Calvert Ult-SHRT Inv GRD ETFCVSBETF
13F holders, Q2 2024 (June 30)14holders +3
5new positions
2sold out
1famous investor
$50.38avg. 13F price*
At the end of Q2 2024, 14 institutions reported holding Calvert Ult-SHRT Inv GRD ETF (CVSB) in their 13F filings, up 3 from Q1 2024. 5 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($20.3M), Valley Financial Group, Inc. ($13.5M) and LPL Financial LLC ($3.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Calvert Ult-SHRT Inv GRD ETF
- Filed as
- MORGAN STANLEY ETF TRUST (Q2 2024)
- CUSIP
- 61774R601
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $6.6M |
| Exits | 2 | $677K |
All 13F filers, Q1 2024 → Q2 2024: 154,199 shares bought and 34,950 shares sold, net +119,249 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Morgan Stanley | 0.00% | Add +0.0% | 402,001 | $20.3M |
| Valley Financial Group, Inc. | 9.94% | Add +5.0% | 268,389 | $13.5M |
| LPL Financial LLC | 0.00% | New | 75,438 | $3.8M |
| GPS Wealth Strategies Group, LLC | 0.18% | New | 23,970 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.1% | 22,461 | $1.1M |
| Citadel Advisors | 0.00% | New | 20,423 | $1.0M |
| Jane Street Group, LLC | 0.00% | Reduce -63.3% | 12,487 | $629K |
| Thrivent Financial for Lutherans | 0.00% | Add +37.6% | 10,595 | $534K |
| Prism Advisors, Inc. | 0.16% | Add +25.2% | 10,589 | $533K |
| Cetera Investment Advisers | 0.00% | Add +114.6% | 8,800 | $443K |
| Bank of Montreal | 0.00% | New | 6,500 | $328K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 4,950 | $249K |
| Cwm, LLC | 0.00% | No change | 397 | $20K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 150 | $8K |
"% 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.