Calvert Ult-SHRT Inv GRD ETFCVSBETF
13F holders, Q2 2025 (June 30)36holders +5
7new positions
3sold out
1famous investor
$50.66avg. 13F price*
At the end of Q2 2025, 36 institutions reported holding Calvert Ult-SHRT Inv GRD ETF (CVSB) in their 13F filings, up 5 from Q1 2025. 7 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($104.1M), Valley Financial Group, Inc. ($17.5M) and LPL Financial LLC ($9.1M). 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 2025)
- CUSIP
- 61774R601
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.0M |
| Exits | 3 | $10.4M |
All 13F filers, Q1 2025 → Q2 2025: 176,398 shares bought and 403,420 shares sold, net −227,022 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Morgan Stanley | 0.01% | Reduce -6.1% | 2,054,061 | $104.1M |
| Valley Financial Group, Inc. | 10.62% | Add +3.0% | 346,180 | $17.5M |
| LPL Financial LLC | 0.00% | Add +18.1% | 179,373 | $9.1M |
| Pathstone Holdings, LLC | 0.02% | Add +26.5% | 85,003 | $4.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +29.6% | 66,399 | $3.4M |
| Fig Financial Advisory Services Inc. | 1.18% | New | 34,818 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Add +39.2% | 29,253 | $1.5M |
| Betterment LLC | 0.00% | Add +357.7% | 20,234 | $1.0M |
| Good Life Advisors, LLC | 0.06% | Reduce -6.0% | 17,640 | $894K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +110.0% | 15,896 | $805K |
| Citadel Advisors | 0.00% | New | 12,642 | $640K |
| Prism Advisors, Inc. | 0.17% | Reduce -4.1% | 11,588 | $587K |
| Osaic Holdings, Inc. | 0.00% | Add +3.2% | 11,510 | $583K |
| PFG Investments, LLC | 0.03% | Add +83.8% | 10,976 | $556K |
| Global Retirement Partners, LLC | 0.01% | — | 9,853 | $499K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +43.0% | 9,327 | $473K |
| Natural Investments, LLC | 0.12% | Add +1.5% | 9,177 | $464K |
| Secure Asset Management, LLC | 0.07% | Reduce -0.5% | 7,366 | $373K |
| Ameritas Investment Partners, Inc. | 0.01% | New | 6,970 | $353K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -3.2% | 5,983 | $303K |
| Rossby Financial, LCC | 0.11% | Add +197.4% | 5,864 | $297K |
| Cetera Investment Advisers | 0.00% | No change | 5,600 | $284K |
| St Germain D J Co. Inc. | 0.01% | Reduce -34.2% | 5,332 | $270K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -45.9% | 4,964 | $251K |
| Brookwood Investment Group LLC | 0.04% | Add +4.4% | 4,440 | $225K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 4,332 | $219K |
| Jane Street Group, LLC | 0.00% | Reduce -92.7% | 4,282 | $217K |
| Gemmer Asset Management LLC | 0.02% | New | 4,092 | $207K |
| Comerica Bank | 0.00% | Reduce -9.8% | 2,860 | $145K |
| Harbour Investments, Inc. | 0.00% | Add +1841.7% | 1,864 | $94K |
| IFP Advisors, Inc | 0.00% | No change | 592 | $30K |
| TFC Financial Management, Inc. | 0.00% | No change | 489 | $25K |
| Raymond James Financial Inc. | 0.00% | New | 466 | $24K |
| Cwm, LLC | 0.00% | No change | 397 | $20K |
| Ameritas Advisory Services, LLC | 0.00% | New | 219 | $11K |
| FMR LLC | 0.00% | New | 180 | $9K |
"% 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.