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Calvert Ultra-Short Investment Grade ETF

41 hedge funds and large institutions have $172M invested in Calvert Ultra-Short Investment Grade ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 5

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $153M → $172M (+$18.9M)

8% more funds holding

Funds holding: 3841 (+3)

5.67% more ownership

Funds ownership: 84.42%90.09% (+5.7%)

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
21
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$112M -$907K -17,862 -0.8%
LPL Financial
2
LPL Financial
California
$13.3M +$2.61M +51,354 +24%
PAG
3
Private Advisor Group
New Jersey
$8.13M +$4.45M +87,706 +120%
Goldman Sachs
4
Goldman Sachs
New York
$7.12M +$6.46M +127,161 +945%
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$6.39M +$2.74M +54,015 +75%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.23M +$87.9K +1,731 +3%
VFG
7
Valley Financial Group
Pennsylvania
$2.9M -$77.7K -1,529 -3%
Betterment LLC
8
Betterment LLC
New York
$1.65M +$91.1K +1,793 +6%
SFP
9
Strategic Financial Planning
Texas
$1.35M +$2.58M +50,704 New
MAC
10
Mason & Associates (California)
California
$1.24M -$10.3K -202 -0.8%
DAS
11
Dynamic Advisor Solutions
Arizona
$1.21M +$48.9K +963 +4%
RF
12
Rossby Financial
Florida
$1.17M +$509K +10,020 +77%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.14M -$31.2K -615 -3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$885K +$16K +316 +2%
PA
15
Prism Advisors
California
$877K +$34.2K +673 +4%
Jane Street
16
Jane Street
New York
$845K +$848K +16,707 New
RIM
17
RW Investment Management
Idaho
$682K +$685K +13,479 New
DC
18
DeDora Capital
California
$634K +$636K +12,522 New
PI
19
PFG Investments
New York
$633K +$8.33K +164 +1%
RIA
20
Regal Investment Advisors
Michigan
$620K +$623K +12,258 New
KWM
21
Kingsview Wealth Management
Oregon
$571K +$573K +11,290 New
SFS
22
Sunrise Financial Services
Washington
$535K +$110K +2,158 +26%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$532K +$76.2K +1,500 +17%
RSWA
24
Robinson Smith Wealth Advisors
Maine
$522K +$92.5K +1,822 +21%
NI
25
Natural Investments
California
$509K -$4.52K -89 -0.9%

CVSB Hedge Fund Activity: Q1 2026 in Review

41 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Calvert Ultra-Short Investment Grade ETF (CVSB) for Q1 2026, worth a combined $172M — up 12% from $153M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CVSB positions and 6 closed out — a net gain of 4 holders — while 21 added to existing stakes and 5 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $6.46M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.06M sold.

  • 41 institutional investors held Calvert Ultra-Short Investment Grade ETF (CVSB) as of Q1 2026, up from 38 in Q4 2025.
  • Funds reported $172M of Calvert Ultra-Short Investment Grade ETF stock for Q1 2026, up 12% quarter-over-quarter.
  • 10 funds opened new Calvert Ultra-Short Investment Grade ETF positions in Q1 2026 and 6 closed out, a net change of +4 holders.
  • The largest Calvert Ultra-Short Investment Grade ETF buyer in Q1 2026 was Goldman Sachs, an estimated $6.46M added.
  • The largest Calvert Ultra-Short Investment Grade ETF seller in Q1 2026 was Susquehanna International Group, an estimated $1.06M sold.

Based on aggregated 13F filings for Q1 2026.