Calvert US Large-Cap Core Responsible Index ETF
CVLC
26 hedge funds and large institutions have $279M invested in Calvert US Large-Cap Core Responsible Index ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 0 closing their positions.
367% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 3
44% more funds holding
Funds holding: 18 → 26 (+8)
6% more capital invested
Capital invested by funds: $262M → $279M (+$16.8M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4.24% less ownership
Funds ownership: 90.88% → 86.64% (-4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.2M |
| 2 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$3.26M |
| 3 |
GFS
GYL Financial Synergies
West Hartford,
Connecticut
|
+$1.79M |
| 4 |
Goldman Sachs
New York
|
+$1.19M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$13M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$269K |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$269K |
CVLC Hedge Fund Activity: Q2 2024 in Review
26 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Calvert US Large-Cap Core Responsible Index ETF (CVLC) for Q2 2024, worth a combined $279M — up 6.4% from $262M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CVLC positions and 0 closed out — a net gain of 8 holders — while 14 added to existing stakes and 3 trimmed.
The largest buyer was Ameriprise, adding an estimated $10.2M. The largest seller was Morgan Stanley, cutting an estimated $13M.
- 26 institutional investors held Calvert US Large-Cap Core Responsible Index ETF (CVLC) as of Q2 2024, up from 18 in Q1 2024.
- Funds reported $279M of Calvert US Large-Cap Core Responsible Index ETF stock for Q2 2024, up 6.4% quarter-over-quarter.
- 8 funds opened new Calvert US Large-Cap Core Responsible Index ETF positions in Q2 2024 and 0 closed out, a net change of +8 holders.
- The largest Calvert US Large-Cap Core Responsible Index ETF buyer in Q2 2024 was Ameriprise, an estimated $10.2M added.
- The largest Calvert US Large-Cap Core Responsible Index ETF seller in Q2 2024 was Morgan Stanley, an estimated $13M sold.
Based on aggregated 13F filings for Q2 2024.