Calvert Ultra-Short Investment Grade ETF
CVSB
38 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 8 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 6
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
3% more funds holding
Funds holding: 37 → 38 (+1)
3% less capital invested
Capital invested by funds: $158M → $153M (-$5.26M)
4.2% less ownership
Funds ownership: 88.61% → 84.42% (-4.2%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.25M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.9M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.32M |
| 4 |
MAC
Mason & Associates (California)
Los Angeles,
California
|
+$1.26M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFG
Valley Financial Group
Ambler,
Pennsylvania
|
-$15.3M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
-$1.65M |
| 3 |
Jane Street
New York
|
-$489K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$351K |
| 5 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
|
-$172K |
CVSB Hedge Fund Activity: Q4 2025 in Review
38 of the 8,228 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 3.3% from $158M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CVSB positions and 8 closed out — a net gain of 1 holder — while 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.
- 38 institutional investors held Calvert Ultra-Short Investment Grade ETF (CVSB) as of Q4 2025, up from 37 in Q3 2025.
- Funds reported $153M of Calvert Ultra-Short Investment Grade ETF stock for Q4 2025, down 3.3% quarter-over-quarter.
- 9 funds opened new Calvert Ultra-Short Investment Grade ETF positions in Q4 2025 and 8 closed out, a net change of +1 holder.
- 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.