Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
CDEI
4 hedge funds and large institutions have $21.2M invested in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more funds holding
Funds holding: 2 → 4 (+2)
6.37% less ownership
Funds ownership: 81.59% → 75.22% (-6.4%)
30% less capital invested
Capital invested by funds: $30.3M → $21.2M (-$9.12M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$53.4K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$6.53K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$68 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.81M |
| 2 |
Goldman Sachs
New York
|
-$3.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $21.1M | -$6.81M | -100,000 | -25% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $55.2K | +$53.4K | +785 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $6.75K | +$6.53K | +96 | New |
|
|
4
Fidelity Investments
Boston,
Massachusetts
| $70 | +$68 | +1 | New |
|
|
5
Goldman Sachs
New York
| – | -$3.29M | -48,749 | Closed |
|
CDEI Hedge Fund Activity: Q3 2024 in Review
4 of the 6,970 institutional investors tracked by Wall St. Rank reported a position in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) for Q3 2024, worth a combined $21.2M — down 30% from $30.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CDEI positions and 1 closed out — a net gain of 2 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Osaic Holdings, opening a new position worth an estimated $53.4K. The largest seller was Morgan Stanley, cutting an estimated $6.81M.
- 4 institutional investors held Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) as of Q3 2024, up from 2 in Q2 2024.
- Funds reported $21.2M of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF stock for Q3 2024, down 30% quarter-over-quarter.
- 3 funds opened new Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF positions in Q3 2024 and 1 closed out, a net change of +2 holders.
- The largest Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF buyer in Q3 2024 was Osaic Holdings, an estimated $53.4K added.
- The largest Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF seller in Q3 2024 was Morgan Stanley, an estimated $6.81M sold.
Based on aggregated 13F filings for Q3 2024.