Calvert Ult-SHRT Inv GRD ETFCVSBETF
13F holders, Q1 2025 (March 31)31holders +5
8new positions
3sold out
$50.60avg. 13F price*
At the end of Q1 2025, 31 institutions reported holding Calvert Ult-SHRT Inv GRD ETF (CVSB) in their 13F filings, up 5 from Q4 2024. 8 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($110.7M), Valley Financial Group, Inc. ($17.0M) and First Pacific Financial ($9.7M).
- Company
- Calvert Ult-SHRT Inv GRD ETF
- Filed as
- MORGAN STANLEY ETF TRUST (Q1 2025)
- CUSIP
- 61774R601
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.4M |
| Exits | 3 | $1.0M |
All 13F filers, Q4 2024 → Q1 2025: 347,332 shares bought and 903,024 shares sold, net −555,692 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Morgan Stanley | 0.01% | Reduce -27.7% | 2,187,154 | $110.7M |
| Valley Financial Group, Inc. | 11.29% | Add +9.1% | 336,107 | $17.0M |
| First Pacific Financial | 1.96% | Add +722.9% | 191,034 | $9.7M |
| LPL Financial LLC | 0.00% | Reduce -17.0% | 151,943 | $7.7M |
| Pathstone Holdings, LLC | 0.01% | Add +142.8% | 67,184 | $3.4M |
| Jane Street Group, LLC | 0.01% | Add +182.3% | 58,950 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +32.7% | 51,232 | $2.6M |
| Private Advisor Group, LLC | 0.01% | Add +168.6% | 21,021 | $1.1M |
| Good Life Advisors, LLC | 0.07% | Add +3.3% | 18,774 | $950K |
| Prism Advisors, Inc. | 0.19% | Reduce -3.5% | 12,088 | $612K |
| JPMorgan Chase & Co. | 0.00% | New | 11,275 | $571K |
| Osaic Holdings, Inc. | 0.00% | New | 11,150 | $564K |
| GPS Wealth Strategies Group, LLC | 0.06% | Reduce -24.3% | 9,175 | $464K |
| Natural Investments, LLC | 0.13% | Reduce -0.2% | 9,043 | $457K |
| St Germain D J Co. Inc. | 0.02% | No change | 8,099 | $410K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.2% | 7,570 | $383K |
| Secure Asset Management, LLC | 0.08% | New | 7,400 | $374K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -0.4% | 6,520 | $330K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.4% | 6,183 | $313K |
| PFG Investments, LLC | 0.02% | New | 5,973 | $302K |
| Cetera Investment Advisers | 0.00% | Reduce -55.2% | 5,600 | $283K |
| Betterment LLC | 0.00% | New | 4,421 | $224K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -2.9% | 4,332 | $219K |
| Brookwood Investment Group LLC | 0.04% | — | 4,253 | $215K |
| Riverwater Partners LLC | 0.11% | New | 4,192 | $212K |
| Comerica Bank | 0.00% | Reduce -37.2% | 3,172 | $161K |
| Rossby Financial, LCC | 0.04% | New | 1,972 | $100K |
| IFP Advisors, Inc | 0.00% | New | 592 | $30K |
| TFC Financial Management, Inc. | 0.00% | Add +57.7% | 489 | $25K |
| Cwm, LLC | 0.00% | No change | 397 | $20K |
| Harbour Investments, Inc. | 0.00% | Add +284.0% | 96 | $5K |
"% 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.