Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
CDEI
2 hedge funds and large institutions have $22.9M invested in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.
10% more capital invested
Capital invested by funds: $20.9M → $22.9M (+$2.05M)
0% more funds holding
Funds holding: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.09% less ownership
Funds ownership: 88.98% → 88.89% (-0.09%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$215 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$20.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Morgan Stanley
New York
| $22.9M | – | – | – |
|
|
HI
2
Harbour Investments
Madison,
Wisconsin
| $229 | +$215 | +4 | New |
|
|
ASN
3
Advisory Services Network
Atlanta,
Georgia
| – | -$20.3K | -390 | Closed |
|
CDEI Hedge Fund Activity: Q2 2023 in Review
2 of the 6,372 institutional investors tracked by Wall St. Rank reported a position in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) for Q2 2023, worth a combined $22.9M — up 9.8% from $20.9M a quarter earlier.
Fund positioning in CDEI was balanced in Q2 2023: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 0 trimmed.
The largest buyer was Harbour Investments, opening a new position worth an estimated $215. The largest seller was Advisory Services Network, exiting entirely with an estimated $20.3K sold.
- 2 institutional investors held Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $22.9M of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF stock for Q2 2023, up 9.8% quarter-over-quarter.
- 1 fund opened new Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF positions in Q2 2023 and 1 closed out, a net change of 0 holders.
- The largest Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF buyer in Q2 2023 was Harbour Investments, an estimated $215 added.
- The largest Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF seller in Q2 2023 was Advisory Services Network, an estimated $20.3K sold.
Based on aggregated 13F filings for Q2 2023.