Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
CDEI
5 hedge funds and large institutions have $7.72M invested in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
17% less funds holding
Funds holding: 6 → 5 (-1)
24.68% less ownership
Funds ownership: 57.15% → 32.47% (-25%)
48% less capital invested
Capital invested by funds: $15M → $7.72M (-$7.25M)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Principal Securities
Des Moines,
Iowa
|
+$62.5K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$11.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$7.48M |
| 2 |
NI
Natural Investments
Windsor,
California
|
-$432K |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$25.9K |
| 4 |
RDFA
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
-$2.76K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $7.33M | -$7.48M | -97,421 | -51% |
|
|
DI
2
DAGCO Inc
Westlake,
Ohio
| $158K | – | – | – |
|
|
RDFA
3
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $97K | -$2.76K | -36 | -3% |
|
|
PS
4
Principal Securities
Des Moines,
Iowa
| $64.6K | +$62.5K | +815 | New |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $63.3K | +$11.5K | +150 | +23% |
|
|
NI
6
Natural Investments
Windsor,
California
| – | -$432K | -5,782 | Closed |
|
|
AAS
7
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$25.9K | -346 | Closed |
|
CDEI Hedge Fund Activity: Q3 2025 in Review
5 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) for Q3 2025, worth a combined $7.72M — down 48% from $15M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of CDEI and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 1 added.
The largest buyer was Principal Securities, opening a new position worth an estimated $62.5K. The largest seller was Morgan Stanley, cutting an estimated $7.48M.
- 5 institutional investors held Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) as of Q3 2025, down from 6 in Q2 2025.
- Funds reported $7.72M of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF stock for Q3 2025, down 48% quarter-over-quarter.
- 1 fund opened new Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF positions in Q3 2025 and 2 closed out, a net change of -1 holder.
- The largest Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF buyer in Q3 2025 was Principal Securities, an estimated $62.5K added.
- The largest Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF seller in Q3 2025 was Morgan Stanley, an estimated $7.48M sold.
Based on aggregated 13F filings for Q3 2025.