Calvert Ultra-Short Investment Grade ETF
CVSB
37 hedge funds and large institutions have $158M invested in Calvert Ultra-Short Investment Grade ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 5 reducing their positions, and 5 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 5
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
6% more capital invested
Capital invested by funds: $150M → $158M (+$8.69M)
6% more funds holding
Funds holding: 35 → 37 (+2)
2.95% more ownership
Funds ownership: 85.66% → 88.61% (+2.9%)
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
|
+$5.58M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
+$1M |
| 3 |
VFG
Valley Financial Group
Ambler,
Pennsylvania
|
+$741K |
| 4 |
Goldman Sachs
New York
|
+$693K |
| 5 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$369K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$519K |
| 2 |
NI
Natural Investments
Windsor,
California
|
-$464K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$290K |
| 4 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
-$270K |
| 5 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
|
-$80K |
CVSB Hedge Fund Activity: Q3 2025 in Review
37 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Calvert Ultra-Short Investment Grade ETF (CVSB) for Q3 2025, worth a combined $158M — up 5.8% from $150M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CVSB positions and 5 closed out — a net gain of 3 holders — while 20 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.58M. The largest seller was Commonwealth Equity Services, cutting an estimated $519K.
- 37 institutional investors held Calvert Ultra-Short Investment Grade ETF (CVSB) as of Q3 2025, up from 35 in Q2 2025.
- Funds reported $158M of Calvert Ultra-Short Investment Grade ETF stock for Q3 2025, up 5.8% quarter-over-quarter.
- 8 funds opened new Calvert Ultra-Short Investment Grade ETF positions in Q3 2025 and 5 closed out, a net change of +3 holders.
- The largest Calvert Ultra-Short Investment Grade ETF buyer in Q3 2025 was Morgan Stanley, an estimated $5.58M added.
- The largest Calvert Ultra-Short Investment Grade ETF seller in Q3 2025 was Commonwealth Equity Services, an estimated $519K sold.
Based on aggregated 13F filings for Q3 2025.