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Calvert Ultra-Short Investment Grade ETF

34 hedge funds and large institutions have $149M invested in Calvert Ultra-Short Investment Grade ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
34
Holders Change
+3
Holders Change %
+9.68%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
13
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$104M 2,054,061 -133,093 -6%
VFG
2
Valley Financial Group
Pennsylvania
$17.5M 346,180 +10,073 +3%
LPL Financial
3
LPL Financial
California
$9.09M 179,373 +27,430 +18%
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$4.31M 85,003 +17,819 +27%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.36M 66,399 +15,167 +30%
PAG
6
Private Advisor Group
New Jersey
$1.48M 29,253 +8,232 +39%
Betterment LLC
7
Betterment LLC
New York
$1.03M 20,234 +15,813 +358%
GLA
8
Good Life Advisors
Pennsylvania
$894K 17,640 -1,134 -6%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$805K 15,896 +8,326 +110%
Citadel Advisors
10
Citadel Advisors
Florida
$640K 12,642 +12,642 New
PA
11
Prism Advisors
California
$587K 11,588 -500 -4%
PI
12
PFG Investments
New York
$556K 10,976 +5,003 +84%
GRP
13
Global Retirement Partners
California
$499K 9,853 +9,853 New
DAS
14
Dynamic Advisor Solutions
Arizona
$473K 9,327 +2,807 +43%
NI
15
Natural Investments
California
$464K 9,177 +134 +1%
SAM
16
Secure Asset Management
Michigan
$373K 7,366 -34 -0.5%
AIP
17
Ameritas Investment Partners
Nebraska
$353K 6,970 +6,970 New
GVAG
18
Great Valley Advisor Group
Delaware
$303K 5,983 -200 -3%
RF
19
Rossby Financial
Florida
$297K 5,864 +3,892 +197%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$284K 5,600
DJSG
21
D.J. St. Germain
Massachusetts
$270K 5,332 -2,767 -34%
GWSG
22
GPS Wealth Strategies Group
Colorado
$251K 4,964 -4,211 -46%
BIG
23
Brookwood Investment Group
Arizona
$225K 4,440 +187 +4%
GIA
24
Gladstone Institutional Advisory
Florida
$219K 4,332
Jane Street
25
Jane Street
New York
$217K 4,282 -54,668 -93%