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Calvert US Large-Cap Core Responsible Index ETF
CVLC

73 hedge funds and large institutions have $548M invested in Calvert US Large-Cap Core Responsible Index ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 15

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

28% more funds holding

Funds holding: 57 → 73 (+16)

10% more capital invested

Capital invested by funds: $496M → $548M (+$51.9M)

2.18% less ownership

Funds ownership: 82.92% → 80.74% (-2.2%)

Holders
73
Holders Change
+16
Holders Change %
+28.07%
% of All Funds
0.89%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
18
Increased
30
Reduced
15
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LA
Legacy Advisors
Pennsylvania
+$9.64M
2
WANY
Wealthspire Advisors (New York)
New York
+$3.64M
3
FT
Fiduciary Trust
Massachusetts
+$3.53M
4
JAA
Joel Adams & Associates
North Carolina
+$2.33M
5
NBWM
North Berkeley Wealth Management
California
+$1.98M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$959K
2
KWA
Kondo Wealth Advisors
California
-$612K
3
VBFP
Valtinson Bruner Financial Planning
Minnesota
-$420K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$354K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$224K
Name Holding Trade Value Shares
Change 		Change in
Stake
FPF
26
First Pacific Financial
Washington
$1.83M +$1.07M +12,851 +145%
PFA
27
Pathway Financial Advisors
Vermont
$1.72M +$46.1K +552 +3%
KAS
28
Kestra Advisory Services
Texas
$1.66M +$626K +7,499 +61%
SA
29
Skyline Advisors
Washington
$1.64M -$19.5K -234 -1%
EPW
30
Evolve Private Wealth
California
$1.63M +$1.61M +19,343 New
HighTower Advisors
31
HighTower Advisors
Illinois
$1.43M – – –
BCI
32
Brinker Capital Investments
Pennsylvania
$1.21M +$81.3K +974 +7%
Goldman Sachs
33
Goldman Sachs
New York
$1.2M +$1.18M +14,193 New
Mariner
34
Mariner
Kansas
$893K +$65.3K +783 +8%
LCC
35
Lincoln Capital Corp
Rhode Island
$872K +$864K +10,350 New
HI
36
Harbour Investments
Wisconsin
$830K +$64K +767 +8%
KWA
37
Kondo Wealth Advisors
California
$802K -$612K -7,335 -44%
Osaic Holdings
38
Osaic Holdings
Arizona
$801K -$30.9K -370 -4%
PSCM
39
Per Stirling Capital Management
Texas
$794K +$263K +3,150 +50%
LNWTC
40
Laird Norton Wetherby Trust Company
Washington
$716K +$709K +8,500 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$694K +$1.75K +21 +0.3%
WA
42
Westfuller Advisors
New York
$626K +$620K +7,435 New
RZH
43
Relyea Zuckerberg Hanson
Connecticut
$565K +$1.92K +23 +0.3%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$550K +$100K +1,203 +23%
EF
45
Entrust Financial
Pennsylvania
$494K +$489K +5,863 New
Citadel Advisors
46
Citadel Advisors
Florida
$478K +$473K +5,670 New
HWA
47
Heritage Wealth Advisors
Virginia
$411K – – –
NI
48
Natural Investments
California
$388K +$385K +4,615 New
GAM
49
Gemmer Asset Management
California
$378K +$1.25K +15 +0.3%
JSW
50
Journey Strategic Wealth
New Jersey
$372K -$22.7K -272 -6%
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CVLC Hedge Fund Activity: Q4 2025 in Review

73 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Calvert US Large-Cap Core Responsible Index ETF (CVLC) for Q4 2025, worth a combined $548M — up 10% from $496M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CVLC positions and 1 closed out — a net gain of 17 holders — while 30 added to existing stakes and 15 trimmed.

The largest buyer was Legacy Advisors, opening a new position worth an estimated $9.64M. The largest seller was Ameriprise, cutting an estimated $959K.

  • 73 institutional investors held Calvert US Large-Cap Core Responsible Index ETF (CVLC) as of Q4 2025, up from 57 in Q3 2025.
  • Funds reported $548M of Calvert US Large-Cap Core Responsible Index ETF stock for Q4 2025, up 10% quarter-over-quarter.
  • 18 funds opened new Calvert US Large-Cap Core Responsible Index ETF positions in Q4 2025 and 1 closed out, a net change of +17 holders.
  • The largest Calvert US Large-Cap Core Responsible Index ETF buyer in Q4 2025 was Legacy Advisors, an estimated $9.64M added.
  • The largest Calvert US Large-Cap Core Responsible Index ETF seller in Q4 2025 was Ameriprise, an estimated $959K sold.

Based on aggregated 13F filings for Q4 2025.