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

2 hedge funds and large institutions have $27.9M invested in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% less funds holding

Funds holding: 3 → 2 (-1)

45% less capital invested

Capital invested by funds: $51.1M → $27.9M (-$23.2M)

89.32% less ownership

Funds ownership: 167.01% → 77.69% (-89%)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
2
Holders Change
-1
Holders Change %
-33.33%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$25.3M
2
ECA
Elevated Capital Advisors
Utah
-$274K
3
Goldman Sachs
Goldman Sachs
New York
-$208K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$26.1M -$25.3M -400,000 -50%
Goldman Sachs
2
Goldman Sachs
New York
$1.78M -$208K -3,295 -11%
ECA
3
Elevated Capital Advisors
Utah
– -$274K -4,468 Closed

CDEI Hedge Fund Activity: Q1 2024 in Review

2 of the 6,947 institutional investors tracked by Wall St. Rank reported a position in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) for Q1 2024, worth a combined $27.9M — down 45% from $51.1M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of CDEI and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 0 added.

The largest seller was Morgan Stanley, cutting an estimated $25.3M.

  • 2 institutional investors held Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) as of Q1 2024, down from 3 in Q4 2023.
  • Funds reported $27.9M of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF stock for Q1 2024, down 45% quarter-over-quarter.
  • 0 funds opened new Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF positions in Q1 2024 and 1 closed out, a net change of -1 holder.
  • The largest Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $25.3M sold.

Based on aggregated 13F filings for Q1 2024.