Calvert Ultra-Short Investment Grade ETF
CVSB
14 hedge funds and large institutions have $43.7M invested in Calvert Ultra-Short Investment Grade ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
17% more funds holding
Funds holding: 12 → 14 (+2)
15% more capital invested
Capital invested by funds: $37.9M → $43.7M (+$5.82M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.71% less ownership
Funds ownership: 75.2% → 73.49% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.81M |
| 2 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
|
+$1.21M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.03M |
| 4 |
VFG
Valley Financial Group
Ambler,
Pennsylvania
|
+$642K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$328K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.09M |
| 2 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
-$675K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.17K |
CVSB Hedge Fund Activity: Q2 2024 in Review
14 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Calvert Ultra-Short Investment Grade ETF (CVSB) for Q2 2024, worth a combined $43.7M — up 15% from $37.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CVSB positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $3.81M. The largest seller was Jane Street, cutting an estimated $1.09M.
- 14 institutional investors held Calvert Ultra-Short Investment Grade ETF (CVSB) as of Q2 2024, up from 12 in Q1 2024.
- Funds reported $43.7M of Calvert Ultra-Short Investment Grade ETF stock for Q2 2024, up 15% quarter-over-quarter.
- 5 funds opened new Calvert Ultra-Short Investment Grade ETF positions in Q2 2024 and 2 closed out, a net change of +3 holders.
- The largest Calvert Ultra-Short Investment Grade ETF buyer in Q2 2024 was LPL Financial, an estimated $3.81M added.
- The largest Calvert Ultra-Short Investment Grade ETF seller in Q2 2024 was Jane Street, an estimated $1.09M sold.
Based on aggregated 13F filings for Q2 2024.