Who Owns CVSB?
Calvert Ultra-Short Investment Grade ETF — Institutional Ownership & 13F Holdings
$50.60
-0.15 (-0.29%)
Market Cap
$190.3M
Shares Outstanding
3,912,648
Institutional Holders
31
Total Inst. Value
$148.6M
% of Float Held
—
QoQ Holder Change
+25
Institutional data as of Q1 2025
New Positions
10
Closed Positions
5
Increased
11
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $110.7M | 2,187,154 |
| 2 | Valley Financial Group, Inc. | $17.0M | 336,107 |
| 3 | First Pacific Financial | $9.7M | 191,034 |
| 4 | JANE STREET GROUP, LLC | $3.0M | 58,950 |
| 5 | Private Advisor Group, LLC | $1.1M | 21,021 |
| 6 | Good Life Advisors, LLC | $950K | 18,774 |
| 7 | Prism Advisors, Inc.New | $612K | 12,088 |
| 8 | JPMORGAN CHASE & CONew | $570K | 11,275 |
| 9 | OSAIC HOLDINGS, INC.New | $564K | 11,150 |
| 10 | GPS Wealth Strategies Group, LLC | $464K | 9,175 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Valley Financial Group, Inc. | +28K | $17.0M |
| First Pacific Financial | +168K | $9.7M |
| JANE STREET GROUP, LLC | +38K | $3.0M |
| Private Advisor Group, LLC | +13K | $1.1M |
| Good Life Advisors, LLC | +598 | $950K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MORGAN STANLEY | -840K | $110.7M |
| LPL Financial LLC | -31K | $8K |
| Cetera Investment Advisers | -7K | $283K |
| GPS Wealth Strategies Group, LLC | -3K | $464K |
| COMERICA BANK | -2K | $161K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold CVSB?
As of Q1 2025, 31 institutional investors report holding CVSB (Calvert Ultra-Short Investment Grade ETF) in their 13F filings.
Which hedge fund owns the most CVSB?
The largest institutional holder of CVSB is MORGAN STANLEY with $110.7M in shares.
Are institutions buying or selling CVSB?
This quarter, 10 institutions opened new positions in CVSB and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.