We are live on ! Find out more
CDEI icon

Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
CDEI

1 hedge funds and large institutions have $21.7M invested in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less ownership

Funds ownership: 88.89% → 88.89% (-0%)

5% less capital invested

Capital invested by funds: $22.9M → $21.7M (-$1.25M)

50% less funds holding

Funds holding: 2 → 1 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
1
Holders Change
-1
Holders Change %
-50%
% of All Funds
0.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
HI
Harbour Investments
Wisconsin
-$229
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21.7M – – –
HI
2
Harbour Investments
Wisconsin
– -$229 -4 Closed

CDEI Hedge Fund Activity: Q3 2023 in Review

1 of the 6,304 institutional investors tracked by Wall St. Rank reported a position in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) for Q3 2023, worth a combined $21.7M — down 5.5% from $22.9M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of CDEI and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 0 added.

The largest seller was Harbour Investments, exiting entirely with an estimated $229 sold.

  • 1 institutional investor held Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) as of Q3 2023, down from 2 in Q2 2023.
  • Funds reported $21.7M of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF stock for Q3 2023, down 5.5% quarter-over-quarter.
  • 0 funds opened new Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF positions in Q3 2023 and 1 closed out, a net change of -1 holder.
  • The largest Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF seller in Q3 2023 was Harbour Investments, an estimated $229 sold.

Based on aggregated 13F filings for Q3 2023.