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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

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $349M → $386M (+$36.7M)

0% more funds holding

Funds holding: 5050 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4.94% less ownership

Funds ownership: 83.12%78.18% (-4.9%)

Holders
50
Holders Change
Holders Change %
0%
% of All Funds
0.66%
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
Change in
Stake
SIF
1
State Insurance Fund
New York
$206M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$40.9M +$340K +4,812 +0.9%
Ameriprise
3
Ameriprise
Minnesota
$25.7M -$78.5K -1,111 -0.3%
OBWP
4
O'Brien Wealth Partners
Massachusetts
$21.5M +$292K +4,136 +1%
WANY
5
Wealthspire Advisors (New York)
New York
$15.1M +$13.9M +197,213 New
OAJ
6
Ogorek Anthony Joseph
New York
$14.7M -$6.07M -85,833 -31%
RF
7
Rossby Financial
Florida
$11.1M +$724K +10,240 +8%
Raymond James Financial
8
Raymond James Financial
Florida
$6.48M -$1.68M -23,807 -22%
LAMNM
9
Longview Asset Management (New Mexico)
New Mexico
$5.51M +$2.17M +30,662 +74%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$3.72M +$3.42M +48,441 +35,358%
Creative Planning
11
Creative Planning
Kansas
$3.13M
SFP
12
Sandbox Financial Partners
Maryland
$3M -$27.6K -390 -1%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$2.81M +$2M +28,370 +340%
RP
14
Riverwater Partners
Wisconsin
$2.3M +$1.02M +14,477 +93%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$2.1M +$18.7K +264 +1%
TAM
16
Trillium Asset Management
Massachusetts
$1.9M +$110K +1,559 +7%
FC
17
Fulcrum Capital
Washington
$1.9M +$159K +2,244 +10%
MWM
18
Modern Wealth Management
Kansas
$1.65M +$1.52M +21,526 New
RIM
19
RW Investment Management
Idaho
$1.59M +$6.78K +96 +0.5%
SA
20
Skyline Advisors
Washington
$1.47M +$90.1K +1,275 +7%
KWA
21
Kondo Wealth Advisors
California
$1.41M -$440K -6,222 -25%
BCI
22
Brinker Capital Investments
Pennsylvania
$1.02M -$156K -2,203 -14%
PFA
23
Pathway Financial Advisors
Vermont
$917K
Osaic Holdings
24
Osaic Holdings
Arizona
$773K +$377K +5,340 +112%
Mariner
25
Mariner
Kansas
$752K -$2.4K -34 -0.3%

CVLC Hedge Fund Activity: Q2 2025 in Review

50 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Calvert US Large-Cap Core Responsible Index ETF (CVLC) for Q2 2025, worth a combined $386M — up 10% from $349M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CVLC positions and 5 closed out — a net gain of 1 holder — while 24 added to existing stakes and 13 trimmed.

The largest buyer was Wealthspire Advisors (New York), opening a new position worth an estimated $13.9M. The largest seller was Global Endowment Management, exiting entirely with an estimated $12.2M sold.

  • 50 institutional investors held Calvert US Large-Cap Core Responsible Index ETF (CVLC) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $386M of Calvert US Large-Cap Core Responsible Index ETF stock for Q2 2025, up 10% quarter-over-quarter.
  • 6 funds opened new Calvert US Large-Cap Core Responsible Index ETF positions in Q2 2025 and 5 closed out, a net change of +1 holder.
  • The largest Calvert US Large-Cap Core Responsible Index ETF buyer in Q2 2025 was Wealthspire Advisors (New York), an estimated $13.9M added.
  • The largest Calvert US Large-Cap Core Responsible Index ETF seller in Q2 2025 was Global Endowment Management, an estimated $12.2M sold.

Based on aggregated 13F filings for Q2 2025.