Calvert International Responsible Index ETF
CVIE
9 hedge funds and large institutions have $65.2M invested in Calvert International Responsible Index ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 0 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
49% more capital invested
Capital invested by funds: $43.7M → $65.2M (+$21.5M)
29% more funds holding
Funds holding: 7 → 9 (+2)
11.28% more ownership
Funds ownership: 75.27% → 86.54% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$11.5M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$3.15M |
| 3 |
OBWP
O'Brien Wealth Partners
Waltham,
Massachusetts
|
+$605K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$604K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$554K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $24.7M | +$11.5M | +230,000 | +100% |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $24.5M | +$554K | +11,118 | +3% |
|
|
OBWP
3
O'Brien Wealth Partners
Waltham,
Massachusetts
| $6.35M | +$605K | +12,133 | +11% |
|
|
FTUS
4
Flow Traders U.S.
New York
| $4.13M | +$3.15M | +63,212 | +468% |
|
5
Jane Street
New York
| $2.9M | +$192K | +3,849 | +8% |
|
|
6
Citadel Advisors
Miami,
Florida
| $1.38M | -$1.4M | -28,056 | -52% |
|
|
7
Bank of Montreal
Toronto,
Ontario, Canada
| $655K | +$604K | +12,122 | New |
|
8
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $299K | +$1.25K | +25 | +0.5% |
|
|
IIC
9
Ironwood Investment Counsel
Scottsdale,
Arizona
| $215K | +$199K | +4,000 | New |
|
CVIE Hedge Fund Activity: Q4 2023 in Review
9 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Calvert International Responsible Index ETF (CVIE) for Q4 2023, worth a combined $65.2M — up 49% from $43.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CVIE positions and 0 closed out — a net gain of 2 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $11.5M. The largest seller was Citadel Advisors, cutting an estimated $1.4M.
- 9 institutional investors held Calvert International Responsible Index ETF (CVIE) as of Q4 2023, up from 7 in Q3 2023.
- Funds reported $65.2M of Calvert International Responsible Index ETF stock for Q4 2023, up 49% quarter-over-quarter.
- 2 funds opened new Calvert International Responsible Index ETF positions in Q4 2023 and 0 closed out, a net change of +2 holders.
- The largest Calvert International Responsible Index ETF buyer in Q4 2023 was Morgan Stanley, an estimated $11.5M added.
- The largest Calvert International Responsible Index ETF seller in Q4 2023 was Citadel Advisors, an estimated $1.4M sold.
Based on aggregated 13F filings for Q4 2023.