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Calvert International Responsible Index ETF

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.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

41% more funds holding

Funds holding: 1724 (+7)

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

17% more capital invested

Capital invested by funds: $72M → $84.1M (+$12.1M)

0.66% less ownership

Funds ownership: 70.97%70.3% (-0.66%)

Holders
24
Holders Change
+7
Holders Change %
+41.18%
% of All Funds
0.34%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$39M +$3.3M +57,041 +10%
Jane Street
2
Jane Street
New York
$9.13M +$7.37M +127,251 +505%
Morgan Stanley
3
Morgan Stanley
New York
$8.68M -$4.93M -85,144 -37%
OBWP
4
O'Brien Wealth Partners
Massachusetts
$7.51M +$226K +3,909 +3%
DJSG
5
D.J. St. Germain
Massachusetts
$5.3M -$6.66K -115 -0.1%
EWA
6
EP Wealth Advisors
California
$4.75M -$809K -13,979 -15%
Ameriprise
7
Ameriprise
Minnesota
$2.5M +$2.42M +41,731 New
SA
8
Sanctuary Advisors
Indiana
$1.47M +$1.5M +25,885 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.27M +$88.2K +1,523 +8%
CSPIA
10
Cary Street Partners Investment Advisory
Virginia
$737K +$712K +12,300 New
WFS
11
WealthGarden F.S.
California
$717K +$113K +1,950 +19%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$655K +$690K +11,909 New
Financial Engines Advisors
13
Financial Engines Advisors
California
$484K -$29.8K -515 -6%
RIM
14
RW Investment Management
Idaho
$336K +$325K +5,612 New
RJA
15
Raymond James & Associates
Florida
$329K
PSCM
16
Per Stirling Capital Management
Texas
$287K -$69.4K -1,199 -20%
IIC
17
Ironwood Investment Counsel
Arizona
$240K
SFP
18
Sandbox Financial Partners
Maryland
$218K +$211K +3,647 New
Osaic Holdings
19
Osaic Holdings
Arizona
$193K +$43.8K +757 +31%
HI
20
Harbour Investments
Wisconsin
$137K +$45.9K +792 +53%
EWM
21
Evermay Wealth Management
Virginia
$80.3K +$77.6K +1,340 New
OC
22
Oarsman Capital
Wisconsin
$49.1K +$47.5K +820 New
TFM
23
TFC Financial Management
Massachusetts
$37.9K
Fidelity Investments
24
Fidelity Investments
Massachusetts
$60 +$58 +1 New
FTUS
25
Flow Traders U.S.
New York
-$3.13M -55,504 Closed

CVIE Hedge Fund Activity: Q3 2024 in Review

24 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Calvert International Responsible Index ETF (CVIE) for Q3 2024, worth a combined $84.1M — up 17% from $72M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CVIE positions and 2 closed out — a net gain of 7 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Jane Street, adding an estimated $7.37M. The largest seller was Morgan Stanley, cutting an estimated $4.93M.

  • 24 institutional investors held Calvert International Responsible Index ETF (CVIE) as of Q3 2024, up from 17 in Q2 2024.
  • Funds reported $84.1M of Calvert International Responsible Index ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 9 funds opened new Calvert International Responsible Index ETF positions in Q3 2024 and 2 closed out, a net change of +7 holders.
  • The largest Calvert International Responsible Index ETF buyer in Q3 2024 was Jane Street, an estimated $7.37M added.
  • The largest Calvert International Responsible Index ETF seller in Q3 2024 was Morgan Stanley, an estimated $4.93M sold.

Based on aggregated 13F filings for Q3 2024.