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

3 hedge funds and large institutions have $26.6M 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, 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)

23% more capital invested

Capital invested by funds: $21.7M → $26.6M (+$4.98M)

1.88% less ownership

Funds ownership: 88.89% → 87.01% (-1.9%)

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
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

No sellers this quarter

CDEI Hedge Fund Activity: Q4 2023 in Review

3 of the 6,871 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 $26.6M — up 23% 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 0 added to existing stakes and 0 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.75M.

  • 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 $26.6M of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF stock for Q4 2023, up 23% 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 Goldman Sachs, an estimated $1.75M added.

Based on aggregated 13F filings for Q4 2023.