Calvert US Large-Cap Core Responsible Index ETF
CVLC
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.
85% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 13
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
10% more capital invested
Capital invested by funds: $349M → $386M (+$36.7M)
0% more funds holding
Funds holding: 50 → 50 (0)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
4.94% less ownership
Funds ownership: 83.12% → 78.18% (-4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WANY
Wealthspire Advisors (New York)
New York
|
+$13.9M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$3.42M |
| 3 |
LAMNM
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
+$2.17M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2M |
| 5 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
-$12.2M |
| 2 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
-$6.07M |
| 3 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$3.26M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.34M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GEM
51
Global Endowment Management
Charlotte,
North Carolina
| – | -$12.2M | -177,349 | Closed |
|
|
WWA
52
WCG Wealth Advisors
Las Vegas,
Nevada
| – | -$3.26M | -47,239 | Closed |
|
53
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$636K | -9,229 | Closed |
|
|
PWM
54
Perigon Wealth Management
San Francisco,
California
| – | -$519K | -7,528 | Closed |
|
55
Jane Street
New York
| – | -$222K | -3,220 | Closed |
|
CVLC Hedge Fund Activity: Q2 2025 in Review
50 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Calvert US Large-Cap Core Responsible Index ETF (CVLC) for Q2 2025, worth a combined $386M — up 10% from $349M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CVLC positions and 5 closed out — a net gain of 1 holder — while 24 added to existing stakes and 13 trimmed.
The largest buyer was Wealthspire Advisors (New York), opening a new position worth an estimated $13.9M. The largest seller was Global Endowment Management, exiting entirely with an estimated $12.2M sold.
- 50 institutional investors held Calvert US Large-Cap Core Responsible Index ETF (CVLC) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $386M of Calvert US Large-Cap Core Responsible Index ETF stock for Q2 2025, up 10% quarter-over-quarter.
- 6 funds opened new Calvert US Large-Cap Core Responsible Index ETF positions in Q2 2025 and 5 closed out, a net change of +1 holder.
- The largest Calvert US Large-Cap Core Responsible Index ETF buyer in Q2 2025 was Wealthspire Advisors (New York), an estimated $13.9M added.
- The largest Calvert US Large-Cap Core Responsible Index ETF seller in Q2 2025 was Global Endowment Management, an estimated $12.2M sold.
Based on aggregated 13F filings for Q2 2025.