Calvert Ultra-Short Investment Grade ETF
CVSB
39 hedge funds and large institutions have $153M invested in Calvert Ultra-Short Investment Grade ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 9 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 6
0% more funds holding
Funds holding: 39 → 39 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
5.92% less ownership
Funds ownership: 90.34% → 84.42% (-5.9%)
40% less capital inflows, than outflows
Capital inflows: $12.9M | Capital outflows: $21.4M
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.25M |
| 2 |
Private Advisor Group
Morristown,
New Jersey
|
+$1.9M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.32M |
| 4 |
Mason & Associates (California)
Los Angeles,
California
|
+$1.26M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Valley Financial Group
Ambler,
Pennsylvania
|
-$15.3M |
| 2 |
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
|
-$3.08M |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
-$1.65M |
| 4 |
Jane Street
New York
|
-$489K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$351K |
CVSB Hedge Fund Activity: Q4 2025 in Review
39 of the 8,303 institutional investors tracked by Wall St. Rank reported a position in Calvert Ultra-Short Investment Grade ETF (CVSB) for Q4 2025, worth a combined $153M — down 5.2% from $161M a quarter earlier.
Fund positioning in CVSB was balanced in Q4 2025: 9 funds opened new positions, 9 closed out, 21 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.25M. The largest seller was Valley Financial Group, cutting an estimated $15.3M.
- 39 institutional investors held Calvert Ultra-Short Investment Grade ETF (CVSB) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $153M of Calvert Ultra-Short Investment Grade ETF stock for Q4 2025, down 5.2% quarter-over-quarter.
- 9 funds opened new Calvert Ultra-Short Investment Grade ETF positions in Q4 2025 and 9 closed out, a net change of 0 holders.
- The largest Calvert Ultra-Short Investment Grade ETF buyer in Q4 2025 was Morgan Stanley, an estimated $3.25M added.
- The largest Calvert Ultra-Short Investment Grade ETF seller in Q4 2025 was Valley Financial Group, an estimated $15.3M sold.
Based on aggregated 13F filings for Q4 2025.