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Calvert Ultra-Short Investment Grade ETF
CVSB

Overview Fund Activity

26 hedge funds and large institutions have $191M invested in Calvert Ultra-Short Investment Grade ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
26
Holders Change
+10
Holders Change %
+62.5%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
8
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$153M
2
LPL Financial
2
LPL Financial
California
$9.29M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$1.4M
4
GRP
4
Global Retirement Partners
California
$795K
5
VFG
5
Valley Financial Group
Pennsylvania
$15.6M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$710K
2
GWSG
2
GPS Wealth Strategies Group
Colorado
$615K
3
Jane Street
3
Jane Street
New York
$1.06M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
GLA
5
Good Life Advisors
Pennsylvania
$922K
Name Market Value Shares Shares
Change 		Shares
Change %
HI
26
Harbour Investments
Wisconsin
$1.27K 25 +25 New
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
– – -8,400 Closed
BAM
28
Belpointe Asset Management
Nevada
– – -32 Closed
CFGS
29
Concourse Financial Group Securities
Alabama
– – – –
1
2