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

3 hedge funds and large institutions have $51.1M invested in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding

Funds holding: 1 → 3 (+2)

136% more capital invested

Capital invested by funds: $21.7M → $51.1M (+$29.5M)

78.12% more ownership

Funds ownership: 88.89% → 167.01% (+78%)

Holders
3
Holders Change
+2
Holders Change %
+200%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$22.9M
2
Goldman Sachs
Goldman Sachs
New York
+$1.75M
3
ECA
Elevated Capital Advisors
Utah
+$255K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$49M +$22.9M +400,000 +100%
Goldman Sachs
2
Goldman Sachs
New York
$1.87M +$1.75M +30,585 New
ECA
3
Elevated Capital Advisors
Utah
$274K +$255K +4,468 New

CDEI Hedge Fund Activity: Q4 2023 in Review

3 of the 6,864 institutional investors tracked by Wall St. Rank reported a position in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) for Q4 2023, worth a combined $51.1M — up 136% from $21.7M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new CDEI positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22.9M.

  • 3 institutional investors held Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) as of Q4 2023, up from 1 in Q3 2023.
  • Funds reported $51.1M of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF stock for Q4 2023, up 136% quarter-over-quarter.
  • 2 funds opened new Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF positions in Q4 2023 and 0 closed out, a net change of +2 holders.
  • The largest Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF buyer in Q4 2023 was Morgan Stanley, an estimated $22.9M added.

Based on aggregated 13F filings for Q4 2023.