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Calvert US Large-Cap Core Responsible Index ETF

50 hedge funds and large institutions have $349M invested in Calvert US Large-Cap Core Responsible Index ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

4% more funds holding

Funds holding: 4850 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.42% less ownership

Funds ownership: 83.54%83.12% (-0.42%)

3% less capital invested

Capital invested by funds: $358M → $349M (-$9.07M)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.67%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
21
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$636K +$676K +9,229 New
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$575K
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$552K -$18.5K -252 -3%
PWM
29
Perigon Wealth Management
California
$519K
FPF
30
First Pacific Financial
Washington
$427K -$251K -3,428 -36%
PSCM
31
Per Stirling Capital Management
Texas
$424K +$659 +9 +0.1%
NI
32
Natural Investments
California
$374K -$196K -2,675 -33%
FPAS
33
Focus Partners Advisor Solutions
Missouri
$332K -$2.2K -30 -0.6%
Osaic Holdings
34
Osaic Holdings
Arizona
$328K +$151K +2,067 +77%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$313K +$332K +4,536 New
GAM
36
Gemmer Asset Management
California
$307K +$879 +12 +0.3%
Bank of America
37
Bank of America
North Carolina
$299K +$1.98K +27 +0.6%
JSW
38
Journey Strategic Wealth
New Jersey
$297K +$75.3K +1,028 +31%
CWM
39
Collaborative Wealth Management
Florida
$280K -$20.7K -282 -6%
HI
40
Harbour Investments
Wisconsin
$277K +$96.5K +1,318 +49%
HWA
41
Heritage Wealth Advisors
Virginia
$262K +$279K +3,804 New
AWA
42
Aaron Wealth Advisors
Illinois
$242K
Jane Street
43
Jane Street
New York
$222K +$236K +3,220 New
Morgan Stanley
44
Morgan Stanley
New York
$192K -$1.02K -14 -0.5%
TFM
45
TFC Financial Management
Massachusetts
$178K +$27.5K +375 +17%
EWM
46
Evermay Wealth Management
Virginia
$116K
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$9K
FFA
48
Frazier Financial Advisors
Ohio
$6.89K
AF
49
Allworth Financial
California
$2.7K
Fidelity Investments
50
Fidelity Investments
Massachusetts
$69 +$73 +1 New

CVLC Hedge Fund Activity: Q1 2025 in Review

50 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in Calvert US Large-Cap Core Responsible Index ETF (CVLC) for Q1 2025, worth a combined $349M — down 2.5% from $358M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CVLC positions and 3 closed out — a net gain of 2 holders — while 21 added to existing stakes and 13 trimmed.

The largest buyer was Ameriprise, adding an estimated $6.08M. The largest seller was Sanctuary Advisors, exiting entirely with an estimated $1.47M sold.

  • 50 institutional investors held Calvert US Large-Cap Core Responsible Index ETF (CVLC) as of Q1 2025, up from 48 in Q4 2024.
  • Funds reported $349M of Calvert US Large-Cap Core Responsible Index ETF stock for Q1 2025, down 2.5% quarter-over-quarter.
  • 5 funds opened new Calvert US Large-Cap Core Responsible Index ETF positions in Q1 2025 and 3 closed out, a net change of +2 holders.
  • The largest Calvert US Large-Cap Core Responsible Index ETF buyer in Q1 2025 was Ameriprise, an estimated $6.08M added.
  • The largest Calvert US Large-Cap Core Responsible Index ETF seller in Q1 2025 was Sanctuary Advisors, an estimated $1.47M sold.

Based on aggregated 13F filings for Q1 2025.