We are live on ! Find out more
CVIE icon

Calvert International Responsible Index ETF

60 hedge funds and large institutions have $241M invested in Calvert International Responsible Index ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

190% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 10

23% more capital invested

Capital invested by funds: $197M → $241M (+$44.3M)

18% more funds holding

Funds holding: 5160 (+9)

1.91% more ownership

Funds ownership: 84.84%86.75% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
60
Holders Change
+9
Holders Change %
+17.65%
% of All Funds
0.73%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
29
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$1.13M +$63.5K +908 +6%
Creative Planning
27
Creative Planning
Kansas
$1.06M -$136K -1,941 -12%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$1.05M +$731K +10,460 +246%
PSA
29
Plum Street Advisors
Louisiana
$1.03M +$464K +6,630 +85%
Osaic Holdings
30
Osaic Holdings
Arizona
$988K +$8.88K +127 +0.9%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$917K +$106K +1,513 +13%
HI
32
Harbour Investments
Wisconsin
$807K +$58K +829 +8%
KWA
33
Kondo Wealth Advisors
California
$731K -$254K -3,640 -26%
Citadel Advisors
34
Citadel Advisors
Florida
$725K +$711K +10,171 New
Financial Engines Advisors
35
Financial Engines Advisors
California
$710K +$36.6K +523 +6%
Mariner
36
Mariner
Kansas
$645K +$44.8K +641 +8%
SFP
37
Sandbox Financial Partners
Maryland
$631K +$26.1K +373 +4%
PSCM
38
Per Stirling Capital Management
Texas
$544K +$189K +2,707 +55%
GS
39
GTS Securities
New York
$332K +$326K +4,656 New
GWM
40
Geneos Wealth Management
Colorado
$286K +$839 +12 +0.3%
IIC
41
Ironwood Investment Counsel
Arizona
$285K
PI
42
PFG Investments
New York
$273K +$268K +3,830 New
NI
43
Natural Investments
California
$272K -$1.77M -25,352 -87%
MA
44
Mutual Advisors
Nebraska
$270K +$265K +3,788 New
SFS
45
Sunrise Financial Services
Washington
$265K +$259K +3,710 New
LCC
46
Lincoln Capital Corp
Rhode Island
$250K
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$237K +$9.23K +132 +4%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$219K +$215K +3,068 New
CWM
49
Collaborative Wealth Management
Florida
$213K -$419 -6 -0.2%
FPAS
50
Focus Partners Advisor Solutions
Missouri
$209K -$82.8K -1,184 -29%