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Calvert US Large-Cap Core Responsible Index ETF
CVLC

Overview Fund Activity

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.

Holders
48
Holders Change
+14
Holders Change %
+41.18%
% of All Funds
0.64%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
16
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OAJ
1
Ogorek Anthony Joseph
New York
$20.2M
2
GEM
2
Global Endowment Management
North Carolina
$12.5M
3
Raymond James Financial
3
Raymond James Financial
Florida
$8.22M
4
RF
4
Rossby Financial
Florida
$7.23M
5
Creative Planning
5
Creative Planning
Kansas
$3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$516K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$605K
4
Ameriprise
4
Ameriprise
Minnesota
$18.6M
5
RIM
5
RW Investment Management
Idaho
$1.52M
Name Market Value Shares Shares
Change 		Shares
Change %
SIF
1
State Insurance Fund
New York
$198M 2,697,658 – –
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$37.4M 510,439 +22,549 +5%
OBWP
3
O'Brien Wealth Partners
Massachusetts
$20.5M 279,735 +17,954 +7%
OAJ
4
Ogorek Anthony Joseph
New York
$20.2M 275,066 +273,833 +22,209%
Ameriprise
5
Ameriprise
Minnesota
$18.6M 253,849 -5,635 -2%
GEM
6
Global Endowment Management
North Carolina
$12.5M 169,980 +169,980 New
Raymond James Financial
7
Raymond James Financial
Florida
$8.22M 112,142 +112,142 New
RF
8
Rossby Financial
Florida
$7.23M 98,536 +98,536 New
WWA
9
WCG Wealth Advisors
Nevada
$3.71M 50,526 +434 +0.9%
Creative Planning
10
Creative Planning
Kansas
$3M 40,880 +40,880 New
SFP
11
Sandbox Financial Partners
Maryland
$2.93M 39,936 +55 +0.1%
KWA
12
Kondo Wealth Advisors
California
$2.3M 31,377 +31,377 New
LAMNM
13
Longview Asset Management (New Mexico)
New Mexico
$2.23M 30,386 +30,386 New
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$1.97M 26,870 +26,870 New
TAM
15
Trillium Asset Management
Massachusetts
$1.6M 21,848 +21,848 New
RIM
16
RW Investment Management
Idaho
$1.52M 20,695 -4,495 -18%
SA
17
Sanctuary Advisors
Indiana
$1.47M 19,438 – –
BCI
18
Brinker Capital Investments
Pennsylvania
$1.33M 18,124 -906 -5%
OPS
19
Orion Portfolio Solutions
Nebraska
$1.33M 18,124 -906 -5%
FC
20
Fulcrum Capital
Washington
$1.15M 15,718 +235 +2%
SA
21
Skyline Advisors
Washington
$1.14M 15,599 +15,599 New
RP
22
Riverwater Partners
Wisconsin
$903K 12,311 +12,311 New
PFA
23
Pathway Financial Advisors
Vermont
$879K 11,984 -1,807 -13%
FPF
24
First Pacific Financial
Washington
$705K 9,616 +852 +10%
HighTower Advisors
25
HighTower Advisors
Illinois
$629K 8,576 +8,576 New
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