Calvert International Responsible Index ETF
CVIE
10 hedge funds and large institutions have $64.5M invested in Calvert International Responsible Index ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
11% more funds holding
Funds holding: 9 → 10 (+1)
1% less capital invested
Capital invested by funds: $65.2M → $64.5M (-$648K)
15.74% less ownership
Funds ownership: 86.54% → 70.8% (-16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.97M |
| 2 |
Jane Street
New York
|
+$2.31M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$983K |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
+$456K |
| 5 |
OBWP
O'Brien Wealth Partners
Waltham,
Massachusetts
|
+$69.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$12.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.38M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$140K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $32.2M | +$5.97M | +109,157 | +24% |
|
|
2
Morgan Stanley
New York
| $13.1M | -$12.6M | -229,888 | -50% |
|
|
OBWP
3
O'Brien Wealth Partners
Waltham,
Massachusetts
| $6.8M | +$69.9K | +1,279 | +1% |
|
|
4
Jane Street
New York
| $5.47M | +$2.31M | +42,244 | +78% |
|
|
FTUS
5
Flow Traders U.S.
New York
| $4.39M | +$16.3K | +298 | +0.4% |
|
|
RJFSA
6
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $1.02M | +$983K | +17,986 | New |
|
|
7
Bank of Montreal
Toronto,
Ontario, Canada
| $545K | -$140K | -2,567 | -21% |
|
|
8
Financial Engines Advisors
Santa Clara,
California
| $475K | +$456K | +8,340 | New |
|
9
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $317K | +$601 | +11 | +0.2% |
|
|
IIC
10
Ironwood Investment Counsel
Scottsdale,
Arizona
| $228K | – | – | – |
|
|
11
Citadel Advisors
Miami,
Florida
| – | -$1.38M | -25,635 | Closed |
|
CVIE Hedge Fund Activity: Q1 2024 in Review
10 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Calvert International Responsible Index ETF (CVIE) for Q1 2024, worth a combined $64.5M — down 0.99% from $65.2M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CVIE positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $5.97M. The largest seller was Morgan Stanley, cutting an estimated $12.6M.
- 10 institutional investors held Calvert International Responsible Index ETF (CVIE) as of Q1 2024, up from 9 in Q4 2023.
- Funds reported $64.5M of Calvert International Responsible Index ETF stock for Q1 2024, down 0.99% quarter-over-quarter.
- 2 funds opened new Calvert International Responsible Index ETF positions in Q1 2024 and 1 closed out, a net change of +1 holder.
- The largest Calvert International Responsible Index ETF buyer in Q1 2024 was Commonwealth Equity Services, an estimated $5.97M added.
- The largest Calvert International Responsible Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $12.6M sold.
Based on aggregated 13F filings for Q1 2024.