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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
9.32% less ownership
Funds ownership: 66.72% → 57.4% (-9.3%)
Holders
6
Holding in Top 10
–
Calls
–
Puts
–
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Morgan Stanley
New York
| $14.2M |
|
|||
|
NI
2
Natural Investments
Windsor,
California
| $432K |
|
|||
|
DI
3
DAGCO Inc
Westlake,
Ohio
| $149K |
|
|||
4
Osaic Holdings
Scottsdale,
Arizona
| $110K |
|
|||
|
RDFA
5
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $94.3K |
|
|||
|
AAS
6
Ameritas Advisory Services
Lincoln,
Nebraska
| $25.9K |
|
|||
7
Fidelity Investments
Boston,
Massachusetts
| – |
|