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Calvert International Responsible Index ETF

43 hedge funds and large institutions have $154M invested in Calvert International Responsible Index ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

188% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 8

43% more capital invested

Capital invested by funds: $108M → $154M (+$45.9M)

16% more funds holding

Funds holding: 3743 (+6)

3.47% more ownership

Funds ownership: 80.92%84.39% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
43
Holders Change
+6
Holders Change %
+16.22%
% of All Funds
0.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
23
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$45.9M +$1.62M +26,484 +4%
Ameriprise
2
Ameriprise
Minnesota
$16.8M +$17.2K +281 +0.1%
RF
3
Rossby Financial
Florida
$16.5M +$9.81M +160,279 +171%
WIA
4
World Investment Advisors
California
$16.2M +$4.98M +81,288 +49%
OBWP
5
O'Brien Wealth Partners
Massachusetts
$8.31M +$4.29K +70 +0.1%
LAMNM
6
Longview Asset Management (New Mexico)
New Mexico
$7.15M +$1.48M +24,119 +28%
Jane Street
7
Jane Street
New York
$5.81M +$2.43M +39,741 +80%
WANY
8
Wealthspire Advisors (New York)
New York
$4.68M +$4.4M +71,957 New
DJSG
9
D.J. St. Germain
Massachusetts
$4.66M +$244K +3,985 +6%
GWP
10
Gateway Wealth Partners
Wisconsin
$2.84M +$2.67M +43,605 New
AIM
11
Archer Investment Management
Texas
$2.68M -$351K -5,741 -12%
EWA
12
EP Wealth Advisors
California
$2.62M -$469K -7,663 -16%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$2M +$487K +7,960 +35%
MWM
14
Modern Wealth Management
Kansas
$1.97M +$1.85M +30,302 New
Raymond James Financial
15
Raymond James Financial
Florida
$1.91M -$4.22K -69 -0.2%
Morgan Stanley
16
Morgan Stanley
New York
$1.54M -$145K -2,368 -9%
AIFS
17
A&I Financial Services
Colorado
$1.37M +$42.1K +688 +3%
FI
18
Financial Insights
Washington
$1.23M +$1.16M +18,895 New
Creative Planning
19
Creative Planning
Kansas
$1.14M +$40K +653 +4%
WFS
20
WealthGarden F.S.
California
$1.12M +$147K +2,400 +16%
KWA
21
Kondo Wealth Advisors
California
$948K -$215K -3,505 -19%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$922K +$220K +3,600 +34%
Osaic Holdings
23
Osaic Holdings
Arizona
$599K -$126K -2,062 -18%
Financial Engines Advisors
24
Financial Engines Advisors
California
$572K +$9.86K +161 +2%
Mariner
25
Mariner
Kansas
$547K -$9K -147 -2%

CVIE Hedge Fund Activity: Q2 2025 in Review

43 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Calvert International Responsible Index ETF (CVIE) for Q2 2025, worth a combined $154M — up 43% from $108M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CVIE positions and 1 closed out — a net gain of 6 holders — while 23 added to existing stakes and 8 trimmed.

The largest buyer was Rossby Financial, adding an estimated $9.81M. The largest seller was EP Wealth Advisors, cutting an estimated $469K.

  • 43 institutional investors held Calvert International Responsible Index ETF (CVIE) as of Q2 2025, up from 37 in Q1 2025.
  • Funds reported $154M of Calvert International Responsible Index ETF stock for Q2 2025, up 43% quarter-over-quarter.
  • 7 funds opened new Calvert International Responsible Index ETF positions in Q2 2025 and 1 closed out, a net change of +6 holders.
  • The largest Calvert International Responsible Index ETF buyer in Q2 2025 was Rossby Financial, an estimated $9.81M added.
  • The largest Calvert International Responsible Index ETF seller in Q2 2025 was EP Wealth Advisors, an estimated $469K sold.

Based on aggregated 13F filings for Q2 2025.