Calvert US Large-Cap Core Responsible Index ETF
CVLC
18 hedge funds and large institutions have $262M invested in Calvert US Large-Cap Core Responsible Index ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
29% more funds holding
Funds holding: 14 → 18 (+4)
13% more capital invested
Capital invested by funds: $232M → $262M (+$30.9M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
1.48% less ownership
Funds ownership: 92.35% → 90.88% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.27M |
| 2 |
OBWP
O'Brien Wealth Partners
Waltham,
Massachusetts
|
+$1.93M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$960K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$658K |
| 5 |
FPF
First Pacific Financial
Vancouver,
Washington
|
+$398K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$996K |
| 2 |
Goldman Sachs
New York
|
-$613K |
| 3 |
SFP
Sandbox Financial Partners
Bethesda,
Maryland
|
-$326K |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$249K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$143K |
CVLC Hedge Fund Activity: Q1 2024 in Review
18 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Calvert US Large-Cap Core Responsible Index ETF (CVLC) for Q1 2024, worth a combined $262M — up 13% from $232M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CVLC positions and 2 closed out — a net gain of 4 holders — while 5 added to existing stakes and 5 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $5.27M. The largest seller was Citadel Advisors, exiting entirely with an estimated $996K sold.
- 18 institutional investors held Calvert US Large-Cap Core Responsible Index ETF (CVLC) as of Q1 2024, up from 14 in Q4 2023.
- Funds reported $262M of Calvert US Large-Cap Core Responsible Index ETF stock for Q1 2024, up 13% quarter-over-quarter.
- 6 funds opened new Calvert US Large-Cap Core Responsible Index ETF positions in Q1 2024 and 2 closed out, a net change of +4 holders.
- The largest Calvert US Large-Cap Core Responsible Index ETF buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $5.27M added.
- The largest Calvert US Large-Cap Core Responsible Index ETF seller in Q1 2024 was Citadel Advisors, an estimated $996K sold.
Based on aggregated 13F filings for Q1 2024.