Calvert Ult-SHRT Inv GRD ETFCVSBETF
13F holders, Q4 2024 (December 31)26holders +10
11new positions
2sold out
1famous investor
$50.70avg. 13F price*
At the end of Q4 2024, 26 institutions reported holding Calvert Ult-SHRT Inv GRD ETF (CVSB) in their 13F filings, up 10 from Q3 2024. 11 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($153.5M), Valley Financial Group, Inc. ($15.6M) and LPL Financial LLC ($9.3M). 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 (Q4 2024)
- CUSIP
- 61774R601
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.1M |
| Exits | 2 | $426K |
All 13F filers, Q3 2024 → Q4 2024: 2,244,341 shares bought and 58,819 shares sold, net +2,185,522 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| Morgan Stanley | 0.01% | Add +216.8% | 3,026,764 | $153.5M |
| Valley Financial Group, Inc. | 10.87% | Add +4.7% | 308,146 | $15.6M |
| LPL Financial LLC | 0.00% | Add +44.3% | 183,150 | $9.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +47.7% | 38,610 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | New | 27,674 | $1.4M |
| First Pacific Financial | 0.27% | Add +7.8% | 23,215 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -34.0% | 20,879 | $1.1M |
| Good Life Advisors, LLC | 0.07% | Reduce -17.1% | 18,176 | $922K |
| Global Retirement Partners, LLC | 0.02% | New | 15,679 | $795K |
| Citadel Advisors | 0.00% | Reduce -64.1% | 14,005 | $710K |
| Prism Advisors, Inc. | 0.19% | Add +12.9% | 12,523 | $635K |
| Cetera Investment Advisers | 0.00% | Add +42.0% | 12,500 | $634K |
| GPS Wealth Strategies Group, LLC | 0.08% | Reduce -47.2% | 12,121 | $615K |
| Natural Investments, LLC | 0.13% | — | 9,060 | $459K |
| St Germain D J Co. Inc. | 0.02% | New | 8,099 | $411K |
| Private Advisor Group, LLC | 0.00% | New | 7,825 | $397K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +39.1% | 7,263 | $368K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 6,549 | $332K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 6,160 | $312K |
| Kingsview Wealth Management, LLC | 0.01% | New | 5,694 | $289K |
| Comerica Bank | 0.00% | New | 5,053 | $256K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 4,462 | $226K |
| Cwm, LLC | 0.00% | No change | 397 | $20K |
| TFC Financial Management, Inc. | 0.00% | New | 310 | $16K |
| Wells Fargo & Company | 0.00% | New | 170 | $9K |
| Harbour Investments, Inc. | 0.00% | New | 25 | $1K |
"% 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.