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Calvert US Large-Cap Core Responsible Index ETF

7 hedge funds and large institutions have $32.7M invested in Calvert US Large-Cap Core Responsible Index ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

30.7% more ownership

Funds ownership: 0%30.7% (+31%)

Holders
7
Holders Change
+7
Holders Change %
% of All Funds
0.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$20.6M +$20.2M +402,000 New
OBWP
2
O'Brien Wealth Partners
Massachusetts
$8.96M +$8.78M +175,150 New
Goldman Sachs
3
Goldman Sachs
New York
$2.09M +$2.05M +40,906 New
SFP
4
Sandbox Financial Partners
Maryland
$1.14M +$1.12M +22,304 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.01K +$989K +19,716 New
Bank of America
6
Bank of America
North Carolina
$460 +$451 +9 New
UBS Group
7
UBS Group
Switzerland
$358 +$351 +7 New

CVLC Hedge Fund Activity: Q1 2023 in Review

7 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Calvert US Large-Cap Core Responsible Index ETF (CVLC) for Q1 2023, worth a combined $32.7M.

Buyers outnumbered sellers: 7 funds opened new CVLC positions and 0 closed out — a net gain of 7 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $20.2M.

  • 7 institutional investors held Calvert US Large-Cap Core Responsible Index ETF (CVLC) as of Q1 2023, up from 0 in Q4 2022.
  • Funds reported $32.7M of Calvert US Large-Cap Core Responsible Index ETF stock for Q1 2023.
  • 7 funds opened new Calvert US Large-Cap Core Responsible Index ETF positions in Q1 2023 and 0 closed out, a net change of +7 holders.
  • The largest Calvert US Large-Cap Core Responsible Index ETF buyer in Q1 2023 was Morgan Stanley, an estimated $20.2M added.

Based on aggregated 13F filings for Q1 2023.