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Calvert US Large-Cap Core Responsible Index ETF
CVLC

74 hedge funds and large institutions have $522M invested in Calvert US Large-Cap Core Responsible Index ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 18

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

1% more funds holding

Funds holding: 73 → 74 (+1)

5% less capital invested

Capital invested by funds: $548M → $522M (-$25.8M)

5.38% less ownership

Funds ownership: 80.74% → 75.36% (-5.4%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
0.91%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
9
Increased
36
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
+$10.5M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$5.69M
3
NBWM
North Berkeley Wealth Management
California
+$5.13M
4
SFP
Strategic Financial Planning
Texas
+$4.66M
5
RF
Rossby Financial
Florida
+$3.79M

Top Sellers

Rank Fund Capital Flow
1
LA
Legacy Advisors
Pennsylvania
-$9.74M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$5.28M
3
Ameriprise
Ameriprise
Minnesota
-$1.36M
4
SA
Skyline Advisors
Washington
-$1.2M
5
Citadel Advisors
Citadel Advisors
Florida
-$478K
Name Holding Trade Value Shares
Change 		Change in
Stake
FC
26
Fulcrum Capital
Washington
$2.19M +$182K +2,173 +9%
FPF
27
First Pacific Financial
Washington
$1.72M -$14.9K -178 -0.8%
JSW
28
Journey Strategic Wealth
New Jersey
$1.7M +$1.41M +16,783 +380%
Goldman Sachs
29
Goldman Sachs
New York
$1.66M +$546K +6,508 +46%
RIM
30
RW Investment Management
Idaho
$1.64M +$1.72M +20,540 New
KAS
31
Kestra Advisory Services
Texas
$1.64M +$61.5K +733 +4%
PFA
32
Pathway Financial Advisors
Vermont
$1.62M – – –
EPW
33
Evolve Private Wealth
California
$1.56M +$7.89K +94 +0.5%
SFP
34
Strategic Financial Planning
Texas
$1.31M +$4.66M +55,578 New
EF
35
Entrust Financial
Pennsylvania
$1.2M +$770K +9,178 +157%
BCI
36
Brinker Capital Investments
Pennsylvania
$1.11M -$41.6K -496 -3%
LNWTC
37
Laird Norton Wetherby Trust Company
Washington
$1.07M +$410K +4,890 +58%
HI
38
Harbour Investments
Wisconsin
$950K +$169K +2,010 +20%
Osaic Holdings
39
Osaic Holdings
Arizona
$805K +$46.2K +550 +6%
LCC
40
Lincoln Capital Corp
Rhode Island
$794K -$36K -429 -4%
PSCM
41
Per Stirling Capital Management
Texas
$780K +$26.4K +314 +3%
Mariner
42
Mariner
Kansas
$772K -$80.7K -962 -9%
KWA
43
Kondo Wealth Advisors
California
$644K -$123K -1,471 -15%
WA
44
Westfuller Advisors
New York
$596K +$1.26K +15 +0.2%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$581K +$298K +3,545 +95%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$564K -$100K -1,195 -14%
CSIA
47
Conrad Siegel Investment Advisors
Pennsylvania
$554K +$581K +6,925 New
RZH
48
Relyea Zuckerberg Hanson
Connecticut
$538K +$1.18K +14 +0.2%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$531K +$8.73K +104 +2%
SA
50
Skyline Advisors
Washington
$420K -$1.2M -14,243 -73%
1
2
3 4

CVLC Hedge Fund Activity: Q1 2026 in Review

74 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Calvert US Large-Cap Core Responsible Index ETF (CVLC) for Q1 2026, worth a combined $522M — down 4.7% from $548M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CVLC positions and 6 closed out — a net gain of 3 holders — while 36 added to existing stakes and 18 trimmed.

The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $10.5M. The largest seller was Legacy Advisors, exiting entirely with an estimated $9.74M sold.

  • 74 institutional investors held Calvert US Large-Cap Core Responsible Index ETF (CVLC) as of Q1 2026, up from 73 in Q4 2025.
  • Funds reported $522M of Calvert US Large-Cap Core Responsible Index ETF stock for Q1 2026, down 4.7% quarter-over-quarter.
  • 9 funds opened new Calvert US Large-Cap Core Responsible Index ETF positions in Q1 2026 and 6 closed out, a net change of +3 holders.
  • The largest Calvert US Large-Cap Core Responsible Index ETF buyer in Q1 2026 was EP Wealth Advisors, an estimated $10.5M added.
  • The largest Calvert US Large-Cap Core Responsible Index ETF seller in Q1 2026 was Legacy Advisors, an estimated $9.74M sold.

Based on aggregated 13F filings for Q1 2026.