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Calvert International Responsible Index ETF

60 hedge funds and large institutions have $241M invested in Calvert International Responsible Index ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

190% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 10

23% more capital invested

Capital invested by funds: $197M → $241M (+$44.3M)

18% more funds holding

Funds holding: 5160 (+9)

1.91% more ownership

Funds ownership: 84.84%86.75% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
60
Holders Change
+9
Holders Change %
+17.65%
% of All Funds
0.73%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
29
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$53.9M +$1.88M +26,947 +4%
WANY
2
Wealthspire Advisors (New York)
New York
$31.8M +$2.82M +40,287 +10%
Ameriprise
3
Ameriprise
Minnesota
$26.3M +$8.33M +119,118 +48%
RF
4
Rossby Financial
Florida
$22.1M +$1.63M +23,296 +8%
WIA
5
World Investment Advisors
California
$16.8M -$264K -3,775 -2%
LAMNM
6
Longview Asset Management (New Mexico)
New Mexico
$9.61M +$300K +4,286 +3%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$8.53M -$91.2K -1,305 -1%
OBWP
8
O'Brien Wealth Partners
Massachusetts
$8.53M -$91.2K -1,305 -1%
DJSG
9
D.J. St. Germain
Massachusetts
$7.41M +$1.18M +16,941 +19%
MOS
10
MGO One Seven
Ohio
$4.58M +$4.49M +64,266 New
Jane Street
11
Jane Street
New York
$4.42M +$4.34M +62,011 New
GWP
12
Gateway Wealth Partners
Wisconsin
$4.17M +$105K +1,508 +3%
Raymond James Financial
13
Raymond James Financial
Florida
$3.23M +$488K +6,975 +18%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$3.15M +$734K +10,501 +31%
NBWM
15
North Berkeley Wealth Management
California
$2.95M +$2.89M +41,365 New
EWA
16
EP Wealth Advisors
California
$2.58M +$2.53M +36,117 New
AIM
17
Archer Investment Management
Texas
$2.52M -$647K -9,250 -21%
MWM
18
Modern Wealth Management
Kansas
$2.47M +$198K +2,833 +9%
FI
19
Financial Insights
Washington
$2.28M +$212K +3,030 +10%
EPW
20
Evolve Private Wealth
California
$1.83M +$1.79M +25,634 New
Morgan Stanley
21
Morgan Stanley
New York
$1.68M +$139K +1,982 +9%
WFS
22
WealthGarden F.S.
California
$1.53M +$155K +2,210 +12%
AIFS
23
A&I Financial Services
Colorado
$1.53M +$36.1K +516 +2%
BCI
24
Brinker Capital Investments
Pennsylvania
$1.47M +$898K +12,837 +165%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.23M -$40.7K -582 -3%