CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF Stock - Stock Price, Institutional Ownership, Shareholders (ARCA)

Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF
US ˙ ARCA

Basic Stats
Institutional Owners 41 total, 41 long only, 0 short only, 0 long/short - change of 7.89% MRQ
Average Portfolio Allocation 0.3320 % - change of -23.05% MRQ
Institutional Shares (Long) 3,400,904 (ex 13D/G) - change of -0.27MM shares -7.30% MRQ
Institutional Value (Long) $ 166,597 USD ($1000)
Institutional Ownership and Shareholders

Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF (US:CVSB) has 41 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 3,400,904 shares. Largest shareholders include Morgan Stanley, Valley Financial Group, Inc., LPL Financial LLC, CUBAX - Calvert Absolute Return Bond Fund CLASS A, CSIBX - Calvert Bond Fund Class A, Pathstone Holdings, LLC, CLDIX - Calvert Long-Term Income Fund Class I, CSDAX - Calvert Short Duration Income Fund Class A, Commonwealth Equity Services, Llc, and CFICX - Calvert Income Fund Class A .

Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF (ARCA:CVSB) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.

The share price as of September 8, 2025 is 50.80 / share. Previously, on September 9, 2024, the share price was 50.70 / share. This represents an increase of 0.19% over that period.

CVSB / Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF Institutional Ownership
Fund Sentiment Score

The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.

Update Frequency: Daily

See Ownership Explorer, which provides a list of highest-ranking companies.

Institutional Put/Call Ratio

In addition to reporting standard equity and debt issues, institutions with more than 100MM assets under management must also disclose their put and call option holdings. Since put options generally indicate negative sentiment, and call options indicate positive sentiment, we can get a sense of the overall institutional sentiment by plotting the ratio of puts to calls. The chart to the right plots the historical put/call ratio for this instrument.

Using Put/Call Ratio as an indicator of investor sentiment overcomes one of the key deficiencies of using total institutional ownership, which is that a significant amount of assets under management are invested passively to track indices. Passively-managed funds do not typically buy options, so the put/call ratio indicator more closely tracks the sentiment of actively-managed funds.

CVSB / Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF Historical Put/Call Ratio
13F and NPORT Filings

Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

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File Date Source Investor Type Avg Price
(Est)
Shares Δ Shares
(%)
Reported
Value
($1000)
Δ Value
(%)
Port Alloc
(%)
2025-08-11 13F Private Advisor Group, LLC 29,253 39.16 1,482 39.32
2025-08-05 13F GPS Wealth Strategies Group, LLC 4,964 -45.90 251 -45.91
2025-08-27 NP CLDIX - Calvert Long-Term Income Fund Class I 75,000 0.00 3,800 0.11
2025-08-12 13F Gladstone Institutional Advisory LLC 4,332 0.00 219 0.00
2025-08-12 13F Global Retirement Partners, LLC 9,853 -37.16 499 -37.23
2025-07-08 13F Prism Advisors, Inc. 11,588 -4.14 587 -3.93
2025-08-01 13F Rossby Financial, LCC 5,864 197.36 297 200.00
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 15,896 109.99 1
2025-08-12 13F LPL Financial LLC 179,373 18.05 9,087 18.18
2025-07-18 13F First Pacific Financial 0 -100.00 0 -100.00
2025-08-08 13F Good Life Advisors, LLC 17,640 -6.04 894 -6.00
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Raymond James Financial Inc 466 24
2025-08-14 13F Citadel Advisors Llc 12,642 640
2025-07-25 13F Cwm, Llc 397 0.00 0
2025-08-01 13F Brookwood Investment Group LLC 4,440 4.40 225 4.19
2025-05-02 13F Kingsview Wealth Management, LLC 0 -100.00 0
2025-07-16 13F St Germain D J Co Inc 5,332 -34.16 270 -33.99
2025-08-27 NP CSDAX - Calvert Short Duration Income Fund Class A 75,000 0.00 3,800 0.11
2025-08-25 NP CUBAX - Calvert Absolute Return Bond Fund CLASS A 119,000 0.00 6,029 0.12
2025-07-25 13F Natural Investments, Llc 9,177 1.48 0
2025-08-27 NP CFICX - Calvert Income Fund Class A 65,000 0.00 3,293 0.09
2025-07-09 13F Dynamic Advisor Solutions LLC 9,327 43.05 473 43.47
2025-07-21 13F Ameritas Advisory Services, LLC 219 11
2025-08-14 13F Comerica Bank 2,860 -9.84 145 -10.00
2025-08-14 13F Valley Financial Group, Inc. 346,180 3.00 17,537 3.11
2025-05-13 13F Wells Fargo & Company/mn 0 -100.00 0
2025-07-22 13F Gemmer Asset Management LLC 4,092 207
2025-08-14 13F Great Valley Advisor Group, Inc. 5,983 -3.23 303 -3.21
2025-08-15 13F Morgan Stanley 2,054,061 -6.09 104,059 -5.98
2025-08-01 13F Riverwater Partners LLC 0 -100.00 0
2025-08-14 13F Fmr Llc 180 9
2025-08-12 13F Ameritas Investment Partners, Inc. 6,970 353
2025-07-29 13F TFC Financial Management 489 0.00 25 0.00
2025-08-12 13F Jpmorgan Chase & Co 0 -100.00 0
2025-07-18 13F PFG Investments, LLC 10,976 83.76 556 84.11
2025-08-14 13F Betterment LLC 20,234 357.68 1
2025-08-06 13F Commonwealth Equity Services, Llc 66,399 29.60 3 50.00
2025-07-28 13F Harbour Investments, Inc. 1,864 1,841.67 94 2,250.00
2025-08-14 13F Jane Street Group, Llc 4,282 -92.74 217 -92.76
2025-08-08 13F Cetera Investment Advisers 5,600 0.00 284 0.00
2025-08-12 13F Pathstone Holdings, LLC 85,003 26.52 4,306 26.68
2025-07-10 13F Secure Asset Management, LLC 7,366 -0.46 373 -0.27
2025-05-29 NP MIGAX - Corporate Bond Portfolio Class A Shares 11,500 0.00 582 -0.34
2025-09-04 13F/A Advisor Group Holdings, Inc. 11,510 3.23 583 3.37
2025-08-27 NP CSIBX - Calvert Bond Fund Class A 100,000 0.00 5,066 0.12
2025-07-24 13F IFP Advisors, Inc 592 0.00 30 0.00
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