Calvert US Large-Cap Core Responsible Index ETF
CVLC
9 hedge funds and large institutions have $54.4M invested in Calvert US Large-Cap Core Responsible Index ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
66% more capital invested
Capital invested by funds: $32.7M → $54.4M (+$21.7M)
29% more funds holding
Funds holding: 7 → 9 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.29% less ownership
Funds ownership: 30.7% → 28.41% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$12.7M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.68M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.51M |
| 4 |
SFP
Sandbox Financial Partners
Bethesda,
Maryland
|
+$1.04M |
| 5 |
OBWP
O'Brien Wealth Partners
Waltham,
Massachusetts
|
+$810K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.34M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$460 |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$358 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Morgan Stanley
New York
| $22.3M | – | – | – |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $14.6M | +$12.7M | +244,045 | +1,238% |
|
|
OBWP
3
O'Brien Wealth Partners
Waltham,
Massachusetts
| $10.6M | +$810K | +15,506 | +9% |
|
|
SFP
4
Sandbox Financial Partners
Bethesda,
Maryland
| $2.34M | +$1.04M | +19,879 | +89% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.79M | +$1.68M | +32,245 | New |
|
|
6
Citadel Advisors
Miami,
Florida
| $1.61M | +$1.51M | +28,978 | New |
|
|
7
Goldman Sachs
New York
| $848K | -$1.34M | -25,629 | -63% |
|
|
MA
8
Mutual Advisors
Omaha,
Nebraska
| $273K | +$257K | +4,921 | New |
|
|
BFEC
9
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $11K | +$10.4K | +200 | New |
|
|
10
Bank of America
Charlotte,
North Carolina
| – | -$460 | -9 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$358 | -7 | Closed |
|
CVLC Hedge Fund Activity: Q2 2023 in Review
9 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Calvert US Large-Cap Core Responsible Index ETF (CVLC) for Q2 2023, worth a combined $54.4M — up 66% from $32.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CVLC positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $12.7M. The largest seller was Goldman Sachs, cutting an estimated $1.34M.
- 9 institutional investors held Calvert US Large-Cap Core Responsible Index ETF (CVLC) as of Q2 2023, up from 7 in Q1 2023.
- Funds reported $54.4M of Calvert US Large-Cap Core Responsible Index ETF stock for Q2 2023, up 66% quarter-over-quarter.
- 4 funds opened new Calvert US Large-Cap Core Responsible Index ETF positions in Q2 2023 and 2 closed out, a net change of +2 holders.
- The largest Calvert US Large-Cap Core Responsible Index ETF buyer in Q2 2023 was Commonwealth Equity Services, an estimated $12.7M added.
- The largest Calvert US Large-Cap Core Responsible Index ETF seller in Q2 2023 was Goldman Sachs, an estimated $1.34M sold.
Based on aggregated 13F filings for Q2 2023.