Calvert Ult-SHRT Inv GRD ETFCVSBETF
13F holders, Q1 2024 (March 31)11holders
$50.36avg. 13F price*
At the end of Q1 2024, 11 institutions reported holding Calvert Ult-SHRT Inv GRD ETF (CVSB) in their 13F filings. The largest holders were Morgan Stanley ($20.2M), Valley Financial Group, Inc. ($12.9M) and Jane Street Group, LLC ($1.7M).
- Company
- Calvert Ult-SHRT Inv GRD ETF
- Filed as
- MORGAN STANLEY ETF TRUST (Q1 2024)
- CUSIP
- 61774R601
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $229K |
| Exits | 3 | $321K |
Ownership 11 holders
| Morgan Stanley | 0.00% | Add +0.5% | 402,000 | $20.2M |
| Valley Financial Group, Inc. | 9.80% | Add +13.7% | 255,671 | $12.9M |
| Jane Street Group, LLC | 0.00% | Reduce -46.3% | 33,995 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.8% | 21,990 | $1.1M |
| Aaron Wealth Advisors LLC | 0.10% | No change | 13,399 | $675K |
| Prism Advisors, Inc. | 0.13% | Add +11.2% | 8,456 | $426K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.9% | 7,700 | $388K |
| Cetera Investment Advisers | 0.00% | New | 4,100 | $206K |
| Cwm, LLC | 0.00% | New | 397 | $20K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 150 | $8K |
| Osaic Holdings, Inc. | 0.00% | New | 43 | $2K |
"% of holder's portfolio" is CVSB's weight in each manager's 13F, not the share of Calvert Ult-SHRT Inv GRD ETF the manager owns.