Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
CDEI
5 hedge funds and large institutions have $13.5M invested in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.
67% more funds holding
Funds holding: 3 → 5 (+2)
9.63% less ownership
Funds ownership: 76.35% → 66.72% (-9.6%)
38% less capital invested
Capital invested by funds: $21.9M → $13.5M (-$8.43M)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RDFA
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
+$89.8K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$29.3K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$71 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$7.13M |
| 2 |
NI
Natural Investments
Windsor,
California
|
-$493K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $12.8M | -$7.13M | -99,999 | -34% |
|
|
NI
2
Natural Investments
Windsor,
California
| $510K | -$493K | -6,918 | -48% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $89.8K | +$29.3K | +411 | +45% |
|
|
RDFA
4
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $84.9K | +$89.8K | +1,260 | New |
|
|
5
Fidelity Investments
Boston,
Massachusetts
| $67 | +$71 | +1 | New |
|
CDEI Hedge Fund Activity: Q1 2025 in Review
5 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) for Q1 2025, worth a combined $13.5M — down 38% from $21.9M 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 2 trimmed.
The largest buyer was Ritter Daniher Financial Advisory, opening a new position worth an estimated $89.8K. The largest seller was Morgan Stanley, cutting an estimated $7.13M.
- 5 institutional investors held Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) as of Q1 2025, up from 3 in Q4 2024.
- Funds reported $13.5M of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF stock for Q1 2025, down 38% quarter-over-quarter.
- 2 funds opened new Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF positions in Q1 2025 and 0 closed out, a net change of +2 holders.
- The largest Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF buyer in Q1 2025 was Ritter Daniher Financial Advisory, an estimated $89.8K added.
- The largest Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF seller in Q1 2025 was Morgan Stanley, an estimated $7.13M sold.
Based on aggregated 13F filings for Q1 2025.