Calvert Ultra-Short Investment Grade ETF
CVSB
12 hedge funds and large institutions have $57.6M 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.
123% more capital invested
Capital invested by funds: $25.8M → $57.6M (+$31.8M)
67.78% more ownership
Funds ownership: 55.56% → 123.34% (+68%)
33% more funds holding
Funds holding: 9 → 12 (+3)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$20.1M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$401K |
| 3 |
Jane Street
New York
|
+$341K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$206K |
| 5 |
PA
Prism Advisors
Studio City,
California
|
+$118K |
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 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $40.2M | +$20.1M | +400,002 | +100% |
|
|
VFG
2
Valley Financial Group
Ambler,
Pennsylvania
| $11.3M | +$11.3M | +224,936 | New |
|
|
3
Jane Street
New York
| $3.18M | +$341K | +6,798 | +12% |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $980K | +$401K | +7,991 | +69% |
|
|
AWA
5
Aaron Wealth Advisors
Chicago,
Illinois
| $673K | -$240K | -4,777 | -26% |
|
|
6
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $383K | -$7.43K | -148 | -2% |
|
|
PA
7
Prism Advisors
Studio City,
California
| $382K | +$118K | +2,358 | +45% |
|
|
SFP
8
Sandbox Financial Partners
Bethesda,
Maryland
| $261K | -$240K | -4,789 | -48% |
|
|
CAN
9
Cetera Advisor Networks
El Segundo,
California
| $206K | +$206K | +4,100 | New |
|
|
10
Bank of Montreal
Toronto,
Ontario, Canada
| $51K | -$292K | -5,820 | -85% |
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| $10K | +$10.4K | +207 | New |
|
|
CFGS
12
Concourse Financial Group Securities
Birmingham,
Alabama
| $7.54K | -$25.1K | -500 | -77% |
|
CVSB Hedge Fund Activity: Q4 2023 in Review
12 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Calvert Ultra-Short Investment Grade ETF (CVSB) for Q4 2023, worth a combined $57.6M — up 123% 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 Morgan Stanley, adding an estimated $20.1M. 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 $57.6M of Calvert Ultra-Short Investment Grade ETF stock for Q4 2023, up 123% 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 Morgan Stanley, an estimated $20.1M 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.