Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
CDEI
3 hedge funds and large institutions have $21.9M invested in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
1.13% more ownership
Funds ownership: 75.22% → 76.35% (+1.1%)
4% more capital invested
Capital invested by funds: $21.2M → $21.9M (+$759K)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
25% less funds holding
Funds holding: 4 → 3 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$9.94K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$720K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$6.75K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$70 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $20.8M | -$720K | -10,001 | -3% |
|
|
NI
2
Natural Investments
Windsor,
California
| $1.04M | +$1.04M | +14,492 | New |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $66.2K | +$9.94K | +138 | +18% |
|
|
4
UBS Group
Zurich,
Switzerland
| – | -$6.75K | -96 | Closed |
|
|
5
Fidelity Investments
Boston,
Massachusetts
| – | -$70 | -1 | Closed |
|
CDEI Hedge Fund Activity: Q4 2024 in Review
3 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) for Q4 2024, worth a combined $21.9M — up 3.6% from $21.2M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of CDEI and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was Osaic Holdings, adding an estimated $9.94K. The largest seller was Morgan Stanley, cutting an estimated $720K.
- 3 institutional investors held Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) as of Q4 2024, down from 4 in Q3 2024.
- Funds reported $21.9M of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF stock for Q4 2024, up 3.6% quarter-over-quarter.
- 1 fund opened new Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF positions in Q4 2024 and 2 closed out, a net change of -1 holder.
- The largest Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF buyer in Q4 2024 was Osaic Holdings, an estimated $9.94K added.
- The largest Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF seller in Q4 2024 was Morgan Stanley, an estimated $720K sold.
Based on aggregated 13F filings for Q4 2024.