CVLC icon

Calvert US Large-Cap Core Responsible Index ETF
CVLC

Overview Fund Activity

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.

Holders
26
Holders Change
+8
Holders Change %
+44.44%
% of All Funds
0.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
14
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$10.8M
2
WWA
2
WCG Wealth Advisors
Nevada
$3.38M
3
GFS
3
GYL Financial Synergies
Connecticut
$1.86M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.38M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$28.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.8M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$1.4M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$1.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SIF
1
State Insurance Fund
New York
$183M 2,697,658 – –
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$28.6M 421,661 +17,484 +4%
OBWP
3
O'Brien Wealth Partners
Massachusetts
$18.6M 274,786 +7,151 +3%
Morgan Stanley
4
Morgan Stanley
New York
$13.8M 202,703 -199,297 -50%
Ameriprise
5
Ameriprise
Minnesota
$10.8M 158,929 +155,495 +4,528%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$5.89M 86,782 +2,297 +3%
WWA
7
WCG Wealth Advisors
Nevada
$3.38M 49,849 +49,849 New
SFP
8
Sandbox Financial Partners
Maryland
$2.66M 39,199 +1,352 +4%
Goldman Sachs
9
Goldman Sachs
New York
$2.38M 35,112 +18,200 +108%
GFS
10
GYL Financial Synergies
Connecticut
$1.86M 27,384 +27,384 New
BCI
11
Brinker Capital Investments
Pennsylvania
$1.4M 20,635 -4,122 -17%
OPS
12
Orion Portfolio Solutions
Nebraska
$1.4M 20,635 -4,122 -17%
RJA
13
Raymond James & Associates
Florida
$1.19M 17,476 +6,927 +66%
FC
14
Fulcrum Capital
Washington
$1.04M 15,369 +11,016 +253%
RIM
15
RW Investment Management
Idaho
$648K 9,551 +9,551 New
PSCM
16
Per Stirling Capital Management
Texas
$517K 7,616 +4,042 +113%
FPF
17
First Pacific Financial
Washington
$502K 7,391 +171 +2%
FPAS
18
Focus Partners Advisor Solutions
Missouri
$376K 5,537 +5,537 New
OIA
19
OneDigital Investment Advisors
Kansas
$315K 4,637 +543 +13%
GAM
20
Gemmer Asset Management
California
$299K 4,411 +12 +0.3%
NA
21
NewEdge Advisors
Louisiana
$234K 3,443 +3,443 New
Bank of America
22
Bank of America
North Carolina
$106K 1,564 +989 +172%
TFM
23
TFC Financial Management
Massachusetts
$88.2K 1,299 +1,299 New
Osaic Holdings
24
Osaic Holdings
Arizona
$76.7K 1,130 +1,130 New
HI
25
Harbour Investments
Wisconsin
$47.3K 697 +438 +169%
1
2