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Calvert Ultra-Short Investment Grade ETF (CVSB) Institutional Ownership

$50.58 +0.03 (+0.06%)
As of 05/2/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Calvert Ultra-Short Investment Grade ETF (NYSEARCA:CVSB)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$716.02K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$171.08K
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CVSB Institutional Buying and Selling by Quarter

Calvert Ultra-Short Investment Grade ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025 Prism Advisors Inc.12,088$612K0.2%-3.5%0.350%
4/28/2025 Rossby Financial LCC1,972$100K0.0%N/A0.057%
4/15/2025 GPS Wealth Strategies Group LLC9,175$464K0.1%-24.3%0.249%
1/22/2025 Prism Advisors Inc.12,523$635K0.2%+12.9%1.193%
1/10/2025 ST Germain D J Co. Inc.8,099$411K0.0%N/A0.771%
10/16/2024 Prism Advisors Inc.11,094$562K0.2%+4.8%1.057%
7/10/2024 Prism Advisors Inc.10,589$533K0.2%+25.2%1.008%
4/5/2024 Prism Advisors Inc.8,456$426K0.1%+11.2%0.940%
2/1/2024 Prism Advisors Inc.7,603$382K0.1%+45.0%0.845%
(Data available from 1/1/2016 forward)

CVSB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CVSB shares?

During the previous two years, the following institutional investors and hedge funds held shares of Calvert Ultra-Short Investment Grade ETF shares: Prism Advisors Inc. ($612K), GPS Wealth Strategies Group LLC ($464K), and ST Germain D J Co. Inc. ($411K), Rossby Financial LCC ($100K).Learn more on CVSB's institutional investors.

Which institutional investors have been buying Calvert Ultra-Short Investment Grade ETF stock?

The following institutional investors have purchased Calvert Ultra-Short Investment Grade ETF stock in the last 24 months: ST Germain D J Co. Inc. ($8.10K), Prism Advisors Inc. ($7.28K), and Rossby Financial LCC ($1.97K).

How much institutional buying is happening at Calvert Ultra-Short Investment Grade ETF?

Institutional investors have bought a total of 17,349 shares in the last 24 months. This purchase volume represents approximately $877.48K in transactions.

Which Calvert Ultra-Short Investment Grade ETF major shareholders have been selling company stock?

The following institutional investors have sold Calvert Ultra-Short Investment Grade ETF stock in the last 24 months: GPS Wealth Strategies Group LLC ($2.95K), and Prism Advisors Inc. ($435.00).

How much institutional selling is happening at Calvert Ultra-Short Investment Grade ETF?

Institutional investors have sold a total of 3,381 shares in the last 24 months. This volume of shares sold represents approximately $171.08K in transactions.



This page (NYSEARCA:CVSB) was last updated on 5/3/2025 by MarketBeat.com Staff
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