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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 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIF
1
State Insurance Fund
New York
$206M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$40.9M
Ameriprise
3
Ameriprise
Minnesota
$25.7M
OBWP
4
O'Brien Wealth Partners
Massachusetts
$21.5M
WANY
5
Wealthspire Advisors (New York)
New York
$15.1M
OAJ
6
Ogorek Anthony Joseph
New York
$14.7M
RF
7
Rossby Financial
Florida
$11.1M
Raymond James Financial
8
Raymond James Financial
Florida
$6.48M
LAMNM
9
Longview Asset Management (New Mexico)
New Mexico
$5.51M
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$3.72M
Creative Planning
11
Creative Planning
Kansas
$3.13M
SFP
12
Sandbox Financial Partners
Maryland
$3M
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$2.81M
RP
14
Riverwater Partners
Wisconsin
$2.3M
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$2.1M
TAM
16
Trillium Asset Management
Massachusetts
$1.9M
FC
17
Fulcrum Capital
Washington
$1.9M
MWM
18
Modern Wealth Management
Kansas
$1.65M
RIM
19
RW Investment Management
Idaho
$1.59M
SA
20
Skyline Advisors
Washington
$1.47M
KWA
21
Kondo Wealth Advisors
California
$1.41M
BCI
22
Brinker Capital Investments
Pennsylvania
$1.02M
PFA
23
Pathway Financial Advisors
Vermont
$917K
Mariner
24
Mariner
Kansas
$752K
VBFP
25
Valtinson Bruner Financial Planning
Minnesota
$628K