Calvert Ultra-Short Investment Grade ETF
CVSB
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.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
139% more capital invested
Capital invested by funds: $80.1M → $191M (+$111M)
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
63% more funds holding
Funds holding: 16 → 26 (+10)
7.11% more ownership
Funds ownership: 85.4% → 92.51% (+7.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$105M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.85M |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
+$1.4M |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$796K |
| 5 |
VFG
Valley Financial Group
Ambler,
Pennsylvania
|
+$698K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.27M |
| 2 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
|
-$551K |
| 3 |
Jane Street
New York
|
-$547K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$424K |
| 5 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
-$190K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
26
Harbour Investments
Madison,
Wisconsin
| $1.27K | +$1.27K | +25 | New |
|
|
27
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$424K | -8,400 | Closed |
|
|
BAM
28
Belpointe Asset Management
Reno,
Nevada
| – | -$1.6K | -32 | Closed |
|
CVSB Hedge Fund Activity: Q4 2024 in Review
26 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Calvert Ultra-Short Investment Grade ETF (CVSB) for Q4 2024, worth a combined $191M — up 139% from $80.1M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new CVSB positions and 2 closed out — a net gain of 10 holders — while 8 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $105M. The largest seller was Citadel Advisors, cutting an estimated $1.27M.
- 26 institutional investors held Calvert Ultra-Short Investment Grade ETF (CVSB) as of Q4 2024, up from 16 in Q3 2024.
- Funds reported $191M of Calvert Ultra-Short Investment Grade ETF stock for Q4 2024, up 139% quarter-over-quarter.
- 12 funds opened new Calvert Ultra-Short Investment Grade ETF positions in Q4 2024 and 2 closed out, a net change of +10 holders.
- The largest Calvert Ultra-Short Investment Grade ETF buyer in Q4 2024 was Morgan Stanley, an estimated $105M added.
- The largest Calvert Ultra-Short Investment Grade ETF seller in Q4 2024 was Citadel Advisors, an estimated $1.27M sold.
Based on aggregated 13F filings for Q4 2024.