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Calvert US Large-Cap Core Responsible Index ETF

34 hedge funds and large institutions have $299M invested in Calvert US Large-Cap Core Responsible Index ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 1 closing their positions.

Holders
34
Holders Change
+8
Holders Change %
+30.77%
% of All Funds
0.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
13
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIF
1
State Insurance Fund
New York
$193M 2,697,658
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$35M 487,890 +66,229 +16%
OBWP
3
O'Brien Wealth Partners
Massachusetts
$18.8M 261,781 -13,005 -5%
Ameriprise
4
Ameriprise
Minnesota
$18.6M 259,484 +100,555 +63%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.56M 91,565 +4,783 +6%
WWA
6
WCG Wealth Advisors
Nevada
$3.59M 50,092 +243 +0.5%
Goldman Sachs
7
Goldman Sachs
New York
$3.59M 50,084 +14,972 +43%
SFP
8
Sandbox Financial Partners
Maryland
$2.86M 39,881 +682 +2%
GFS
9
GYL Financial Synergies
Connecticut
$1.93M 26,974 -410 -1%
RIM
10
RW Investment Management
Idaho
$1.8M 25,190 +15,639 +164%
SA
11
Sanctuary Advisors
Indiana
$1.46M 19,438 +19,438 New
BCI
12
Brinker Capital Investments
Pennsylvania
$1.36M 19,030 -1,605 -8%
OPS
13
Orion Portfolio Solutions
Nebraska
$1.36M 19,030 -1,605 -8%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.29M 17,938 +17,938 New
RJA
15
Raymond James & Associates
Florida
$1.25M 17,476
FC
16
Fulcrum Capital
Washington
$1.11M 15,483 +114 +0.7%
PFA
17
Pathway Financial Advisors
Vermont
$988K 13,791 +13,791 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$756K 10,555 +10,555 New
FPF
19
First Pacific Financial
Washington
$628K 8,764 +1,373 +19%
PWM
20
Perigon Wealth Management
California
$467K 6,518 +6,518 New
PSCM
21
Per Stirling Capital Management
Texas
$439K 6,127 -1,489 -20%
FPAS
22
Focus Partners Advisor Solutions
Missouri
$353K 4,922 -615 -11%
OIA
23
OneDigital Investment Advisors
Kansas
$332K 4,637
GAM
24
Gemmer Asset Management
California
$317K 4,423 +12 +0.3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$229K 3,198 +3,198 New