Calvert Ultra-Short Investment Grade ETF
CVSB
31 hedge funds and large institutions have $162M invested in Calvert Ultra-Short Investment Grade ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
19% more funds holding
Funds holding: 26 → 31 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
15% less capital invested
Capital invested by funds: $191M → $162M (-$29.1M)
15.78% less ownership
Funds ownership: 92.51% → 76.73% (-16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPF
First Pacific Financial
Vancouver,
Washington
|
+$8.52M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
+$2.01M |
| 3 |
Jane Street
New York
|
+$1.93M |
| 4 |
VFG
Valley Financial Group
Ambler,
Pennsylvania
|
+$1.42M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$670K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$42.6M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.58M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$710K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$350K |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$289K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Comerica Bank
Dallas,
Texas
| $161K | -$95.5K | -1,881 | -37% |
|
|
RF
27
Rossby Financial
Melbourne,
Florida
| $100K | +$100K | +1,972 | New |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $30K | +$30K | +592 | New |
|
|
TFM
29
TFC Financial Management
Boston,
Massachusetts
| $24.7K | +$9.09K | +179 | +58% |
|
30
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $20K | – | – | – |
|
|
HI
31
Harbour Investments
Madison,
Wisconsin
| $4.86K | +$3.6K | +71 | +284% |
|
|
32
Citadel Advisors
Miami,
Florida
| – | -$710K | -14,005 | Closed |
|
|
KWM
33
Kingsview Wealth Management
Grants Pass,
Oregon
| – | -$289K | -5,694 | Closed |
|
34
Wells Fargo
San Francisco,
California
| – | -$8.62K | -170 | Closed |
|
CVSB Hedge Fund Activity: Q1 2025 in Review
31 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Calvert Ultra-Short Investment Grade ETF (CVSB) for Q1 2025, worth a combined $162M — down 15% from $191M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CVSB positions and 3 closed out — a net gain of 6 holders — while 11 added to existing stakes and 9 trimmed.
The largest buyer was First Pacific Financial, adding an estimated $8.52M. The largest seller was Morgan Stanley, cutting an estimated $42.6M.
- 31 institutional investors held Calvert Ultra-Short Investment Grade ETF (CVSB) as of Q1 2025, up from 26 in Q4 2024.
- Funds reported $162M of Calvert Ultra-Short Investment Grade ETF stock for Q1 2025, down 15% quarter-over-quarter.
- 9 funds opened new Calvert Ultra-Short Investment Grade ETF positions in Q1 2025 and 3 closed out, a net change of +6 holders.
- The largest Calvert Ultra-Short Investment Grade ETF buyer in Q1 2025 was First Pacific Financial, an estimated $8.52M added.
- The largest Calvert Ultra-Short Investment Grade ETF seller in Q1 2025 was Morgan Stanley, an estimated $42.6M sold.
Based on aggregated 13F filings for Q1 2025.