Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
CDEI
CDEI
6 hedge funds and large institutions have $15M invested in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
+1
Holders Change %
+20%
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
DI
DAGCO Inc
Westlake,
Ohio
|
$149K |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
$25.9K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
$110K |
Top Sellers
| 1 |
NI
Natural Investments
Windsor,
California
|
$432K |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
$0 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1
Morgan Stanley
New York
| $14.2M | – | – | – |
|
|
NI
2
Natural Investments
Windsor,
California
| $432K | -$134K | -1,792 | -24% |
|
|
DI
3
DAGCO Inc
Westlake,
Ohio
| $149K | +$149K | +1,992 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $110K | +$13.1K | +180 | +13% |
|
|
RDFA
5
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $94.3K | – | – | – |
|
|
AAS
6
Ameritas Advisory Services
Lincoln,
Nebraska
| $25.9K | +$25.9K | +346 | New |
|
|
7
Fidelity Investments
Boston,
Massachusetts
| – | -$67 | -1 | Closed |
|