Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
CDEI
8 hedge funds and large institutions have $3.83M invested in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
33% more funds holding
Funds holding: 6 → 8 (+2)
0.97% less ownership
Funds ownership: 25.66% → 24.69% (-0.97%)
10% less capital invested
Capital invested by funds: $4.24M → $3.83M (-$417K)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$2.74M |
| 2 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$230K |
| 3 |
SAM
Smartleaf Asset Management
Boston,
Massachusetts
|
+$136K |
| 4 |
RDFA
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
+$9.02K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.25M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$14.6K |
| 3 |
NI
Natural Investments
Windsor,
California
|
-$4.55K |
| 4 |
DI
DAGCO Inc
Westlake,
Ohio
|
-$813 |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$83 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $2.61M | +$2.74M | +33,694 | New |
|
|
NI
2
Natural Investments
Windsor,
California
| $420K | -$4.55K | -56 | -1% |
|
|
SA
3
Sanctuary Advisors
Indianapolis,
Indiana
| $220K | +$230K | +2,832 | New |
|
|
4
Morgan Stanley
New York
| $161K | -$3.25M | -40,000 | -95% |
|
|
DI
5
DAGCO Inc
Westlake,
Ohio
| $153K | -$813 | -10 | -0.5% |
|
|
SAM
6
Smartleaf Asset Management
Boston,
Massachusetts
| $126K | +$136K | +1,673 | New |
|
|
RDFA
7
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $104K | +$9.02K | +111 | +9% |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $29K | -$14.6K | -180 | -33% |
|
|
9
Fidelity Investments
Boston,
Massachusetts
| – | -$83 | -1 | Closed |
|
CDEI Hedge Fund Activity: Q1 2026 in Review
8 of the 8,167 institutional investors tracked by Wall St. Rank reported a position in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) for Q1 2026, worth a combined $3.83M — down 9.8% from $4.24M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CDEI positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.74M. The largest seller was Morgan Stanley, cutting an estimated $3.25M.
- 8 institutional investors held Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) as of Q1 2026, up from 6 in Q4 2025.
- Funds reported $3.83M of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF stock for Q1 2026, down 9.8% quarter-over-quarter.
- 3 funds opened new Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF positions in Q1 2026 and 1 closed out, a net change of +2 holders.
- The largest Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF buyer in Q1 2026 was Citadel Advisors, an estimated $2.74M added.
- The largest Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF seller in Q1 2026 was Morgan Stanley, an estimated $3.25M sold.
Based on aggregated 13F filings for Q1 2026.