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

$50.87 +0.02 (+0.04%)
As of 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)
4
Total
Institutional Inflows
(last 12 months)
$1.83M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$549.91K
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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
8/14/2025 Betterment LLC20,234$1.03M0.0%+357.7%0.573%
8/5/2025 GPS Wealth Strategies Group LLC4,964$251K0.0%-45.9%0.142%
8/1/2025 Rossby Financial LCC5,864$297K0.1%+197.4%0.168%
7/16/2025 ST Germain D J Co. Inc.5,332$270K0.0%-34.2%0.152%
7/8/2025 Prism Advisors Inc.11,588$587K0.2%-4.1%0.331%
5/15/2025 Betterment LLC4,421$224K0.0%N/A0.128%
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: Betterment LLC ($1.03M), Prism Advisors Inc. ($587K), Rossby Financial LCC ($297K), and ST Germain D J Co. Inc. ($270K), GPS Wealth Strategies Group LLC ($251K).Learn more on Calvert Ultra-Short Investment Grade ETF's institutional investors.

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

The following institutional investors have purchased Calvert Ultra-Short Investment Grade ETF's stock in the last 24 months: Betterment LLC ($20.23K), ST Germain D J Co. Inc. ($8.10K), Prism Advisors Inc. ($7.28K), and Rossby Financial LCC ($5.86K).

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

Institutional investors have bought a total of 36,131 shares in the last 24 months. This purchase volume represents approximately $1.83M in transactions.

Which of Calvert Ultra-Short Investment Grade ETF's 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 ($7.16K), ST Germain D J Co. Inc. ($2.77K), and Prism Advisors Inc. ($935.00).

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

Institutional investors have sold a total of 10,859 shares in the last 24 months. This volume of shares sold represents approximately $549.91K in transactions.



This page (NYSEARCA:CVSB) was last updated on 8/27/2025 by MarketBeat.com Staff
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