Calvert US Large-Cap Core Responsible Index ETF
CVLC
34 hedge funds and large institutions have $299M invested in Calvert US Large-Cap Core Responsible Index ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
31% more funds holding
Funds holding: 26 → 34 (+8)
7% more capital invested
Capital invested by funds: $279M → $299M (+$19.8M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5.59% less ownership
Funds ownership: 86.64% → 81.06% (-5.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.93M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.56M |
| 3 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$1.34M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.24M |
| 5 |
RIM
RW Investment Management
Eagle,
Idaho
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$13.8M |
| 2 |
OBWP
O'Brien Wealth Partners
Waltham,
Massachusetts
|
-$896K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$234K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$111K |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$111K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Morgan Stanley
New York
| $194K | -$13.8M | -199,992 | -99% |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $173K | +$88.8K | +1,288 | +114% |
|
|
EWM
28
Evermay Wealth Management
Arlington,
Virginia
| $121K | +$116K | +1,689 | New |
|
29
Bank of America
Charlotte,
North Carolina
| $116K | +$3.93K | +57 | +4% |
|
|
TFM
30
TFC Financial Management
Boston,
Massachusetts
| $93.1K | – | – | – |
|
|
OAJ
31
Ogorek Anthony Joseph
Williamsville,
New York
| $88K | +$85K | +1,233 | New |
|
|
HI
32
Harbour Investments
Madison,
Wisconsin
| $58.7K | +$8.48K | +123 | +18% |
|
33
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $43K | +$41.3K | +600 | New |
|
|
FFA
34
Frazier Financial Advisors
Columbus,
Ohio
| $7.16K | – | – | – |
|
|
NA
35
NewEdge Advisors
New Orleans,
Louisiana
| – | -$234K | -3,443 | Closed |
|
CVLC Hedge Fund Activity: Q3 2024 in Review
34 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Calvert US Large-Cap Core Responsible Index ETF (CVLC) for Q3 2024, worth a combined $299M — up 7.1% from $279M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CVLC positions and 1 closed out — a net gain of 8 holders — while 13 added to existing stakes and 7 trimmed.
The largest buyer was Ameriprise, adding an estimated $6.93M. The largest seller was Morgan Stanley, cutting an estimated $13.8M.
- 34 institutional investors held Calvert US Large-Cap Core Responsible Index ETF (CVLC) as of Q3 2024, up from 26 in Q2 2024.
- Funds reported $299M of Calvert US Large-Cap Core Responsible Index ETF stock for Q3 2024, up 7.1% quarter-over-quarter.
- 9 funds opened new Calvert US Large-Cap Core Responsible Index ETF positions in Q3 2024 and 1 closed out, a net change of +8 holders.
- The largest Calvert US Large-Cap Core Responsible Index ETF buyer in Q3 2024 was Ameriprise, an estimated $6.93M added.
- The largest Calvert US Large-Cap Core Responsible Index ETF seller in Q3 2024 was Morgan Stanley, an estimated $13.8M sold.
Based on aggregated 13F filings for Q3 2024.