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Calvert US Large-Cap Core Responsible Index ETF

50 hedge funds and large institutions have $386M invested in Calvert US Large-Cap Core Responsible Index ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 5 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
VBFP
26
Valtinson Bruner Financial Planning
Minnesota
$628K
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$589K
FPF
28
First Pacific Financial
Washington
$585K
HI
29
Harbour Investments
Wisconsin
$560K
RZH
30
Relyea Zuckerberg Hanson
Connecticut
$511K
PSCM
31
Per Stirling Capital Management
Texas
$480K
FPAS
32
Focus Partners Advisor Solutions
Missouri
$405K
HWA
33
Heritage Wealth Advisors
Virginia
$404K
NI
34
Natural Investments
California
$362K
JSW
35
Journey Strategic Wealth
New Jersey
$354K
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$347K
Bank of America
37
Bank of America
North Carolina
$342K
GAM
38
Gemmer Asset Management
California
$341K
Citadel Advisors
39
Citadel Advisors
Florida
$318K
CWM
40
Collaborative Wealth Management
Florida
$275K
AWA
41
Aaron Wealth Advisors
Illinois
$269K
HighTower Advisors
42
HighTower Advisors
Illinois
$236K
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$209K
Morgan Stanley
44
Morgan Stanley
New York
$209K
TFM
45
TFC Financial Management
Massachusetts
$207K
BAM
46
Belpointe Asset Management
Nevada
$202K
EWM
47
Evermay Wealth Management
Virginia
$161K
Fidelity Investments
48
Fidelity Investments
Massachusetts
$33.8K
FFA
49
Frazier Financial Advisors
Ohio
$7.65K
AF
50
Allworth Financial
California
$3.06K