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Calvert Ultra-Short Investment Grade ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+5
Holders Change %
+19.23%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
11
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Comerica Bank
26
Comerica Bank
Texas
$161K -$95.2K -1,881 -37%
RF
27
Rossby Financial
Florida
$100K +$100K +1,972 New
IA
28
IFP Advisors
Florida
$30K +$30K +592 New
TFM
29
TFC Financial Management
Massachusetts
$24.7K +$9.06K +179 +58%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$20K
HI
31
Harbour Investments
Wisconsin
$4.86K +$3.59K +71 +284%
Citadel Advisors
32
Citadel Advisors
Florida
-$710K -14,005 Closed
KWM
33
Kingsview Wealth Management
Oregon
-$289K -5,694 Closed
Wells Fargo
34
Wells Fargo
California
-$8.62K -170 Closed