Calvert Ultra-Short Investment Grade ETF
CVSB
12 hedge funds and large institutions have $37.5M invested in Calvert Ultra-Short Investment Grade ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and closing their positions.
45% more capital invested
Capital invested by funds: $25.8M → $37.5M (+$11.7M)
33% more funds holding
Funds holding: 9 → 12 (+3)
24.77% more ownership
Funds ownership: 55.56% → 80.33% (+25%)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$401K |
| 2 |
Jane Street
New York
|
+$341K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$206K |
| 4 |
PA
Prism Advisors
Studio City,
California
|
+$118K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$10.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$292K |
| 2 |
SFP
Sandbox Financial Partners
Bethesda,
Maryland
|
-$240K |
| 3 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
-$240K |
| 4 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$25.1K |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$7.43K |
CVSB Hedge Fund Activity: Q4 2023 in Review
12 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Calvert Ultra-Short Investment Grade ETF (CVSB) for Q4 2023, worth a combined $37.5M — up 45% from $25.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CVSB positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 5 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $401K. The largest seller was Bank of Montreal, cutting an estimated $292K.
- 12 institutional investors held Calvert Ultra-Short Investment Grade ETF (CVSB) as of Q4 2023, up from 9 in Q3 2023.
- Funds reported $37.5M of Calvert Ultra-Short Investment Grade ETF stock for Q4 2023, up 45% quarter-over-quarter.
- 3 funds opened new Calvert Ultra-Short Investment Grade ETF positions in Q4 2023 and 0 closed out, a net change of +3 holders.
- The largest Calvert Ultra-Short Investment Grade ETF buyer in Q4 2023 was Commonwealth Equity Services, an estimated $401K added.
- The largest Calvert Ultra-Short Investment Grade ETF seller in Q4 2023 was Bank of Montreal, an estimated $292K sold.
Based on aggregated 13F filings for Q4 2023.