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Calvert US Large-Cap Core Responsible Index ETF

58 hedge funds and large institutions have $496M invested in Calvert US Large-Cap Core Responsible Index ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
KWA
26
Kondo Wealth Advisors
California
$1.38M
BCI
27
Brinker Capital Investments
Pennsylvania
$1.09M
KAS
28
Kestra Advisory Services
Texas
$1,000K
Osaic Holdings
29
Osaic Holdings
Arizona
$805K
Mariner
30
Mariner
Kansas
$804K
HI
31
Harbour Investments
Wisconsin
$744K
FPF
32
First Pacific Financial
Washington
$726K
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$673K
VBFP
34
Valtinson Bruner Financial Planning
Minnesota
$672K
FPAS
35
Focus Partners Advisor Solutions
Missouri
$563K
RZH
36
Relyea Zuckerberg Hanson
Connecticut
$548K
PSCM
37
Per Stirling Capital Management
Texas
$514K
JP Morgan Chase
38
JP Morgan Chase
New York
$451K
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$436K
HWA
40
Heritage Wealth Advisors
Virginia
$399K
JSW
41
Journey Strategic Wealth
New Jersey
$384K
GAM
42
Gemmer Asset Management
California
$366K
Bank of America
43
Bank of America
North Carolina
$342K
AWA
44
Aaron Wealth Advisors
Illinois
$288K
CWM
45
Collaborative Wealth Management
Florida
$285K
JWCA
46
J.W. Cole Advisors
Florida
$244K
TFM
47
TFC Financial Management
Massachusetts
$235K
Morgan Stanley
48
Morgan Stanley
New York
$224K
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$224K
BAM
50
Belpointe Asset Management
Nevada
$218K