Calvert Ultra-Short Investment Grade ETF
CVSB

$50.84

0%

Market Cap: $85.4M

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

27% more funds holding

Funds holding: 11 [Q1] → 14 (+3) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

25% less capital invested

Capital invested by funds: $57.9M [Q1] → $43.7M (-$14.2M) [Q2]

41.5% less ownership

Funds ownership: 114.99% [Q1] → 73.49% (-41.5%) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for CVSB.

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Financial journalist opinion

Maneuver Rate Shifts With Ultra-Short Strategies

With memories of Monday's sell-off fresh on investors' minds, all eyes remain fixated on the Federal Reserve's next moves. At a recent event in Hawaii, San Francisco Fed President and CEO Mary Daly reiterated that within the Federal Reserve, minds remain “quite open to adjusting the policy rate in coming meetings.

Maneuver Rate Shifts With Ultra-Short Strategies

Look at Ultra-Short Funds While Waiting for Rates

Uncertainty currently reigns supreme with investors and traders alike trying to anticipate where the economy is headed. Fortune reported that a recent survey from Deutsche Bank found that 45% of investors see the U.S. economy reaching a “no landing” scenario.

Look at Ultra-Short Funds While Waiting for Rates

Morgan Stanley Investment Management's Calvert ETFs Turn 1

Morgan Stanley Investment Management's lineup of ETFs has grown to over half a billion dollars in assets since their launch last year. The firm entered the ETF space one year ago with the launch of six Calvert ETFs.

Morgan Stanley Investment Management's Calvert ETFs Turn 1

Active ETFs Came of Age in 2023

The first actively managed exchange traded funds came to market in 2008. But 2023 may be remembered as the year when the asset class matured, paving the way for broader long-term adoption.

Active ETFs Came of Age in 2023

Corporate Bonds Could Shine in 2024

With stocks racing to record highs, diminishing expectations of a recession, and hopes that the Federal Reserve could potentially reduce interest rates multiple times next year, risk appetite is being reborn.

Corporate Bonds Could Shine in 2024

Lower Credit, Rate Risk Still Winning Idea

In recent weeks, chatter has increased regarding the likelihood of the Federal Reserve lowering interest rates at some point in 2024. Obviously, that would be good news for high yield and long-duration fixed income strategies.

Lower Credit, Rate Risk Still Winning Idea

Prudence Still Necessary in Bond Market

November was kind to fixed income investors as bonds posted their best month of 2023. High yield corporate debt participated in that rally as highlighted by the fact that the largest junk bond exchange traded fund is higher by nearly 4.3% over the past month.

Prudence Still Necessary in Bond Market

Stars Aligning for Active ETFs Growth

Once a sparsely populated afterthought within the broader ETF industry, active ETFs are flourishing. That's true both in terms of population and, more importantly, assets under management.

Stars Aligning for Active ETFs Growth

Despite Criticism, ESG Is Mainstream and Desired

Arguably, no investing style has been on the receiving end of as much criticism as environmental, social, and governance (ESG) investing. For its supporters and those interested in implementing its benefits in their portfolios, the good news is that while they're loud and vocal, the critics don't speak for all market participants.

Despite Criticism, ESG Is Mainstream and Desired

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