CALVERT ULT-SHRT INV GRD ETF (CVSB) Institutional Ownership Changes & 13F Activity
CALVERT ULT-SHRT INV GRD ETF (CVSB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Goldman Sachs Group Inc, Private Advisor Group, Llc, Pathstone Holdings, Llc, Lpl Financial Llc, and Strategic Financial Planning, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Western Wealth Management, Llc | Buy | +788 | — | 788 | $39.88K | Q1 2026 | May 19, 2026 |
| Arkadios Wealth Advisors | Buy | +34 | +0.4% | 8,321 | $421.08K | Q1 2026 | May 18, 2026 |
| Goldman Sachs Group Inc | Buy | +127,161 | +945.0% | 140,617 | $7.12M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -17,862 | -0.8% | 2,210,158 | $111.85M | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Buy | +5,831 | — | 5,831 | $295.08K | Q1 2026 | May 15, 2026 |
| Valley Financial Group, Inc. | Sell | -1,529 | -2.6% | 57,308 | $2.90M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -615 | -2.7% | 22,570 | $1.14M | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +504 | +21.7% | 2,826 | $143.02K | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management Llc | Buy | +305 | — | 305 | $15.48K | Q1 2026 | May 15, 2026 |
| Strategic Financial Planning, Inc. | Buy | +50,704 | — | 50,704 | $1.35M | Q1 2026 | May 14, 2026 |
| Regal Investment Advisors Llc | Buy | +12,258 | — | 12,258 | $620.32K | Q1 2026 | May 14, 2026 |
| Betterment Llc | Buy | +1,793 | +5.8% | 32,678 | $1.65M | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | Buy | +1,500 | +16.6% | 10,510 | $531.86K | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | Buy | +920 | +11.6% | 8,868 | $448.76K | Q1 2026 | May 13, 2026 |
| Jane Street Group, Llc | Buy | +16,707 | — | 16,707 | $845.46K | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, Llc | Buy | +11,290 | — | 11,290 | $571.33K | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, Llc | Buy | +54,015 | +74.8% | 126,194 | $6.39M | Q1 2026 | May 11, 2026 |
| Rossby Financial, Lcc | Buy | +10,020 | +76.7% | 23,076 | $1.17M | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, Llc | Buy | +200 | — | 200 | $10.12K | Q1 2026 | May 11, 2026 |
| Riverwater Partners Llc | Buy | +2 | +0.0% | 4,857 | $245.79K | Q1 2026 | May 08, 2026 |
| Lpl Financial Llc | Buy | +51,354 | +24.3% | 262,983 | $13.31M | Q1 2026 | May 06, 2026 |
| Envestnet Asset Management Inc | Buy | +6,350 | — | 6,350 | $321.34K | Q1 2026 | May 04, 2026 |
| Brookwood Investment Group Llc | Buy | +79 | +1.7% | 4,644 | $235.01K | Q1 2026 | May 04, 2026 |
| Natural Investments, Llc | Sell | -89 | -0.9% | 10,077 | $509.00K | Q1 2026 | May 01, 2026 |
| Robinson Smith Wealth Advisors Llc | Buy | +1,822 | +21.4% | 10,323 | $522.39K | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +316 | +1.8% | 17,486 | $885.00K | Q1 2026 | Apr 30, 2026 |
| Mason & Associates Inc | Sell | -202 | -0.8% | 24,522 | $1.24M | Q1 2026 | Apr 30, 2026 |
| Sunrise Financial Services, Llc | Buy | +2,158 | +25.7% | 10,570 | $534.89K | Q1 2026 | Apr 29, 2026 |
| Rw Investment Management Llc | Buy | +13,479 | — | 13,479 | $682.11K | Q1 2026 | Apr 28, 2026 |
| Private Advisor Group, Llc | Buy | +87,706 | +120.2% | 160,700 | $8.13M | Q1 2026 | Apr 27, 2026 |
Frequently asked questions about CVSB activity
Which institutional owners are buying CVSB?
Institutional owners buying CVSB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CVSB activity?
"Buy" means an investor increased their reported position in CVSB compared to the prior reporting period. This reflects growing exposure to CALVERT ULT-SHRT INV GRD ETF (CVSB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CVSB increasing?
Institutional interest in CVSB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.