Calvert International Responsible Index ETF
CVIE
32 hedge funds and large institutions have $77M invested in Calvert International Responsible Index ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
33% more funds holding
Funds holding: 24 → 32 (+8)
3.11% more ownership
Funds ownership: 70.3% → 73.41% (+3.1%)
8% less capital invested
Capital invested by funds: $84.1M → $77M (-$7.06M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$4.05M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.45M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.01M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$891K |
| 5 |
Mariner
Overland Park,
Kansas
|
+$364K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$7.45M |
| 2 |
Jane Street
New York
|
-$7.34M |
| 3 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
-$1.56M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$1.54M |
| 5 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$737K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
26
Harbour Investments
Madison,
Wisconsin
| $186K | +$62.8K | +1,094 | +48% |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $179K | +$977 | +17 | +0.5% |
|
|
EWM
28
Evermay Wealth Management
Arlington,
Virginia
| $73.9K | – | – | – |
|
|
TFM
29
TFC Financial Management
Boston,
Massachusetts
| $72.4K | +$39.1K | +680 | +107% |
|
|
OC
30
Oarsman Capital
Milwaukee,
Wisconsin
| $50.3K | +$5.29K | +92 | +11% |
|
|
SO
31
Sierra Ocean
Ripon,
California
| $40.3K | +$41.9K | +730 | New |
|
|
GWM
32
Geneos Wealth Management
Englewood,
Colorado
| $5.13K | +$5.34K | +93 | New |
|
|
CSPIA
33
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$737K | -12,300 | Closed |
|
34
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$655K | -11,909 | Closed |
|
35
Fidelity Investments
Boston,
Massachusetts
| – | -$60 | -1 | Closed |
|
CVIE Hedge Fund Activity: Q4 2024 in Review
32 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Calvert International Responsible Index ETF (CVIE) for Q4 2024, worth a combined $77M — down 8.4% from $84.1M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new CVIE positions and 3 closed out — a net gain of 10 holders — while 11 added to existing stakes and 5 trimmed.
The largest buyer was Flow Traders U.S., opening a new position worth an estimated $4.05M. The largest seller was Morgan Stanley, cutting an estimated $7.45M.
- 32 institutional investors held Calvert International Responsible Index ETF (CVIE) as of Q4 2024, up from 24 in Q3 2024.
- Funds reported $77M of Calvert International Responsible Index ETF stock for Q4 2024, down 8.4% quarter-over-quarter.
- 13 funds opened new Calvert International Responsible Index ETF positions in Q4 2024 and 3 closed out, a net change of +10 holders.
- The largest Calvert International Responsible Index ETF buyer in Q4 2024 was Flow Traders U.S., an estimated $4.05M added.
- The largest Calvert International Responsible Index ETF seller in Q4 2024 was Morgan Stanley, an estimated $7.45M sold.
Based on aggregated 13F filings for Q4 2024.