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Calvert US Large-Cap Core Responsible Index ETF
CVLC

Overview Fund Activity

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 %
0%
% of All Funds
0.67%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
6
Increased
24
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WANY
Wealthspire Advisors (New York)
New York
$15.1M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$3.72M
3
LAMNM
Longview Asset Management (New Mexico)
New Mexico
$5.51M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.81M
5
MWM
Modern Wealth Management
Kansas
$1.65M

Top Sellers

1
GEM
Global Endowment Management
North Carolina
$0
2
OAJ
Ogorek Anthony Joseph
New York
$14.7M
3
WWA
WCG Wealth Advisors
Nevada
$0
4
Citadel Advisors
Citadel Advisors
Florida
$318K
5
Raymond James Financial
Raymond James Financial
Florida
$6.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
GEM
51
Global Endowment Management
North Carolina
– -$12.2M -177,349 Closed
WWA
52
WCG Wealth Advisors
Nevada
– -$3.26M -47,239 Closed
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
– -$636K -9,229 Closed
PWM
54
Perigon Wealth Management
California
– -$519K -7,528 Closed
Jane Street
55
Jane Street
New York
– -$222K -3,220 Closed
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