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Calvert International Responsible Index ETF

37 hedge funds and large institutions have $108M invested in Calvert International Responsible Index ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more capital invested

Capital invested by funds: $77M → $108M (+$30.9M)

16% more funds holding

Funds holding: 3237 (+5)

7.51% more ownership

Funds ownership: 73.41%80.92% (+7.5%)

Holders
37
Holders Change
+5
Holders Change %
+15.63%
% of All Funds
0.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
18
Reduced
8
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
$39.3M +$128K +2,200 +0.3%
Ameriprise
2
Ameriprise
Minnesota
$15M +$12.6M +216,535 +517%
WIA
3
World Investment Advisors
California
$9.7M +$9.75M +167,589 New
OBWP
4
O'Brien Wealth Partners
Massachusetts
$7.39M -$116K -1,995 -2%
RF
5
Rossby Financial
Florida
$5.59M +$5.44M +93,546 New
LAMNM
6
Longview Asset Management (New Mexico)
New Mexico
$4.96M +$565K +9,702 +13%
DJSG
7
D.J. St. Germain
Massachusetts
$3.91M +$362K +6,220 +10%
Jane Street
8
Jane Street
New York
$2.86M +$1.44M +24,723 +100%
EWA
9
EP Wealth Advisors
California
$2.77M -$270K -4,638 -9%
AIM
10
Archer Investment Management
Texas
$2.72M -$329K -5,648 -11%
Raymond James Financial
11
Raymond James Financial
Florida
$1.7M +$126K +2,164 +8%
Morgan Stanley
12
Morgan Stanley
New York
$1.51M +$632K +10,853 +71%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$1.32M +$304K +5,223 +30%
AIFS
14
A&I Financial Services
Colorado
$1.18M +$100K +1,718 +9%
KWA
15
Kondo Wealth Advisors
California
$1.05M -$206K -3,546 -16%
Creative Planning
16
Creative Planning
Kansas
$972K +$74.1K +1,274 +8%
WFS
17
WealthGarden F.S.
California
$882K -$582 -10 -0.1%
Osaic Holdings
18
Osaic Holdings
Arizona
$652K +$467K +8,029 +248%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$612K +$615K +10,570 New
Financial Engines Advisors
20
Financial Engines Advisors
California
$499K -$9.72K -167 -2%
Mariner
21
Mariner
Kansas
$495K +$129K +2,219 +35%
Goldman Sachs
22
Goldman Sachs
New York
$445K +$447K +7,689 New
SFP
23
Sandbox Financial Partners
Maryland
$329K +$95K +1,633 +40%
PSA
24
Plum Street Advisors
Louisiana
$319K +$100K +1,718 +45%
PSCM
25
Per Stirling Capital Management
Texas
$279K +$524 +9 +0.2%

CVIE Hedge Fund Activity: Q1 2025 in Review

37 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Calvert International Responsible Index ETF (CVIE) for Q1 2025, worth a combined $108M — up 40% from $77M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CVIE positions and 3 closed out — a net gain of 5 holders — while 18 added to existing stakes and 8 trimmed.

The largest buyer was Ameriprise, adding an estimated $12.6M. The largest seller was Flow Traders U.S., cutting an estimated $3.83M.

  • 37 institutional investors held Calvert International Responsible Index ETF (CVIE) as of Q1 2025, up from 32 in Q4 2024.
  • Funds reported $108M of Calvert International Responsible Index ETF stock for Q1 2025, up 40% quarter-over-quarter.
  • 8 funds opened new Calvert International Responsible Index ETF positions in Q1 2025 and 3 closed out, a net change of +5 holders.
  • The largest Calvert International Responsible Index ETF buyer in Q1 2025 was Ameriprise, an estimated $12.6M added.
  • The largest Calvert International Responsible Index ETF seller in Q1 2025 was Flow Traders U.S., an estimated $3.83M sold.

Based on aggregated 13F filings for Q1 2025.