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Calvert US Large-Cap Core Responsible Index ETF
CVLC

74 hedge funds and large institutions have $522M invested in Calvert US Large-Cap Core Responsible Index ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 18

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

1% more funds holding

Funds holding: 73 → 74 (+1)

5% less capital invested

Capital invested by funds: $548M → $522M (-$25.8M)

5.38% less ownership

Funds ownership: 80.74% → 75.36% (-5.4%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
0.91%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
9
Increased
36
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
EP Wealth Advisors
California
+$10.5M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$5.69M
3
NBWM
North Berkeley Wealth Management
California
+$5.13M
4
SFP
Strategic Financial Planning
Texas
+$4.66M
5
RF
Rossby Financial
Florida
+$3.79M

Top Sellers

1
LA
Legacy Advisors
Pennsylvania
-$9.74M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$5.28M
3
Ameriprise
Ameriprise
Minnesota
-$1.36M
4
SA
Skyline Advisors
Washington
-$1.2M
5
Citadel Advisors
Citadel Advisors
Florida
-$478K
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
51
Gemmer Asset Management
California
$360K +$839 +10 +0.2%
HWA
52
Heritage Wealth Advisors
Virginia
$357K -$34.7K -413 -8%
FPAS
53
Focus Partners Advisor Solutions
Missouri
$338K -$4.45K -53 -1%
NI
54
Natural Investments
California
$310K -$61.4K -732 -16%
Bank of America
55
Bank of America
North Carolina
$304K -$41K -488 -11%
JWCA
56
J.W. Cole Advisors
Florida
$288K +$252 +3 +0.1%
AWA
57
Aaron Wealth Advisors
Illinois
$282K – – –
Jane Street
58
Jane Street
New York
$279K +$293K +3,489 New
CWM
59
Collaborative Wealth Management
Florida
$277K -$671 -8 -0.2%
TFM
60
TFC Financial Management
Massachusetts
$276K – – –
VBFP
61
Valtinson Bruner Financial Planning
Minnesota
$254K – – –
SWM
62
Silverlake Wealth Management
Vermont
$242K +$254K +3,028 New
Morgan Stanley
63
Morgan Stanley
New York
$217K -$2.18K -26 -0.9%
BAM
64
Belpointe Asset Management
Nevada
$216K +$2.27K +27 +1%
CH
65
CDKV Holdings
Colorado
$177K – – –
EWM
66
Evermay Wealth Management
Virginia
$161K – – –
TCM
67
Triumph Capital Management
Colorado
$97.7K – – –
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$33K +$5.87K +70 +20%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$28.6K – – –
AWM
70
AE Wealth Management
Kansas
$26.4K +$27.7K +330 New
FFA
71
Farther Finance Advisors
California
$20.2K -$52.4K -624 -71%
FFA
72
Frazier Financial Advisors
Ohio
$8.01K – – –
JP Morgan Chase
73
JP Morgan Chase
New York
$7.92K -$290K -3,451 -97%
GWM
74
Geneos Wealth Management
Colorado
$4.8K – – –
LA
75
Legacy Advisors
Pennsylvania
– -$9.74M -115,572 Closed
1 2
3
4

CVLC Hedge Fund Activity: Q1 2026 in Review

74 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Calvert US Large-Cap Core Responsible Index ETF (CVLC) for Q1 2026, worth a combined $522M — down 4.7% from $548M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CVLC positions and 6 closed out — a net gain of 3 holders — while 36 added to existing stakes and 18 trimmed.

The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $10.5M. The largest seller was Legacy Advisors, exiting entirely with an estimated $9.74M sold.

  • 74 institutional investors held Calvert US Large-Cap Core Responsible Index ETF (CVLC) as of Q1 2026, up from 73 in Q4 2025.
  • Funds reported $522M of Calvert US Large-Cap Core Responsible Index ETF stock for Q1 2026, down 4.7% quarter-over-quarter.
  • 9 funds opened new Calvert US Large-Cap Core Responsible Index ETF positions in Q1 2026 and 6 closed out, a net change of +3 holders.
  • The largest Calvert US Large-Cap Core Responsible Index ETF buyer in Q1 2026 was EP Wealth Advisors, an estimated $10.5M added.
  • The largest Calvert US Large-Cap Core Responsible Index ETF seller in Q1 2026 was Legacy Advisors, an estimated $9.74M sold.

Based on aggregated 13F filings for Q1 2026.