Calvert Ultra-Short Investment Grade ETFCVSB
CVSB
0
Funds holding %
of 6,815 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
800% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
25% more capital invested
Capital invested by funds: $63.9M [Q2] → $80.1M (+$16.2M) [Q3]
14% more funds holding
Funds holding: 14 [Q2] → 16 (+2) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]
22.15% less ownership
Funds ownership: 107.56% [Q2] → 85.4% (-22.15%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for CVSB.
Financial journalist opinion
Neutral
ETF Trends
5 months ago
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.
Positive
ETF Trends
9 months ago
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.
Positive
ETF Trends
11 months ago
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.
Positive
ETF Trends
1 year ago
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.
Positive
ETF Trends
1 year ago
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.
Positive
ETF Trends
1 year ago
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.
Positive
ETF Trends
1 year ago
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.
Positive
ETF Trends
1 year ago
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.
Positive
ETF Trends
1 year ago
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.
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