Calvert US Large-Cap Core Responsible Index ETF
CVLC
14 hedge funds and large institutions have $232M invested in Calvert US Large-Cap Core Responsible Index ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 3 closing their positions.
285% more capital invested
Capital invested by funds: $60.1M → $232M (+$171M)
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
64.82% more ownership
Funds ownership: 27.53% → 92.35% (+65%)
27% more funds holding
Funds holding: 11 → 14 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OBWP
O'Brien Wealth Partners
Waltham,
Massachusetts
|
+$1.74M |
| 2 |
Goldman Sachs
New York
|
+$1.48M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$749K |
| 4 |
GAM
Gemmer Asset Management
Walnut Creek,
California
|
+$243K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$220K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$975K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$443K |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$262K |
| 4 |
SFP
Sandbox Financial Partners
Bethesda,
Maryland
|
-$207K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$124K |
CVLC Hedge Fund Activity: Q4 2023 in Review
14 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Calvert US Large-Cap Core Responsible Index ETF (CVLC) for Q4 2023, worth a combined $232M — up 285% from $60.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CVLC positions and 3 closed out — a net gain of 3 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was O'Brien Wealth Partners, adding an estimated $1.74M. The largest seller was Citadel Advisors, cutting an estimated $975K.
- 14 institutional investors held Calvert US Large-Cap Core Responsible Index ETF (CVLC) as of Q4 2023, up from 11 in Q3 2023.
- Funds reported $232M of Calvert US Large-Cap Core Responsible Index ETF stock for Q4 2023, up 285% quarter-over-quarter.
- 6 funds opened new Calvert US Large-Cap Core Responsible Index ETF positions in Q4 2023 and 3 closed out, a net change of +3 holders.
- The largest Calvert US Large-Cap Core Responsible Index ETF buyer in Q4 2023 was O'Brien Wealth Partners, an estimated $1.74M added.
- The largest Calvert US Large-Cap Core Responsible Index ETF seller in Q4 2023 was Citadel Advisors, an estimated $975K sold.
Based on aggregated 13F filings for Q4 2023.