Calvert Ultra-Short Investment Grade
CVSB • ARCA
Calvert Ultra-Short Investment Grade is an exchange-traded fund on ARCA. As of Q3 2025, 37 institutional investors hold shares in this ETF, with total holdings valued at $158.4M. MORGAN STANLEY is the largest holder with a position valued at $109.7M.
Overview
Overview of institutional ownership in CVSB as of Q3 2025
All Institutions
- Institutions
- 37
- Value Held
- $158.4M
- Shares Held
- 3.1M
- Avg Position
- $4.3M
- Median Position
- $356.9K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $350.9K
- Shares Held
- 6.9K
- Avg Position
- $350.9K
- Median Position
- $350.9K
Biggest Investors
Institutions with the largest positions in CVSB as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $109.7M 0.01% of portfolio |
V Valley Financial Group, Inc. RIA/Wealth | $18.3M 10.37% of portfolio |
L LPL Financial LLC Institution | $9.4M 0.00% of portfolio |
 Pathstone Holdings, LLC Family Office | $5.3M 0.02% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $2.8M 0.00% of portfolio |
 Private Advisor Group, LLC RIA/Wealth | $1.8M 0.01% of portfolio |
 Betterment LLC RIA/Wealth | $1.3M 0.00% of portfolio |
$818.5K 0.00% of portfolio | |
$786.0K 0.23% of portfolio | |
A Advisor Group Holdings, Inc. Institution | $754.5K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for CVSB in Q3 2025
- Traded
- +$9.4M
- Buyers
- 28
- Sellers
- 10
- Total Bought
- +$11.1M
- Total Sold
- −$1.7M
- Avg Position
- $3.8M
Biggest Buyers
| Institution | Net Bought |
|---|---|
MORGAN STANLEY RIA/Wealth | +$5.6M +110.0K shares |
Pathstone Holdings, LLC Family Office | +$999.1K +19.7K shares |
V Valley Financial Group, Inc. RIA/Wealth | +$740.1K +14.6K shares |
 GOLDMAN SACHS GROUP INC Institution | +$692.8K +13.7K shares |
 Arkadios Wealth Advisors RIA/Wealth | +$368.4K +7.3K shares |
Private Advisor Group, LLC RIA/Wealth | +$320.4K +6.3K shares |
L LPL Financial LLC Institution | +$314.6K +6.2K shares |
Betterment LLC RIA/Wealth | +$313.8K +6.2K shares |
J JANE STREET GROUP, LLC Institution | +$272.2K +5.4K shares |
 Riverwater Partners LLC RIA/Wealth | +$250.3K +4.9K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$518.7K −10.2K shares |
 NATURAL INVESTMENTS, LLC RIA/Wealth | −$464.9K −9.2K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$290.2K −5.7K shares |
 ST GERMAIN D J CO INC RIA/Wealth | −$270.1K −5.3K shares |
 GPS Wealth Strategies Group, LLC RIA/Wealth | −$79.9K −1.6K shares |
 GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth | −$38.0K −750.0 shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$23.6K −466.0 shares |
 Ameritas Advisory Services, LLC RIA/Wealth | −$11.1K −219.0 shares |
 Global Retirement Partners, LLC RIA/Wealth | −$10.1K −199.0 shares |
 FMR LLC Institution | −$9.1K −180.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited CVSB in Q3 2025
- New Positions
- 6
- New Value
- $1.6M
- Exited Positions
- 5
- Exited Value
- $778.8K
New Positions
| Institution | Position Value |
|---|---|
GOLDMAN SACHS GROUP INC Institution | $692.8K 13.7K shares |
Arkadios Wealth Advisors RIA/Wealth | $368.4K 7.3K shares |
 ROBINSON SMITH WEALTH ADVISORS LLC RIA/Wealth | $249.6K 4.9K shares |
 Kestra Advisory Services, LLC RIA/Wealth | $217.7K 4.3K shares |
 PRINCIPAL SECURITIES, INC. RIA/Wealth | $25.5K 502.0 shares |
 HM PAYSON & CO RIA/Wealth | $1.7K 33.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
NATURAL INVESTMENTS, LLC RIA/Wealth | $464.9K 9.2K shares |
ST GERMAIN D J CO INC RIA/Wealth | $270.1K 5.3K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $23.6K 466.0 shares |
Ameritas Advisory Services, LLC RIA/Wealth | $11.1K 219.0 shares |
FMR LLC Institution | $9.1K 180.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in CVSB as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with CVSB as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
V Valley Financial Group, Inc. RIA/Wealth | 10.37% $18.3M |
0.23% $786.0K | |
ROBINSON SMITH WEALTH ADVISORS LLC RIA/Wealth | 0.18% $249.6K |
R Rossby Financial, LCC RIA/Wealth | 0.14% $416.4K |
Riverwater Partners LLC RIA/Wealth | 0.10% $250.3K |
S Secure Asset Management, LLC RIA/Wealth | 0.06% $373.8K |
P PFG Investments, LLC Institution | 0.03% $619.0K |
 Brookwood Investment Group LLC RIA/Wealth | 0.03% $226.6K |
 Gemmer Asset Management LLC RIA/Wealth | 0.02% $259.9K |
Pathstone Holdings, LLC Family Office | 0.02% $5.3M |
Hedge Fund Spotlight
Discover hedge funds investing in CVSB
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in Calvert Ultra-Short Investment Grade
- Market Value
- $350.9K
- Shares Held
- 6.9K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
