Calvert Ultra-Short Investment Grade ETF
CVSB
49 hedge funds and large institutions have $171M invested in Calvert Ultra-Short Investment Grade ETF in 2026 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
20% more funds holding
Funds holding: 41 → 49 (+8)
0% less capital invested
Capital invested by funds: $172M → $171M (-$736K)
7.59% less ownership
Funds ownership: 90.09% → 82.5% (-7.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Moran Wealth Management
Naples,
Florida
|
+$5.41M |
| 2 |
Morgan Stanley
New York
|
+$2.78M |
| 3 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$1.78M |
| 4 |
PI
PFG Investments
Woodbury,
New York
|
+$784K |
| 5 |
LPL Financial
San Diego,
California
|
+$560K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$6.77M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$4.33M |
| 3 |
SFP
Strategic Financial Planning
Plano,
Texas
|
-$1.35M |
| 4 |
Jane Street
New York
|
-$845K |
| 5 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$620K |
CVSB Hedge Fund Activity: Q2 2026 in Review
49 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Calvert Ultra-Short Investment Grade ETF (CVSB) for Q2 2026, worth a combined $171M — down 0.43% from $172M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new CVSB positions and 3 closed out — a net gain of 9 holders — while 18 added to existing stakes and 13 trimmed.
The largest buyer was Moran Wealth Management, opening a new position worth an estimated $5.41M. The largest seller was Goldman Sachs, cutting an estimated $6.77M.
- 49 institutional investors held Calvert Ultra-Short Investment Grade ETF (CVSB) as of Q2 2026, up from 41 in Q1 2026.
- Funds reported $171M of Calvert Ultra-Short Investment Grade ETF stock for Q2 2026, down 0.43% quarter-over-quarter.
- 12 funds opened new Calvert Ultra-Short Investment Grade ETF positions in Q2 2026 and 3 closed out, a net change of +9 holders.
- The largest Calvert Ultra-Short Investment Grade ETF buyer in Q2 2026 was Moran Wealth Management, an estimated $5.41M added.
- The largest Calvert Ultra-Short Investment Grade ETF seller in Q2 2026 was Goldman Sachs, an estimated $6.77M sold.
Based on aggregated 13F filings for Q2 2026.