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Calvert International Responsible Index ETF
CVIE

Overview Fund Activity

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.

Holders
32
Holders Change
+8
Holders Change %
+33.33%
% of All Funds
0.43%
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
–

Top Buyers

1
LAMNM
1
Longview Asset Management (New Mexico)
New Mexico
$4.19M
2
FTUS
2
Flow Traders U.S.
New York
$3.89M
3
AIM
3
Archer Investment Management
Texas
$2.9M
4
Raymond James Financial
4
Raymond James Financial
Florida
$1.5M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$37.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$841K
2
Jane Street
2
Jane Street
New York
$1.37M
3
DJSG
3
D.J. St. Germain
Massachusetts
$3.38M
4
EWA
4
EP Wealth Advisors
California
$2.9M
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$37.3M 676,055 +25,326 +4%
OBWP
2
O'Brien Wealth Partners
Massachusetts
$7.15M 129,625 +4,346 +3%
LAMNM
3
Longview Asset Management (New Mexico)
New Mexico
$4.19M 76,024 +76,024 New
FTUS
4
Flow Traders U.S.
New York
$3.89M 70,565 +70,565 New
DJSG
5
D.J. St. Germain
Massachusetts
$3.38M 61,345 -27,147 -31%
AIM
6
Archer Investment Management
Texas
$2.9M 52,572 +52,572 New
EWA
7
EP Wealth Advisors
California
$2.9M 52,507 -26,778 -34%
Ameriprise
8
Ameriprise
Minnesota
$2.31M 41,914 +183 +0.4%
SA
9
Sanctuary Advisors
Indiana
$1.51M 25,885 – –
Raymond James Financial
10
Raymond James Financial
Florida
$1.5M 27,246 +27,246 New
Jane Street
11
Jane Street
New York
$1.37M 24,749 -127,715 -84%
KWA
12
Kondo Wealth Advisors
California
$1.2M 21,660 +21,660 New
AIFS
13
A&I Financial Services
Colorado
$1.03M 18,595 +18,595 New
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$970K 17,579 +17,579 New
Creative Planning
15
Creative Planning
Kansas
$856K 15,512 +15,512 New
Morgan Stanley
16
Morgan Stanley
New York
$841K 15,241 -129,717 -89%
WFS
17
WealthGarden F.S.
California
$841K 15,240 +3,272 +27%
Financial Engines Advisors
18
Financial Engines Advisors
California
$485K 8,789 +704 +9%
Mariner
19
Mariner
Kansas
$350K 6,337 +6,337 New
NI
20
Natural Investments
California
$273K 4,958 +4,958 New
PSCM
21
Per Stirling Capital Management
Texas
$265K 4,808 +24 +0.5%
RIM
22
RW Investment Management
Idaho
$265K 4,796 -816 -15%
SFP
23
Sandbox Financial Partners
Maryland
$223K 4,049 +402 +11%
IIC
24
Ironwood Investment Counsel
Arizona
$221K 4,000 – –
PSA
25
Plum Street Advisors
Louisiana
$209K 3,790 +3,790 New
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