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Calvert Ultra-Short Investment Grade ETF
CVSB

42 hedge funds and large institutions have $172M invested in Calvert Ultra-Short Investment Grade ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 5 reducing their positions, and 6 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

5.69% more ownership

Funds ownership: 84.42% → 90.11% (+5.7%)

Holders
42
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$6.46M
2
+$4.45M
3
+$2.74M
4
LPL Financial
LPL Financial
California
+$2.61M
5
SFP
Strategic Financial Planning
Texas
+$2.58M

Top Sellers

1
-$1.06M
2
-$907K
3
-$331K
4
KAS
Kestra Advisory Services
Texas
-$258K
5
GVAG
Great Valley Advisor Group
Delaware
-$246K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
26
Ameritas Investment Partners
Nebraska
$449K
AWA
27
Arkadios Wealth Advisors
Georgia
$421K
SAM
28
Secure Asset Management
Michigan
$375K
GAM
29
Gemmer Asset Management
California
$352K
AWM
30
Apollon Wealth Management
South Carolina
$327K
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$321K
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$295K
RP
33
Riverwater Partners
Wisconsin
$246K
BIG
34
Brookwood Investment Group
Arizona
$235K
GIA
35
Gladstone Institutional Advisory
Florida
$219K
HI
36
Harbour Investments
Wisconsin
$143K
TFM
37
TFC Financial Management
Massachusetts
$46.1K
WWM
38
Western Wealth Management
Colorado
$39.9K
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$20.1K
SAM
40
Smartleaf Asset Management
Massachusetts
$15.5K
ACA
41
Aptus Capital Advisors
Alabama
$10.1K
GFA
42
Godfrey Financial Associates
New York
$7.64K
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
–
HF
44
HRT Financial
New York
–
KAS
45
Kestra Advisory Services
Texas
–
GVAG
46
Great Valley Advisor Group
Delaware
–
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
–
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
–
1
2