Who Owns Calvert Ultra-Short Investment Grade ETF (CVSB)?Hedge Fund & Institutional Holders
Institutional Holders
40
as of Q4 2025
Total Institutional Value
$3.00000030000003e+129T
% of Float Held
—
QoQ Change in Holders
+10 / -6
Price History
CVSB — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +62K | +$3.0B |
| Mason & Associates Inc | New Position | +25K | +$1.3B |
| Private Advisor Group, LLC | Increased | +37K | +$1.2B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New Position | +21K | +$1.0B |
| PFG Investments, LLC | New Position | +12K | +$626.0M |
| ROBINSON SMITH WEALTH ADVISORS LLC | New Position | +9K | +$431.0M |
| Rossby Financial, LCC | Increased | +5K | +$245.6M |
| OSAIC HOLDINGS, INC. | Increased | +8K | +$245.5M |
| Brookwood Investment Group LLC | New Position | +5K | +$231.0M |
| Prism Advisors, Inc. | Increased | +1K | +$59.0M |
| TFC Financial Management, Inc. | New Position | +898 | +$45.0M |
| MORGAN STANLEY | Increased | +64K | +$2.3M |
| NATURAL INVESTMENTS, LLC | New Position | +10K | +$515K |
| Sunrise Financial Services, LLC | New Position | +8K | +$426K |
| Apollon Wealth Management, LLC | New Position | +6K | +$327K |
CVSB — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Valley Financial Group, Inc. | Decreased | -302K | -$15.3B |
| GOLDMAN SACHS GROUP INC | Decreased | -205 | -$692.8M |
| JANE STREET GROUP, LLC | Closed Position | -10K | -$489.3M |
| CITADEL ADVISORS LLC | Closed Position | -7K | -$350.9M |
| GREAT VALLEY ADVISOR GROUP, INC. | Decreased | -375 | -$265.2M |
| COMERICA BANK | Closed Position | -3K | -$146.7M |
| IFP Advisors, Inc | Closed Position | -592 | -$30.0M |
| UBS Group AG | Closed Position | -87 | -$4.4M |
| Pathstone Holdings, LLC | Decreased | -33K | -$2.3M |
| PRINCIPAL SECURITIES, INC. | Closed Position | -502 | -$25K |
Top Institutional Holders(Q4 2025)
CVSB Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 38 | $15.2B | +13 |
| Q3 2025 | 25 | $34.9B | -8 |
| Q2 2025 | 33 | $36.8B | +2 |
| Q1 2025 | 31 | $155.9B | +5 |
| Q4 2024 | 26 | $1.4T | +13 |
| Q3 2024 | 13 | $8.1T | +3 |
| Q2 2024 | 10 | $651.9B | +4 |
| Q1 2024 | 6 | $1.7T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 40 institutional investors hold CVSB (Calvert Ultra-Short Investment Grade ETF). The largest holder is Private Advisor Group, LLC with $3.0B in shares. This quarter, 10 institutions opened new positions and 6 closed their positions.
Frequently Asked Questions
How many hedge funds own CVSB?
As of Q4 2025, 40 institutional investors report holding CVSB (Calvert Ultra-Short Investment Grade ETF) in their 13F filings.
Who is the largest institutional holder of CVSB?
The largest institutional holder of CVSB is Private Advisor Group, LLC with $3.0B in shares.
Is institutional ownership of CVSB increasing or decreasing?
This quarter, 10 institutions opened new positions in CVSB and 6 closed their positions.