Calvert Ultra-Short Investment Grade ETF
CVSB
35 hedge funds and large institutions have $150M invested in Calvert Ultra-Short Investment Grade ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
56% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 9
13% more funds holding
Funds holding: 31 → 35 (+4)
8.93% more ownership
Funds ownership: 76.73% → 85.66% (+8.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less capital invested
Capital invested by funds: $162M → $150M (-$12.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
|
+$769K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$641K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPF
First Pacific Financial
Vancouver,
Washington
|
-$9.67M |
| 2 |
Morgan Stanley
New York
|
-$6.75M |
| 3 |
Jane Street
New York
|
-$2.77M |
| 4 |
JP Morgan Chase
New York
|
-$571K |
| 5 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
|
-$213K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Jane Street
New York
| $217K | -$2.77M | -54,668 | -93% |
|
|
GAM
27
Gemmer Asset Management
Walnut Creek,
California
| $207K | +$207K | +4,092 | New |
|
28
Comerica Bank
Dallas,
Texas
| $145K | -$15.8K | -312 | -10% |
|
|
HI
29
Harbour Investments
Madison,
Wisconsin
| $94.4K | +$89.6K | +1,768 | +1,842% |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $30K | – | – | – |
|
|
TFM
31
TFC Financial Management
Boston,
Massachusetts
| $24.8K | – | – | – |
|
32
Raymond James Financial
St Petersburg,
Florida
| $23.6K | +$23.6K | +466 | New |
|
33
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $20K | – | – | – |
|
|
AAS
34
Ameritas Advisory Services
Lincoln,
Nebraska
| $11.1K | +$11.1K | +219 | New |
|
35
Fidelity Investments
Boston,
Massachusetts
| $9.12K | +$9.12K | +180 | New |
|
|
FPF
36
First Pacific Financial
Vancouver,
Washington
| – | -$9.67M | -191,034 | Closed |
|
|
37
JP Morgan Chase
New York
| – | -$571K | -11,275 | Closed |
|
|
RP
38
Riverwater Partners
Milwaukee,
Wisconsin
| – | -$212K | -4,192 | Closed |
|
CVSB Hedge Fund Activity: Q2 2025 in Review
35 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Calvert Ultra-Short Investment Grade ETF (CVSB) for Q2 2025, worth a combined $150M — down 7.8% from $162M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CVSB positions and 3 closed out — a net gain of 4 holders — while 14 added to existing stakes and 9 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.39M. The largest seller was First Pacific Financial, exiting entirely with an estimated $9.67M sold.
- 35 institutional investors held Calvert Ultra-Short Investment Grade ETF (CVSB) as of Q2 2025, up from 31 in Q1 2025.
- Funds reported $150M of Calvert Ultra-Short Investment Grade ETF stock for Q2 2025, down 7.8% quarter-over-quarter.
- 7 funds opened new Calvert Ultra-Short Investment Grade ETF positions in Q2 2025 and 3 closed out, a net change of +4 holders.
- The largest Calvert Ultra-Short Investment Grade ETF buyer in Q2 2025 was LPL Financial, an estimated $1.39M added.
- The largest Calvert Ultra-Short Investment Grade ETF seller in Q2 2025 was First Pacific Financial, an estimated $9.67M sold.
Based on aggregated 13F filings for Q2 2025.