers reported 201.09K shares of INVG, worth $5.11M in aggregate at the end of 2026-Q2.

Is institutional ownership of INVG rising or falling?

Share counts moved +196.1% versus the prior quarter — accumulation.

Where does this data come from?

All figures are computed from SEC Form 13F quarterly filings, which institutional investment managers must file within 45 days of quarter end for long positions of $100,000 or more.

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INVG — GMO ETF TRUST

Reported value held$5.11M

Funds holding (latest)4

Sector—

Funds holding (Q2 2026)3

Institutional value$5.11M · 201.09K sh

New / Add / Cut / Exit1 / 1 / 1 / 0

Top-5 / Top-10 concentration100.0% / 100.0%

Institutional holdings change Accumulating +196.1% (+133.18K sh)

Institutional value change Up +197.5%

As of Q2 2026, 3 SEC-registered investment managers reported holding INVG (GMO ETF TRUST) in their latest 13F filings, with a combined reported value of $5.11M across 201.09K shares. That is +196.1% by share count (+133.18K shares) versus the previous quarter, while reported value moved +197.5%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Fund	Quarter	Shares	Value	Portfolio Weight	Change
Goldman Sachs Group history	Q2 2026	191.02K	$4.85M	0.00%	Add
Citadel Advisors history	Q2 2026	10.06K	$255.67K	0.00%	Reduce
Wells Fargo & Co history	Q2 2025	154	$3.94K	0.00%	New
UBS Group AG history	Q2 2026	3	$76	0.00%	New

New Positions (Q2 2026)

UBS Group AG 3 sh · $76

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 4 funds)

Fund	Q2 2025	Q3 2025	Q4 2025	Q1 2026	Q2 2026
Goldman Sachs Group	—	—	14.29K	54.85K	191.02K
Citadel Advisors	18.27K	15.55K	—	13.06K	10.06K
UBS Group AG	800	—	—	—	3
Wells Fargo & Co	154	—	—	—	—

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