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Calvert Ultra-Short Investment Grade ETF

41 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 10 funds opening new positions, 21 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 5

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $153M → $172M (+$18.9M)

8% more funds holding

Funds holding: 3841 (+3)

5.67% more ownership

Funds ownership: 84.42%90.09% (+5.7%)

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
21
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
26
Ameritas Investment Partners
Nebraska
$449K +$46.7K +920 +12%
AWA
27
Arkadios Wealth Advisors
Georgia
$421K +$1.73K +34 +0.4%
SAM
28
Secure Asset Management
Michigan
$375K
GAM
29
Gemmer Asset Management
California
$352K +$2.39K +47 +0.7%
AWM
30
Apollon Wealth Management
South Carolina
$327K
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$321K +$322K +6,350 New
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$295K +$296K +5,831 New
RP
33
Riverwater Partners
Wisconsin
$246K +$102 +2 +0%
BIG
34
Brookwood Investment Group
Arizona
$235K +$4.01K +79 +2%
GIA
35
Gladstone Institutional Advisory
Florida
$219K
HI
36
Harbour Investments
Wisconsin
$143K +$25.6K +504 +22%
TFM
37
TFC Financial Management
Massachusetts
$46.1K +$660 +13 +1%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$20.1K
SAM
39
Smartleaf Asset Management
Massachusetts
$15.5K +$15.5K +305 New
ACA
40
Aptus Capital Advisors
Alabama
$10.1K +$10.2K +200 New
GFA
41
Godfrey Financial Associates
New York
$7.64K
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
-$1.06M -20,980 Closed
HF
43
HRT Financial
New York
-$331K -6,534 Closed
KAS
44
Kestra Advisory Services
Texas
-$258K -5,085 Closed
GVAG
45
Great Valley Advisor Group
Delaware
-$246K -4,858 Closed
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
-$40K -780 Closed
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
-$3.45K -68 Closed

CVSB Hedge Fund Activity: Q1 2026 in Review

41 of the 8,134 institutional investors tracked by Wall St. Rank reported a position in Calvert Ultra-Short Investment Grade ETF (CVSB) for Q1 2026, worth a combined $172M — up 12% from $153M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CVSB positions and 6 closed out — a net gain of 4 holders — while 21 added to existing stakes and 5 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $6.46M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.06M sold.

  • 41 institutional investors held Calvert Ultra-Short Investment Grade ETF (CVSB) as of Q1 2026, up from 38 in Q4 2025.
  • Funds reported $172M of Calvert Ultra-Short Investment Grade ETF stock for Q1 2026, up 12% quarter-over-quarter.
  • 10 funds opened new Calvert Ultra-Short Investment Grade ETF positions in Q1 2026 and 6 closed out, a net change of +4 holders.
  • The largest Calvert Ultra-Short Investment Grade ETF buyer in Q1 2026 was Goldman Sachs, an estimated $6.46M added.
  • The largest Calvert Ultra-Short Investment Grade ETF seller in Q1 2026 was Susquehanna International Group, an estimated $1.06M sold.

Based on aggregated 13F filings for Q1 2026.