Calvert Ultra-Short Investment Grade ETF
CVSB
16 hedge funds and large institutions have $80.1M invested in Calvert Ultra-Short Investment Grade ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 2 closing their positions.
800% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
83% more capital invested
Capital invested by funds: $43.7M → $80.1M (+$36.4M)
14% more funds holding
Funds holding: 14 → 16 (+2)
11.91% more ownership
Funds ownership: 73.49% → 85.4% (+12%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$28M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.61M |
| 3 |
VFG
Valley Financial Group
Ambler,
Pennsylvania
|
+$1.32M |
| 4 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
+$1.11M |
| 5 |
FPF
First Pacific Financial
Vancouver,
Washington
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$534K |
| 2 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
|
-$50.5K |
| 3 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$7.6K |
CVSB Hedge Fund Activity: Q3 2024 in Review
16 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Calvert Ultra-Short Investment Grade ETF (CVSB) for Q3 2024, worth a combined $80.1M — up 83% from $43.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CVSB positions and 2 closed out — a net gain of 2 holders — while 9 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $28M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $534K sold.
- 16 institutional investors held Calvert Ultra-Short Investment Grade ETF (CVSB) as of Q3 2024, up from 14 in Q2 2024.
- Funds reported $80.1M of Calvert Ultra-Short Investment Grade ETF stock for Q3 2024, up 83% quarter-over-quarter.
- 4 funds opened new Calvert Ultra-Short Investment Grade ETF positions in Q3 2024 and 2 closed out, a net change of +2 holders.
- The largest Calvert Ultra-Short Investment Grade ETF buyer in Q3 2024 was Morgan Stanley, an estimated $28M added.
- The largest Calvert Ultra-Short Investment Grade ETF seller in Q3 2024 was Thrivent Financial for Lutherans, an estimated $534K sold.
Based on aggregated 13F filings for Q3 2024.