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Calvert US Large-Cap Core Responsible Index ETF

48 hedge funds and large institutions have $358M invested in Calvert US Large-Cap Core Responsible Index ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

41% more funds holding

Funds holding: 3448 (+14)

20% more capital invested

Capital invested by funds: $299M → $358M (+$59.4M)

2.49% more ownership

Funds ownership: 81.06%83.54% (+2.5%)

Holders
48
Holders Change
+14
Holders Change %
+41.18%
% of All Funds
0.63%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
16
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$612K +$571K +7,745 +1,291%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$605K -$714K -9,686 -54%
NI
28
Natural Investments
California
$594K +$598K +8,109 New
PWM
29
Perigon Wealth Management
California
$559K +$74.5K +1,010 +15%
Mariner
30
Mariner
Kansas
$533K +$536K +7,265 New
Goldman Sachs
31
Goldman Sachs
New York
$516K -$3.17M -43,044 -86%
PSCM
32
Per Stirling Capital Management
Texas
$450K +$738 +10 +0.2%
FPAS
33
Focus Partners Advisor Solutions
Missouri
$356K -$5.24K -71 -1%
OIA
34
OneDigital Investment Advisors
Kansas
$340K
GAM
35
Gemmer Asset Management
California
$325K +$885 +12 +0.3%
CWM
36
Collaborative Wealth Management
Florida
$319K +$320K +4,344 New
Bank of America
37
Bank of America
North Carolina
$316K +$198K +2,687 +166%
AWA
38
Aaron Wealth Advisors
Illinois
$258K +$259K +3,517 New
Citadel Advisors
39
Citadel Advisors
Florida
$247K +$249K +3,373 New
JSW
40
Journey Strategic Wealth
New Jersey
$240K +$241K +3,273 New
Morgan Stanley
41
Morgan Stanley
New York
$205K +$6.42K +87 +3%
HI
42
Harbour Investments
Wisconsin
$198K +$138K +1,874 +229%
Osaic Holdings
43
Osaic Holdings
Arizona
$197K +$20.1K +273 +11%
TFM
44
TFC Financial Management
Massachusetts
$162K +$67.5K +915 +70%
EWM
45
Evermay Wealth Management
Virginia
$124K
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$10K +$10.1K +137 New
FFA
47
Frazier Financial Advisors
Ohio
$7.38K
AF
48
Allworth Financial
California
$3.05K +$2.95K +40 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
-$756K -10,555 Closed
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
-$229K -3,198 Closed

CVLC Hedge Fund Activity: Q4 2024 in Review

48 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Calvert US Large-Cap Core Responsible Index ETF (CVLC) for Q4 2024, worth a combined $358M — up 20% from $299M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CVLC positions and 2 closed out — a net gain of 17 holders — while 16 added to existing stakes and 8 trimmed.

The largest buyer was Ogorek Anthony Joseph, adding an estimated $20.2M. The largest seller was Goldman Sachs, cutting an estimated $3.17M.

  • 48 institutional investors held Calvert US Large-Cap Core Responsible Index ETF (CVLC) as of Q4 2024, up from 34 in Q3 2024.
  • Funds reported $358M of Calvert US Large-Cap Core Responsible Index ETF stock for Q4 2024, up 20% quarter-over-quarter.
  • 19 funds opened new Calvert US Large-Cap Core Responsible Index ETF positions in Q4 2024 and 2 closed out, a net change of +17 holders.
  • The largest Calvert US Large-Cap Core Responsible Index ETF buyer in Q4 2024 was Ogorek Anthony Joseph, an estimated $20.2M added.
  • The largest Calvert US Large-Cap Core Responsible Index ETF seller in Q4 2024 was Goldman Sachs, an estimated $3.17M sold.

Based on aggregated 13F filings for Q4 2024.