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Calvert US Large-Cap Core Responsible Index ETF

50 hedge funds and large institutions have $386M invested in Calvert US Large-Cap Core Responsible Index ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
Holders Change %
0%
% 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
6
Increased
24
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIF
1
State Insurance Fund
New York
$206M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$40.9M +$368K +4,812 +0.9%
Ameriprise
3
Ameriprise
Minnesota
$25.7M -$85.1K -1,111 -0.3%
OBWP
4
O'Brien Wealth Partners
Massachusetts
$21.5M +$317K +4,136 +1%
WANY
5
Wealthspire Advisors (New York)
New York
$15.1M +$15.1M +197,213 New
OAJ
6
Ogorek Anthony Joseph
New York
$14.7M -$6.57M -85,833 -31%
RF
7
Rossby Financial
Florida
$11.1M +$784K +10,240 +8%
Raymond James Financial
8
Raymond James Financial
Florida
$6.48M -$1.82M -23,807 -22%
LAMNM
9
Longview Asset Management (New Mexico)
New Mexico
$5.51M +$2.35M +30,662 +74%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$3.72M +$3.71M +48,441 +35,358%
Creative Planning
11
Creative Planning
Kansas
$3.13M
SFP
12
Sandbox Financial Partners
Maryland
$3M -$29.9K -390 -1%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$2.81M +$2.17M +28,370 +340%
RP
14
Riverwater Partners
Wisconsin
$2.3M +$1.11M +14,477 +93%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$2.1M +$20.2K +264 +1%
TAM
16
Trillium Asset Management
Massachusetts
$1.9M +$119K +1,559 +7%
FC
17
Fulcrum Capital
Washington
$1.9M +$172K +2,244 +10%
MWM
18
Modern Wealth Management
Kansas
$1.65M +$1.65M +21,526 New
RIM
19
RW Investment Management
Idaho
$1.59M +$7.35K +96 +0.5%
SA
20
Skyline Advisors
Washington
$1.47M +$97.6K +1,275 +7%
KWA
21
Kondo Wealth Advisors
California
$1.41M -$477K -6,222 -25%
BCI
22
Brinker Capital Investments
Pennsylvania
$1.02M -$169K -2,203 -14%
PFA
23
Pathway Financial Advisors
Vermont
$917K
Mariner
24
Mariner
Kansas
$752K -$2.6K -34 -0.3%
VBFP
25
Valtinson Bruner Financial Planning
Minnesota
$628K +$628K +8,211 New