Calvert International Responsible Index ETF
CVIE
7 hedge funds and large institutions have $34M invested in Calvert International Responsible Index ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
53% more capital invested
Capital invested by funds: $22.2M → $34M (+$11.8M)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
17% more funds holding
Funds holding: 6 → 7 (+1)
10.46% less ownership
Funds ownership: 92.97% → 82.51% (-10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$13.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$817K |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$254K |
| 4 |
IIC
Ironwood Investment Counsel
Scottsdale,
Arizona
|
+$204K |
| 5 |
OBWP
O'Brien Wealth Partners
Waltham,
Massachusetts
|
+$184K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.1M |
| 2 |
Jane Street
New York
|
-$7.9K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$100 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $14.8M | +$13.6M | +266,795 | +1,351% |
|
|
2
Morgan Stanley
New York
| $11.8M | -$5.1M | -100,000 | -30% |
|
|
OBWP
3
O'Brien Wealth Partners
Waltham,
Massachusetts
| $4.92M | +$184K | +3,611 | +4% |
|
|
4
Citadel Advisors
Miami,
Florida
| $1.32M | +$817K | +16,023 | +166% |
|
|
5
Jane Street
New York
| $691K | -$7.9K | -155 | -1% |
|
|
6
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $253K | +$254K | +4,976 | New |
|
|
IIC
7
Ironwood Investment Counsel
Scottsdale,
Arizona
| $206K | +$204K | +4,000 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$100 | -2 | Closed |
|
CVIE Hedge Fund Activity: Q2 2023 in Review
7 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Calvert International Responsible Index ETF (CVIE) for Q2 2023, worth a combined $34M — up 53% from $22.2M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CVIE positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $13.6M. The largest seller was Morgan Stanley, cutting an estimated $5.1M.
- 7 institutional investors held Calvert International Responsible Index ETF (CVIE) as of Q2 2023, up from 6 in Q1 2023.
- Funds reported $34M of Calvert International Responsible Index ETF stock for Q2 2023, up 53% quarter-over-quarter.
- 2 funds opened new Calvert International Responsible Index ETF positions in Q2 2023 and 1 closed out, a net change of +1 holder.
- The largest Calvert International Responsible Index ETF buyer in Q2 2023 was Commonwealth Equity Services, an estimated $13.6M added.
- The largest Calvert International Responsible Index ETF seller in Q2 2023 was Morgan Stanley, an estimated $5.1M sold.
Based on aggregated 13F filings for Q2 2023.