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Calvert Ultra-Short Investment Grade ETF

38 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 8 funds opening new positions, 21 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

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: 12 (+1)

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

7% more capital invested

Capital invested by funds: $151M → $161M (+$10M)

6% more funds holding

Funds holding: 3638 (+2)

3.66% more ownership

Funds ownership: 86.67%90.34% (+3.7%)

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
21
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change

CVSB Hedge Fund Activity: Q3 2025 in Review

38 of the 7,641 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: 8 funds opened new CVSB positions and 5 closed out — a net gain of 3 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.

  • 38 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.
  • 8 funds opened new Calvert Ultra-Short Investment Grade ETF positions in Q3 2025 and 5 closed out, a net change of +3 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.