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Calvert US Large-Cap Core Responsible Index ETF

50 hedge funds and large institutions have $386M invested in Calvert US Large-Cap Core Responsible Index ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
50
Holders Change
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
24
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIF
1
State Insurance Fund
New York
$206M 2,697,658
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$40.9M 534,710 +4,812 +0.9%
Ameriprise
3
Ameriprise
Minnesota
$25.7M 335,705 -1,111 -0.3%
OBWP
4
O'Brien Wealth Partners
Massachusetts
$21.5M 281,546 +4,136 +1%
WANY
5
Wealthspire Advisors (New York)
New York
$15.1M 197,213 +197,213 New
OAJ
6
Ogorek Anthony Joseph
New York
$14.7M 192,331 -85,833 -31%
RF
7
Rossby Financial
Florida
$11.1M 145,608 +10,240 +8%
Raymond James Financial
8
Raymond James Financial
Florida
$6.48M 84,701 -23,807 -22%
LAMNM
9
Longview Asset Management (New Mexico)
New Mexico
$5.51M 72,041 +30,662 +74%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$3.72M 48,578 +48,441 +35,358%
Creative Planning
11
Creative Planning
Kansas
$3.13M 40,880
SFP
12
Sandbox Financial Partners
Maryland
$3M 39,242 -390 -1%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$2.81M 36,715 +28,370 +340%
RP
14
Riverwater Partners
Wisconsin
$2.3M 30,038 +14,477 +93%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$2.1M 27,432 +264 +1%
TAM
16
Trillium Asset Management
Massachusetts
$1.9M 24,808 +1,559 +7%
FC
17
Fulcrum Capital
Washington
$1.9M 24,792 +2,244 +10%
MWM
18
Modern Wealth Management
Kansas
$1.65M 21,526 +21,526 New
RIM
19
RW Investment Management
Idaho
$1.59M 20,791 +96 +0.5%
SA
20
Skyline Advisors
Washington
$1.47M 19,219 +1,275 +7%
KWA
21
Kondo Wealth Advisors
California
$1.41M 18,439 -6,222 -25%
BCI
22
Brinker Capital Investments
Pennsylvania
$1.02M 13,322 -2,203 -14%
PFA
23
Pathway Financial Advisors
Vermont
$917K 11,984
Mariner
24
Mariner
Kansas
$752K 9,825 -34 -0.3%
VBFP
25
Valtinson Bruner Financial Planning
Minnesota
$628K 8,211 +8,211 New