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Calvert Ultra-Short Investment Grade ETF

31 hedge funds and large institutions have $162M invested in Calvert Ultra-Short Investment Grade ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+5
Holders Change %
+19.23%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
11
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$111M -$42.5M -839,610 -28%
VFG
2
Valley Financial Group
Pennsylvania
$17M +$1.41M +27,961 +9%
FPF
3
First Pacific Financial
Washington
$9.67M +$8.49M +167,819 +723%
LPL Financial
4
LPL Financial
California
$7.69M -$1.58M -31,207 -17%
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$3.4M +$2M +39,510 +143%
Jane Street
6
Jane Street
New York
$2.98M +$1.93M +38,071 +182%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.59M +$639K +12,622 +33%
PAG
8
Private Advisor Group
New Jersey
$1.06M +$668K +13,196 +169%
GLA
9
Good Life Advisors
Pennsylvania
$950K +$30.3K +598 +3%
PA
10
Prism Advisors
California
$612K -$22K -435 -3%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$571K +$571K +11,275 New
Osaic Holdings
12
Osaic Holdings
Arizona
$564K +$564K +11,150 New
GWSG
13
GPS Wealth Strategies Group
Colorado
$464K -$149K -2,946 -24%
NI
14
Natural Investments
California
$457K -$859 -17 -0.2%
DJSG
15
D.J. St. Germain
Massachusetts
$410K
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$383K +$15.5K +307 +4%
SAM
17
Secure Asset Management
Michigan
$374K +$374K +7,400 New
DAS
18
Dynamic Advisor Solutions
Arizona
$330K -$1.47K -29 -0.4%
GVAG
19
Great Valley Advisor Group
Delaware
$313K +$1.16K +23 +0.4%
PI
20
PFG Investments
New York
$302K +$302K +5,973 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$283K -$349K -6,900 -55%
Betterment LLC
22
Betterment LLC
New York
$224K +$224K +4,421 New
GIA
23
Gladstone Institutional Advisory
Florida
$219K -$6.58K -130 -3%
BIG
24
Brookwood Investment Group
Arizona
$215K +$215K +4,253 New
RP
25
Riverwater Partners
Wisconsin
$212K +$212K +4,192 New