Calvert Ultra-Short Investment Grade ETF
CVSB
CVSB
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.
New
Increased
Maintained
Reduced
Closed
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
–
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$1.39M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
+$903K |
| 3 |
Betterment LLC
New York
|
+$801K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$768K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$640K |
Top Sellers
| 1 |
FPF
First Pacific Financial
Vancouver,
Washington
|
-$9.67M |
| 2 |
Morgan Stanley
New York
|
-$6.74M |
| 3 |
Jane Street
New York
|
-$2.77M |
| 4 |
JPMorgan Chase & Co
New York
|
-$571K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$564K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
GAM
26
Gemmer Asset Management
Walnut Creek,
California
| $207K | +$207K | +4,092 | New |
|
27
Comerica Bank
Dallas,
Texas
| $145K | -$15.8K | -312 | -10% |
|
|
HI
28
Harbour Investments
Madison,
Wisconsin
| $94.4K | +$89.6K | +1,768 | +1,842% |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| $30K | – | – | – |
|
|
TFM
30
TFC Financial Management
Boston,
Massachusetts
| $24.8K | – | – | – |
|
31
Raymond James Financial
St Petersburg,
Florida
| $23.6K | +$23.6K | +466 | New |
|
32
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $20K | – | – | – |
|
|
AAS
33
Ameritas Advisory Services
Lincoln,
Nebraska
| $11.1K | +$11.1K | +219 | New |
|
34
Fidelity Investments
Boston,
Massachusetts
| $9.12K | +$9.12K | +180 | New |
|
|
FPF
35
First Pacific Financial
Vancouver,
Washington
| – | -$9.67M | -191,034 | Closed |
|
|
36
JPMorgan Chase & Co
New York
| – | -$571K | -11,275 | Closed |
|
|
37
Osaic Holdings
Scottsdale,
Arizona
| – | -$564K | -11,150 | Closed |
|
|
RP
38
Riverwater Partners
Milwaukee,
Wisconsin
| – | -$212K | -4,192 | Closed |
|