Calvert Ultra-Short Investment Grade ETF
CVSB
39 hedge funds and large institutions have $161M invested in Calvert Ultra-Short Investment Grade ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 5 reducing their positions, and 5 closing their positions.
627% more capital inflows, than outflows
Capital inflows: $12.5M | Capital outflows: $1.72M
320% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
8% more funds holding
Funds holding: 36 → 39 (+3)
3.66% more ownership
Funds ownership: 86.67% → 90.34% (+3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.58M |
| 2 |
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
|
+$1.32M |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
+$1M |
| 4 |
Valley Financial Group
Ambler,
Pennsylvania
|
+$741K |
| 5 |
Goldman Sachs
New York
|
+$693K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$519K |
| 2 |
Natural Investments
Windsor,
California
|
-$464K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$290K |
| 4 |
D.J. St. Germain
Springfield,
Massachusetts
|
-$270K |
| 5 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
|
-$80K |
CVSB Hedge Fund Activity: Q3 2025 in Review
39 of the 7,653 institutional investors tracked by Wall St. Rank reported a position in Calvert Ultra-Short Investment Grade ETF (CVSB) for Q3 2025, worth a combined $161M — up 6.6% from $151M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CVSB positions and 5 closed out — a net gain of 4 holders — while 21 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.58M. The largest seller was Commonwealth Equity Services, cutting an estimated $519K.
- 39 institutional investors held Calvert Ultra-Short Investment Grade ETF (CVSB) as of Q3 2025, up from 36 in Q2 2025.
- Funds reported $161M of Calvert Ultra-Short Investment Grade ETF stock for Q3 2025, up 6.6% quarter-over-quarter.
- 9 funds opened new Calvert Ultra-Short Investment Grade ETF positions in Q3 2025 and 5 closed out, a net change of +4 holders.
- The largest Calvert Ultra-Short Investment Grade ETF buyer in Q3 2025 was Morgan Stanley, an estimated $5.58M added.
- The largest Calvert Ultra-Short Investment Grade ETF seller in Q3 2025 was Commonwealth Equity Services, an estimated $519K sold.
Based on aggregated 13F filings for Q3 2025.