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

$50.66 -0.01 (-0.02%)
As of 04:10 PM Eastern
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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)
$2.84M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$458.77K
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CVSB Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2026 Prism Advisors Inc.17,330$877K0.2%+4.0%0.456%
2/13/2026Arkadios Wealth Advisors8,287$421K0.0%+14.1%0.231%
2/12/2026Rossby Financial LCC13,056$663K0.2%+59.1%0.365%
2/12/2026Betterment LLC30,885$1.57M0.0%+16.9%0.863%
1/23/2026 Prism Advisors Inc.16,657$845K0.2%+7.5%0.465%
11/13/2025Betterment LLC26,421$1.34M0.0%+30.6%0.710%
11/10/2025Rossby Financial LCC8,206$416K0.1%+39.9%0.221%
11/3/2025GPS Wealth Strategies Group LLC3,388$172K0.0%-31.7%0.091%
10/29/2025Arkadios Wealth Advisors7,264$368K0.0%N/A0.196%
10/14/2025 Prism Advisors Inc.15,498$786K0.2%+33.7%0.419%
8/14/2025Betterment LLC20,234$1.03M0.0%+357.7%0.573%
8/5/2025GPS Wealth Strategies Group LLC4,964$251K0.0%-45.9%0.142%
8/1/2025Rossby 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%
5/15/2025Betterment LLC4,421$224K0.0%N/A0.128%
5/1/2025Prism Advisors Inc.12,088$612K0.2%-3.5%0.350%
4/28/2025Rossby Financial LCC1,972$100K0.0%N/A0.057%
4/15/2025GPS Wealth Strategies Group LLC9,175$464K0.1%-24.3%0.249%
1/22/2025Prism Advisors Inc.12,523$635K0.2%+12.9%1.193%
1/10/2025ST Germain D J Co. Inc.8,099$411K0.0%N/A0.771%
10/16/2024Prism Advisors Inc.11,094$562K0.2%+4.8%1.057%
7/10/2024Prism Advisors Inc.10,589$533K0.2%+25.2%1.008%
4/5/2024Prism Advisors Inc.8,456$426K0.1%+11.2%0.940%
2/1/2024Prism Advisors Inc.7,603$382K0.1%+45.0%0.845%


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 ($1.57M), Prism Advisors Inc. ($877K), Rossby Financial LCC ($663K), Arkadios Wealth Advisors ($421K), and ST Germain D J Co. Inc. ($270K), GPS Wealth Strategies Group LLC ($172K).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 ($30.89K), Rossby Financial LCC ($13.06K), Prism Advisors Inc. ($9.81K), Arkadios Wealth Advisors ($8.29K), and ST Germain D J Co. Inc. ($8.10K).

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

Institutional investors have bought a total of 55,998 shares in the last 24 months. This purchase volume represents approximately $2.84M 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 ($5.79K), ST Germain D J Co. Inc. ($2.77K), and Prism Advisors Inc. ($500.00).

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

Institutional investors have sold a total of 9,054 shares in the last 24 months. This volume of shares sold represents approximately $458.77K in transactions.


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This page (NYSEARCA:CVSB) was last updated on 5/5/2026 by MarketBeat.com Staff.
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