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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.

New
Increased
Maintained
Reduced
Closed

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%)

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

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$10.2M
2
WWA
WCG Wealth Advisors
Nevada
+$3.26M
3
GFS
GYL Financial Synergies
Connecticut
+$1.79M
4
Goldman Sachs
Goldman Sachs
New York
+$1.19M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.14M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$13M
2
BCI
Brinker Capital Investments
Pennsylvania
-$269K
3
OPS
Orion Portfolio Solutions
Nebraska
-$269K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIF
1
State Insurance Fund
New York
$183M – – –
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$28.6M +$1.14M +17,484 +4%
OBWP
3
O'Brien Wealth Partners
Massachusetts
$18.6M +$467K +7,151 +3%
Morgan Stanley
4
Morgan Stanley
New York
$13.8M -$13M -199,297 -50%
Ameriprise
5
Ameriprise
Minnesota
$10.8M +$10.2M +155,495 +4,528%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$5.89M +$150K +2,297 +3%
WWA
7
WCG Wealth Advisors
Nevada
$3.38M +$3.26M +49,849 New
SFP
8
Sandbox Financial Partners
Maryland
$2.66M +$88.3K +1,352 +4%
Goldman Sachs
9
Goldman Sachs
New York
$2.38M +$1.19M +18,200 +108%
GFS
10
GYL Financial Synergies
Connecticut
$1.86M +$1.79M +27,384 New
BCI
11
Brinker Capital Investments
Pennsylvania
$1.4M -$269K -4,122 -17%
OPS
12
Orion Portfolio Solutions
Nebraska
$1.4M -$269K -4,122 -17%
RJA
13
Raymond James & Associates
Florida
$1.19M +$452K +6,927 +66%
FC
14
Fulcrum Capital
Washington
$1.04M +$720K +11,016 +253%
RIM
15
RW Investment Management
Idaho
$648K +$624K +9,551 New
PSCM
16
Per Stirling Capital Management
Texas
$517K +$264K +4,042 +113%
FPF
17
First Pacific Financial
Washington
$502K +$11.2K +171 +2%
FPAS
18
Focus Partners Advisor Solutions
Missouri
$376K +$362K +5,537 New
OIA
19
OneDigital Investment Advisors
Kansas
$315K +$35.5K +543 +13%
GAM
20
Gemmer Asset Management
California
$299K +$784 +12 +0.3%
NA
21
NewEdge Advisors
Louisiana
$234K +$225K +3,443 New
Bank of America
22
Bank of America
North Carolina
$106K +$64.6K +989 +172%
TFM
23
TFC Financial Management
Massachusetts
$88.2K +$84.8K +1,299 New
Osaic Holdings
24
Osaic Holdings
Arizona
$76.7K +$73.8K +1,130 New
HI
25
Harbour Investments
Wisconsin
$47.3K +$28.6K +438 +169%
1
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CVLC Hedge Fund Activity: Q2 2024 in Review

26 of the 6,924 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.