Calvert Ult-SHRT Inv GRD ETFCVSBETF
13F holders, Q3 2024 (September 30)16holders +2
4new positions
1sold out
1famous investor
$50.70avg. 13F price*
At the end of Q3 2024, 16 institutions reported holding Calvert Ult-SHRT Inv GRD ETF (CVSB) in their 13F filings, up 2 from Q2 2024. 4 opened new positions and 1 sold out. The largest holders were Morgan Stanley ($48.4M), Valley Financial Group, Inc. ($14.9M) and LPL Financial LLC ($6.4M). 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 (Q3 2024)
- CUSIP
- 61774R601
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.5M |
| Exits | 1 | $534K |
All 13F filers, Q2 2024 → Q3 2024: 724,518 shares bought and 11,741 shares sold, net +712,777 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Morgan Stanley | 0.00% | Add +137.6% | 955,274 | $48.4M |
| Valley Financial Group, Inc. | 10.43% | Add +9.7% | 294,391 | $14.9M |
| LPL Financial LLC | 0.00% | Add +68.2% | 126,915 | $6.4M |
| Citadel Advisors | 0.00% | Add +91.1% | 39,030 | $2.0M |
| Jane Street Group, LLC | 0.00% | Add +153.5% | 31,652 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +16.4% | 26,138 | $1.3M |
| GPS Wealth Strategies Group, LLC | 0.16% | Reduce -4.2% | 22,974 | $1.2M |
| Good Life Advisors, LLC | 0.07% | New | 21,912 | $1.1M |
| First Pacific Financial | 0.26% | New | 21,535 | $1.1M |
| Prism Advisors, Inc. | 0.16% | Add +4.8% | 11,094 | $562K |
| Cetera Investment Advisers | 0.00% | No change | 8,800 | $446K |
| Bank of Montreal | 0.00% | Add +29.2% | 8,400 | $424K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +24.4% | 6,160 | $312K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 5,223 | $265K |
| Cwm, LLC | 0.00% | No change | 397 | $20K |
| Belpointe Asset Management LLC | 0.00% | New | 32 | $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.