Calvert Ultra-Short Investment Grade ETF
CVSB
9 hedge funds and large institutions have $25.8M invested in Calvert Ultra-Short Investment Grade ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, reducing their positions, and 0 closing their positions.
80% more funds holding
Funds holding: 5 → 9 (+4)
14% more capital invested
Capital invested by funds: $22.6M → $25.8M (+$3.23M)
1.06% more ownership
Funds ownership: 54.5% → 55.56% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.38M |
| 2 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
+$911K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$577K |
| 4 |
PA
Prism Advisors
Studio City,
California
|
+$263K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$32.7K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Morgan Stanley
New York
| $20M | – | – | – |
|
|
2
Jane Street
New York
| $2.83M | +$1.38M | +27,497 | +95% |
|
|
AWA
3
Aaron Wealth Advisors
Chicago,
Illinois
| $909K | +$911K | +18,176 | New |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $575K | +$577K | +11,505 | New |
|
|
SFP
5
Sandbox Financial Partners
Bethesda,
Maryland
| $499K | +$27.6K | +550 | +6% |
|
6
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $391K | +$5.16K | +103 | +1% |
|
|
7
Bank of Montreal
Toronto,
Ontario, Canada
| $343K | +$32.7K | +652 | +11% |
|
|
PA
8
Prism Advisors
Studio City,
California
| $262K | +$263K | +5,245 | New |
|
|
CFGS
9
Concourse Financial Group Securities
Birmingham,
Alabama
| $32.7K | +$32.6K | +650 | New |
|
CVSB Hedge Fund Activity: Q3 2023 in Review
9 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Calvert Ultra-Short Investment Grade ETF (CVSB) for Q3 2023, worth a combined $25.8M — up 14% from $22.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CVSB positions and 0 closed out — a net gain of 4 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was Jane Street, adding an estimated $1.38M.
- 9 institutional investors held Calvert Ultra-Short Investment Grade ETF (CVSB) as of Q3 2023, up from 5 in Q2 2023.
- Funds reported $25.8M of Calvert Ultra-Short Investment Grade ETF stock for Q3 2023, up 14% quarter-over-quarter.
- 4 funds opened new Calvert Ultra-Short Investment Grade ETF positions in Q3 2023 and 0 closed out, a net change of +4 holders.
- The largest Calvert Ultra-Short Investment Grade ETF buyer in Q3 2023 was Jane Street, an estimated $1.38M added.
Based on aggregated 13F filings for Q3 2023.