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Calvert US Large-Cap Core Responsible Index ETF

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, 6 reducing their positions, and 2 closing their positions.

Holders
18
Holders Change
+4
Holders Change %
+28.57%
% of All Funds
0.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
5
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIF
1
State Insurance Fund
New York
$177M 2,697,658
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$26.5M 404,177 +15,399 +4%
Morgan Stanley
3
Morgan Stanley
New York
$26.4M 402,000 -402,000 -50%
OBWP
4
O'Brien Wealth Partners
Massachusetts
$17.6M 267,635 +31,009 +13%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.54M 84,485 +84,485 New
SFP
6
Sandbox Financial Partners
Maryland
$2.48M 37,847 -5,219 -12%
BCI
7
Brinker Capital Investments
Pennsylvania
$1.62M 24,757 -2,295 -8%
OPS
8
Orion Portfolio Solutions
Nebraska
$1.62M 24,757 -2,295 -8%
Goldman Sachs
9
Goldman Sachs
New York
$1.11M 16,912 -9,822 -37%
RJA
10
Raymond James & Associates
Florida
$692K 10,549 +10,549 New
FPF
11
First Pacific Financial
Washington
$474K 7,220 +6,374 +753%
GAM
12
Gemmer Asset Management
California
$289K 4,399 +11 +0.3%
FC
13
Fulcrum Capital
Washington
$286K 4,353 +4,353 New
OIA
14
OneDigital Investment Advisors
Kansas
$269K 4,094 +4,094 New
PSCM
15
Per Stirling Capital Management
Texas
$235K 3,574 +9 +0.3%
Ameriprise
16
Ameriprise
Minnesota
$225K 3,434 +3,434 New
Bank of America
17
Bank of America
North Carolina
$37.7K 575 +575 New
HI
18
Harbour Investments
Wisconsin
$17K 259 -14 -5%
Citadel Advisors
19
Citadel Advisors
Florida
-16,676 Closed
BFEC
20
Benjamin F. Edwards & Company
Missouri
-4,170 Closed
CFGS
21
Concourse Financial Group Securities
Alabama