Calvert US Large-Cap Core Responsible Index ETF
CVLC
48 hedge funds and large institutions have $358M invested in Calvert US Large-Cap Core Responsible Index ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 2 closing their positions.
850% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 2
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
100% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 8
41% more funds holding
Funds holding: 34 → 48 (+14)
20% more capital invested
Capital invested by funds: $299M → $358M (+$59.4M)
2.49% more ownership
Funds ownership: 81.06% → 83.54% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
+$20.2M |
| 2 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
+$12.5M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$3.01M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$1.98M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$3.17M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$756K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$714K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$416K |
| 5 |
RIM
RW Investment Management
Eagle,
Idaho
|
-$332K |
CVLC Hedge Fund Activity: Q4 2024 in Review
48 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Calvert US Large-Cap Core Responsible Index ETF (CVLC) for Q4 2024, worth a combined $358M — up 20% from $299M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new CVLC positions and 2 closed out — a net gain of 17 holders — while 16 added to existing stakes and 8 trimmed.
The largest buyer was Ogorek Anthony Joseph, adding an estimated $20.2M. The largest seller was Goldman Sachs, cutting an estimated $3.17M.
- 48 institutional investors held Calvert US Large-Cap Core Responsible Index ETF (CVLC) as of Q4 2024, up from 34 in Q3 2024.
- Funds reported $358M of Calvert US Large-Cap Core Responsible Index ETF stock for Q4 2024, up 20% quarter-over-quarter.
- 19 funds opened new Calvert US Large-Cap Core Responsible Index ETF positions in Q4 2024 and 2 closed out, a net change of +17 holders.
- The largest Calvert US Large-Cap Core Responsible Index ETF buyer in Q4 2024 was Ogorek Anthony Joseph, an estimated $20.2M added.
- The largest Calvert US Large-Cap Core Responsible Index ETF seller in Q4 2024 was Goldman Sachs, an estimated $3.17M sold.
Based on aggregated 13F filings for Q4 2024.