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Calvert International Responsible Index ETF
CVIE

Overview Fund Activity

24 hedge funds and large institutions have $84.1M invested in Calvert International Responsible Index ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
24
Holders Change
+7
Holders Change %
+41.18%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
7
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$9.13M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$39M
3
Ameriprise
3
Ameriprise
Minnesota
$2.5M
4
SA
4
Sanctuary Advisors
Indiana
$1.47M
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$737K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.68M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
EWA
3
EP Wealth Advisors
California
$4.75M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
PSCM
5
Per Stirling Capital Management
Texas
$287K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$39M 650,729 +57,041 +10%
Jane Street
2
Jane Street
New York
$9.13M 152,464 +127,251 +505%
Morgan Stanley
3
Morgan Stanley
New York
$8.68M 144,958 -85,144 -37%
OBWP
4
O'Brien Wealth Partners
Massachusetts
$7.51M 125,279 +3,909 +3%
DJSG
5
D.J. St. Germain
Massachusetts
$5.3M 88,492 -115 -0.1%
EWA
6
EP Wealth Advisors
California
$4.75M 79,285 -13,979 -15%
Ameriprise
7
Ameriprise
Minnesota
$2.5M 41,731 +41,731 New
SA
8
Sanctuary Advisors
Indiana
$1.47M 25,885 +25,885 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.27M 21,183 +1,523 +8%
CSPIA
10
Cary Street Partners Investment Advisory
Virginia
$737K 12,300 +12,300 New
WFS
11
WealthGarden F.S.
California
$717K 11,968 +1,950 +19%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$655K 11,909 +11,909 New
Financial Engines Advisors
13
Financial Engines Advisors
California
$484K 8,085 -515 -6%
RIM
14
RW Investment Management
Idaho
$336K 5,612 +5,612 New
RJA
15
Raymond James & Associates
Florida
$329K 5,487 – –
PSCM
16
Per Stirling Capital Management
Texas
$287K 4,784 -1,199 -20%
IIC
17
Ironwood Investment Counsel
Arizona
$240K 4,000 – –
SFP
18
Sandbox Financial Partners
Maryland
$218K 3,647 +3,647 New
Osaic Holdings
19
Osaic Holdings
Arizona
$193K 3,219 +757 +31%
HI
20
Harbour Investments
Wisconsin
$137K 2,282 +792 +53%
EWM
21
Evermay Wealth Management
Virginia
$80.3K 1,340 +1,340 New
OC
22
Oarsman Capital
Wisconsin
$49.1K 820 +820 New
TFM
23
TFC Financial Management
Massachusetts
$37.9K 633 – –
Fidelity Investments
24
Fidelity Investments
Massachusetts
$60 1 +1 New
FTUS
25
Flow Traders U.S.
New York
– – -55,504 Closed
1
2