Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
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, 0 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
20% more funds holding
Funds holding: 5 → 6 (+1)
11% more capital invested
Capital invested by funds: $13.5M → $15M (+$1.48M)
9.57% less ownership
Funds ownership: 66.72% → 57.15% (-9.6%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DI
DAGCO Inc
Westlake,
Ohio
|
+$137K |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$23.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Natural Investments
Windsor,
California
|
-$124K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$47.1K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$67 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Morgan Stanley
New York
| $14.2M | – | – | – |
|
|
NI
2
Natural Investments
Windsor,
California
| $432K | -$124K | -1,792 | -24% |
|
|
DI
3
DAGCO Inc
Westlake,
Ohio
| $149K | +$137K | +1,992 | New |
|
|
RDFA
4
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $94.3K | – | – | – |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $48.7K | -$47.1K | -683 | -51% |
|
|
AAS
6
Ameritas Advisory Services
Lincoln,
Nebraska
| $25.9K | +$23.9K | +346 | New |
|
|
7
Fidelity Investments
Boston,
Massachusetts
| – | -$67 | -1 | Closed |
|
CDEI Hedge Fund Activity: Q2 2025 in Review
6 of the 7,604 institutional investors tracked by Wall St. Rank reported a position in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) for Q2 2025, worth a combined $15M — up 11% from $13.5M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CDEI positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 2 trimmed.
The largest buyer was DAGCO Inc, opening a new position worth an estimated $137K. The largest seller was Natural Investments, cutting an estimated $124K.
- 6 institutional investors held Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) as of Q2 2025, up from 5 in Q1 2025.
- Funds reported $15M of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF stock for Q2 2025, up 11% quarter-over-quarter.
- 2 funds opened new Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF positions in Q2 2025 and 1 closed out, a net change of +1 holder.
- The largest Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF buyer in Q2 2025 was DAGCO Inc, an estimated $137K added.
- The largest Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF seller in Q2 2025 was Natural Investments, an estimated $124K sold.
Based on aggregated 13F filings for Q2 2025.