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Calvert Ultra-Short Investment Grade ETF

26 hedge funds and large institutions have $191M invested in Calvert Ultra-Short Investment Grade ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
26
Holders Change
+10
Holders Change %
+62.5%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
8
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$153M 3,026,764 +2,071,490 +217%
VFG
2
Valley Financial Group
Pennsylvania
$15.6M 308,146 +13,755 +5%
LPL Financial
3
LPL Financial
California
$9.29M 183,150 +56,235 +44%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.96M 38,610 +12,472 +48%
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$1.4M 27,674 +27,674 New
FPF
6
First Pacific Financial
Washington
$1.18M 23,215 +1,680 +8%
Jane Street
7
Jane Street
New York
$1.06M 20,879 -10,773 -34%
GLA
8
Good Life Advisors
Pennsylvania
$922K 18,176 -3,736 -17%
GRP
9
Global Retirement Partners
California
$795K 15,679 +15,679 New
Citadel Advisors
10
Citadel Advisors
Florida
$710K 14,005 -25,025 -64%
PA
11
Prism Advisors
California
$635K 12,523 +1,429 +13%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$634K 12,500 +3,700 +42%
GWSG
13
GPS Wealth Strategies Group
Colorado
$615K 12,121 -10,853 -47%
NI
14
Natural Investments
California
$459K 9,060 +9,060 New
DJSG
15
D.J. St. Germain
Massachusetts
$411K 8,099 +8,099 New
PAG
16
Private Advisor Group
New Jersey
$397K 7,825 +7,825 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$368K 7,263 +2,040 +39%
DAS
18
Dynamic Advisor Solutions
Arizona
$332K 6,549 +6,549 New
GVAG
19
Great Valley Advisor Group
Delaware
$312K 6,160
KWM
20
Kingsview Wealth Management
Oregon
$289K 5,694 +5,694 New
Comerica Bank
21
Comerica Bank
Texas
$256K 5,053 +5,053 New
GIA
22
Gladstone Institutional Advisory
Florida
$226K 4,462 +4,462 New
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$20K 397
TFM
24
TFC Financial Management
Massachusetts
$15.7K 310 +310 New
Wells Fargo
25
Wells Fargo
California
$8.62K 170 +170 New