We are live on ! Find out more
CVIE icon

Calvert International Responsible Index ETF

32 hedge funds and large institutions have $77M invested in Calvert International Responsible Index ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

33% more funds holding

Funds holding: 2432 (+8)

3.11% more ownership

Funds ownership: 70.3%73.41% (+3.1%)

8% less capital invested

Capital invested by funds: $84.1M → $77M (-$7.06M)

Holders
32
Holders Change
+8
Holders Change %
+33.33%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
11
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$37.3M +$1.45M +25,326 +4%
OBWP
2
O'Brien Wealth Partners
Massachusetts
$7.15M +$250K +4,346 +3%
LAMNM
3
Longview Asset Management (New Mexico)
New Mexico
$4.19M +$4.37M +76,024 New
FTUS
4
Flow Traders U.S.
New York
$3.89M +$4.05M +70,565 New
DJSG
5
D.J. St. Germain
Massachusetts
$3.38M -$1.56M -27,147 -31%
AIM
6
Archer Investment Management
Texas
$2.9M +$3.02M +52,572 New
EWA
7
EP Wealth Advisors
California
$2.9M -$1.54M -26,778 -34%
Ameriprise
8
Ameriprise
Minnesota
$2.31M +$10.5K +183 +0.4%
SA
9
Sanctuary Advisors
Indiana
$1.51M
Raymond James Financial
10
Raymond James Financial
Florida
$1.5M +$1.57M +27,246 New
Jane Street
11
Jane Street
New York
$1.37M -$7.34M -127,715 -84%
KWA
12
Kondo Wealth Advisors
California
$1.2M +$1.24M +21,660 New
AIFS
13
A&I Financial Services
Colorado
$1.03M +$1.07M +18,595 New
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$970K +$1.01M +17,579 New
Creative Planning
15
Creative Planning
Kansas
$856K +$891K +15,512 New
Morgan Stanley
16
Morgan Stanley
New York
$841K -$7.45M -129,717 -89%
WFS
17
WealthGarden F.S.
California
$841K +$188K +3,272 +27%
Financial Engines Advisors
18
Financial Engines Advisors
California
$485K +$40.4K +704 +9%
Mariner
19
Mariner
Kansas
$350K +$364K +6,337 New
NI
20
Natural Investments
California
$273K +$285K +4,958 New
PSCM
21
Per Stirling Capital Management
Texas
$265K +$1.38K +24 +0.5%
RIM
22
RW Investment Management
Idaho
$265K -$46.9K -816 -15%
SFP
23
Sandbox Financial Partners
Maryland
$223K +$23.1K +402 +11%
IIC
24
Ironwood Investment Counsel
Arizona
$221K
PSA
25
Plum Street Advisors
Louisiana
$209K +$218K +3,790 New

CVIE Hedge Fund Activity: Q4 2024 in Review

32 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Calvert International Responsible Index ETF (CVIE) for Q4 2024, worth a combined $77M — down 8.4% from $84.1M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CVIE positions and 3 closed out — a net gain of 10 holders — while 11 added to existing stakes and 5 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $4.05M. The largest seller was Morgan Stanley, cutting an estimated $7.45M.

  • 32 institutional investors held Calvert International Responsible Index ETF (CVIE) as of Q4 2024, up from 24 in Q3 2024.
  • Funds reported $77M of Calvert International Responsible Index ETF stock for Q4 2024, down 8.4% quarter-over-quarter.
  • 13 funds opened new Calvert International Responsible Index ETF positions in Q4 2024 and 3 closed out, a net change of +10 holders.
  • The largest Calvert International Responsible Index ETF buyer in Q4 2024 was Flow Traders U.S., an estimated $4.05M added.
  • The largest Calvert International Responsible Index ETF seller in Q4 2024 was Morgan Stanley, an estimated $7.45M sold.

Based on aggregated 13F filings for Q4 2024.