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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 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$636K
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$575K
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$552K
PWM
29
Perigon Wealth Management
California
$519K
FPF
30
First Pacific Financial
Washington
$427K
PSCM
31
Per Stirling Capital Management
Texas
$424K
NI
32
Natural Investments
California
$374K
FPAS
33
Focus Partners Advisor Solutions
Missouri
$332K
Osaic Holdings
34
Osaic Holdings
Arizona
$328K
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$313K
GAM
36
Gemmer Asset Management
California
$307K
Bank of America
37
Bank of America
North Carolina
$299K
JSW
38
Journey Strategic Wealth
New Jersey
$297K
CWM
39
Collaborative Wealth Management
Florida
$280K
HI
40
Harbour Investments
Wisconsin
$277K
HWA
41
Heritage Wealth Advisors
Virginia
$262K
AWA
42
Aaron Wealth Advisors
Illinois
$242K
Jane Street
43
Jane Street
New York
$222K
Morgan Stanley
44
Morgan Stanley
New York
$192K
TFM
45
TFC Financial Management
Massachusetts
$178K
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