Calvert US Large-Cap Core Responsible Index ETF
CVLC
11 hedge funds and large institutions have $60.1M invested in Calvert US Large-Cap Core Responsible Index ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
22% more funds holding
Funds holding: 9 → 11 (+2)
10% more capital invested
Capital invested by funds: $54.4M → $60.1M (+$5.65M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.88% less ownership
Funds ownership: 28.41% → 27.53% (-0.88%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.19M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.37M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$1.37M |
| 4 |
OBWP
O'Brien Wealth Partners
Waltham,
Massachusetts
|
+$814K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$294K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.33M |
| 2 |
Goldman Sachs
New York
|
-$848K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Morgan Stanley
New York
| $21.4M | – | – | – |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $20M | +$6.19M | +111,501 | +42% |
|
|
OBWP
3
O'Brien Wealth Partners
Waltham,
Massachusetts
| $10.9M | +$814K | +14,667 | +8% |
|
|
SFP
4
Sandbox Financial Partners
Bethesda,
Maryland
| $2.49M | +$256K | +4,612 | +11% |
|
|
5
Citadel Advisors
Miami,
Florida
| $1.82M | +$294K | +5,296 | +18% |
|
|
BCI
6
Brinker Capital Investments
Berwyn,
Pennsylvania
| $1.31M | +$1.37M | +24,686 | New |
|
|
OPS
7
Orion Portfolio Solutions
Omaha,
Nebraska
| $1.31M | +$1.37M | +24,686 | New |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $443K | -$1.33M | -23,921 | -74% |
|
|
MA
9
Mutual Advisors
Omaha,
Nebraska
| $262K | +$222 | +4 | +0.1% |
|
10
UBS Group
Zurich,
Switzerland
| $124K | +$129K | +2,333 | New |
|
|
BFEC
11
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $11K | – | – | – |
|
|
12
Goldman Sachs
New York
| – | -$848K | -15,277 | Closed |
|
CVLC Hedge Fund Activity: Q3 2023 in Review
11 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Calvert US Large-Cap Core Responsible Index ETF (CVLC) for Q3 2023, worth a combined $60.1M — up 10% from $54.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CVLC positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $6.19M. The largest seller was Susquehanna International Group, cutting an estimated $1.33M.
- 11 institutional investors held Calvert US Large-Cap Core Responsible Index ETF (CVLC) as of Q3 2023, up from 9 in Q2 2023.
- Funds reported $60.1M of Calvert US Large-Cap Core Responsible Index ETF stock for Q3 2023, up 10% quarter-over-quarter.
- 3 funds opened new Calvert US Large-Cap Core Responsible Index ETF positions in Q3 2023 and 1 closed out, a net change of +2 holders.
- The largest Calvert US Large-Cap Core Responsible Index ETF buyer in Q3 2023 was Commonwealth Equity Services, an estimated $6.19M added.
- The largest Calvert US Large-Cap Core Responsible Index ETF seller in Q3 2023 was Susquehanna International Group, an estimated $1.33M sold.
Based on aggregated 13F filings for Q3 2023.