Calvert Ultra-Short Investment Grade ETF
CVSB
12 hedge funds and large institutions have $37.9M invested in Calvert Ultra-Short Investment Grade ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 3 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
14% more capital inflows, than outflows
Capital inflows: $2.05M | Capital outflows: $1.8M
0% more funds holding
Funds holding: 12 → 12 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
5.13% less ownership
Funds ownership: 80.33% → 75.2% (-5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Valley Financial Group
Ambler,
Pennsylvania
|
+$1.55M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$207K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$126K |
| 4 |
Morgan Stanley
New York
|
+$101K |
| 5 |
Prism Advisors
Studio City,
California
|
+$43K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.48M |
| 2 |
Sandbox Financial Partners
Bethesda,
Maryland
|
-$261K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$51K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$10K |
CVSB Hedge Fund Activity: Q1 2024 in Review
12 of the 6,966 institutional investors tracked by Wall St. Rank reported a position in Calvert Ultra-Short Investment Grade ETF (CVSB) for Q1 2024, worth a combined $37.9M — up 0.87% from $37.5M a quarter earlier.
Fund positioning in CVSB was balanced in Q1 2024: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 1 trimmed.
The largest buyer was Valley Financial Group, adding an estimated $1.55M. The largest seller was Jane Street, cutting an estimated $1.48M.
- 12 institutional investors held Calvert Ultra-Short Investment Grade ETF (CVSB) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $37.9M of Calvert Ultra-Short Investment Grade ETF stock for Q1 2024, up 0.87% quarter-over-quarter.
- 3 funds opened new Calvert Ultra-Short Investment Grade ETF positions in Q1 2024 and 3 closed out, a net change of 0 holders.
- The largest Calvert Ultra-Short Investment Grade ETF buyer in Q1 2024 was Valley Financial Group, an estimated $1.55M added.
- The largest Calvert Ultra-Short Investment Grade ETF seller in Q1 2024 was Jane Street, an estimated $1.48M sold.
Based on aggregated 13F filings for Q1 2024.