Calvert Ultra-Short Investment Grade ETF
CVSB
5 hedge funds and large institutions have $22.6M invested in Calvert Ultra-Short Investment Grade ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
25% more funds holding
Funds holding: 4 → 5 (+1)
11% more capital invested
Capital invested by funds: $20.3M → $22.6M (+$2.3M)
19.5% less ownership
Funds ownership: 74% → 54.5% (-20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.1M |
| 2 |
SFP
Sandbox Financial Partners
Bethesda,
Maryland
|
+$472K |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$384K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$310K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$499 |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$299 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Morgan Stanley
New York
| $20M | – | – | – |
|
|
2
Jane Street
New York
| $1.45M | +$1.1M | +22,061 | +315% |
|
|
SFP
3
Sandbox Financial Partners
Bethesda,
Maryland
| $471K | +$472K | +9,424 | New |
|
|
4
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $385K | +$384K | +7,676 | New |
|
|
5
Bank of Montreal
Toronto,
Ontario, Canada
| $310K | +$310K | +6,182 | New |
|
|
ASN
6
Advisory Services Network
Atlanta,
Georgia
| – | -$499 | -10 | Closed |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$299 | -6 | Closed |
|
CVSB Hedge Fund Activity: Q2 2023 in Review
5 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Calvert Ultra-Short Investment Grade ETF (CVSB) for Q2 2023, worth a combined $22.6M — up 11% from $20.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CVSB positions and 2 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Jane Street, adding an estimated $1.1M. The largest seller was Advisory Services Network, exiting entirely with an estimated $499 sold.
- 5 institutional investors held Calvert Ultra-Short Investment Grade ETF (CVSB) as of Q2 2023, up from 4 in Q1 2023.
- Funds reported $22.6M of Calvert Ultra-Short Investment Grade ETF stock for Q2 2023, up 11% quarter-over-quarter.
- 3 funds opened new Calvert Ultra-Short Investment Grade ETF positions in Q2 2023 and 2 closed out, a net change of +1 holder.
- The largest Calvert Ultra-Short Investment Grade ETF buyer in Q2 2023 was Jane Street, an estimated $1.1M added.
- The largest Calvert Ultra-Short Investment Grade ETF seller in Q2 2023 was Advisory Services Network, an estimated $499 sold.
Based on aggregated 13F filings for Q2 2023.