We are live on ! Find out more
CVLC icon

Calvert US Large-Cap Core Responsible Index ETF

50 hedge funds and large institutions have $349M invested in Calvert US Large-Cap Core Responsible Index ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

4% more funds holding

Funds holding: 4850 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.42% less ownership

Funds ownership: 83.54%83.12% (-0.42%)

3% less capital invested

Capital invested by funds: $358M → $349M (-$9.07M)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.67%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
21
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIF
1
State Insurance Fund
New York
$186M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$36.5M +$1.43M +19,459 +4%
Ameriprise
3
Ameriprise
Minnesota
$23.2M +$6.08M +82,967 +33%
OAJ
4
Ogorek Anthony Joseph
New York
$19.2M +$227K +3,098 +1%
OBWP
5
O'Brien Wealth Partners
Massachusetts
$19.1M -$170K -2,325 -0.8%
GEM
6
Global Endowment Management
North Carolina
$12.2M +$540K +7,369 +4%
RF
7
Rossby Financial
Florida
$9.21M +$2.7M +36,832 +37%
Raymond James Financial
8
Raymond James Financial
Florida
$7.48M -$266K -3,634 -3%
WWA
9
WCG Wealth Advisors
Nevada
$3.26M -$241K -3,287 -7%
LAMNM
10
Longview Asset Management (New Mexico)
New Mexico
$2.85M +$805K +10,993 +36%
Creative Planning
11
Creative Planning
Kansas
$2.82M
SFP
12
Sandbox Financial Partners
Maryland
$2.73M -$22.3K -304 -0.8%
Citadel Advisors
13
Citadel Advisors
Florida
$2.57M +$2.48M +33,918 +1,006%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$1.87M +$21.8K +298 +1%
KWA
15
Kondo Wealth Advisors
California
$1.7M -$492K -6,716 -21%
TAM
16
Trillium Asset Management
Massachusetts
$1.6M +$103K +1,401 +6%
FC
17
Fulcrum Capital
Washington
$1.55M +$500K +6,830 +43%
RIM
18
RW Investment Management
Idaho
$1.43M
SA
19
Skyline Advisors
Washington
$1.24M +$172K +2,345 +15%
RP
20
Riverwater Partners
Wisconsin
$1.07M +$238K +3,250 +26%
BCI
21
Brinker Capital Investments
Pennsylvania
$1.07M -$190K -2,599 -14%
OPS
22
Orion Portfolio Solutions
Nebraska
$1.07M -$190K -2,599 -14%
HighTower Advisors
23
HighTower Advisors
Illinois
$952K +$384K +5,240 +61%
PFA
24
Pathway Financial Advisors
Vermont
$826K
Mariner
25
Mariner
Kansas
$680K +$190K +2,594 +36%

CVLC Hedge Fund Activity: Q1 2025 in Review

50 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in Calvert US Large-Cap Core Responsible Index ETF (CVLC) for Q1 2025, worth a combined $349M — down 2.5% from $358M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CVLC positions and 3 closed out — a net gain of 2 holders — while 21 added to existing stakes and 13 trimmed.

The largest buyer was Ameriprise, adding an estimated $6.08M. The largest seller was Sanctuary Advisors, exiting entirely with an estimated $1.47M sold.

  • 50 institutional investors held Calvert US Large-Cap Core Responsible Index ETF (CVLC) as of Q1 2025, up from 48 in Q4 2024.
  • Funds reported $349M of Calvert US Large-Cap Core Responsible Index ETF stock for Q1 2025, down 2.5% quarter-over-quarter.
  • 5 funds opened new Calvert US Large-Cap Core Responsible Index ETF positions in Q1 2025 and 3 closed out, a net change of +2 holders.
  • The largest Calvert US Large-Cap Core Responsible Index ETF buyer in Q1 2025 was Ameriprise, an estimated $6.08M added.
  • The largest Calvert US Large-Cap Core Responsible Index ETF seller in Q1 2025 was Sanctuary Advisors, an estimated $1.47M sold.

Based on aggregated 13F filings for Q1 2025.