Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
CDEI
6 hedge funds and large institutions have $4.24M invested in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 3 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)
6.81% less ownership
Funds ownership: 32.47% → 25.66% (-6.8%)
45% less capital invested
Capital invested by funds: $7.72M → $4.24M (-$3.47M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Natural Investments
Windsor,
California
|
+$446K |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$81 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.11M |
| 2 |
PS
Principal Securities
Des Moines,
Iowa
|
-$64.6K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$20.2K |
| 4 |
DI
DAGCO Inc
Westlake,
Ohio
|
-$489 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $3.48M | -$4.11M | -50,500 | -55% |
|
|
NI
2
Natural Investments
Windsor,
California
| $452K | +$446K | +5,473 | New |
|
|
DI
3
DAGCO Inc
Westlake,
Ohio
| $164K | -$489 | -6 | -0.3% |
|
|
RDFA
4
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $101K | – | – | – |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $45.7K | -$20.2K | -248 | -31% |
|
|
6
Fidelity Investments
Boston,
Massachusetts
| $83 | +$81 | +1 | New |
|
|
PS
7
Principal Securities
Des Moines,
Iowa
| – | -$64.6K | -815 | Closed |
|
CDEI Hedge Fund Activity: Q4 2025 in Review
6 of the 8,250 institutional investors tracked by Wall St. Rank reported a position in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) for Q4 2025, worth a combined $4.24M — down 45% from $7.72M 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 3 trimmed.
The largest buyer was Natural Investments, opening a new position worth an estimated $446K. The largest seller was Morgan Stanley, cutting an estimated $4.11M.
- 6 institutional investors held Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) as of Q4 2025, up from 5 in Q3 2025.
- Funds reported $4.24M of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF stock for Q4 2025, down 45% quarter-over-quarter.
- 2 funds opened new Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF positions in Q4 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 Q4 2025 was Natural Investments, an estimated $446K added.
- The largest Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF seller in Q4 2025 was Morgan Stanley, an estimated $4.11M sold.
Based on aggregated 13F filings for Q4 2025.