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Calvert US Large-Cap Core Responsible Index ETF
CVLC

57 hedge funds and large institutions have $496M invested in Calvert US Large-Cap Core Responsible Index ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

150% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 12

28% more capital invested

Capital invested by funds: $386M → $496M (+$110M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

14% more funds holding

Funds holding: 50 → 57 (+7)

4.74% more ownership

Funds ownership: 78.18% → 82.92% (+4.7%)

Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
0.75%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
9
Increased
30
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WANY
Wealthspire Advisors (New York)
New York
+$41.1M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$22M
3
JAA
Joel Adams & Associates
North Carolina
+$4.28M
4
GEM
Global Endowment Management
North Carolina
+$3.36M
5
LAMNM
Longview Asset Management (New Mexico)
New Mexico
+$1.55M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$696K
2
NI
Natural Investments
California
-$362K
3
Citadel Advisors
Citadel Advisors
Florida
-$318K
4
OBWP
O'Brien Wealth Partners
Massachusetts
-$254K
5
TAM
Trillium Asset Management
Massachusetts
-$160K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIF
1
State Insurance Fund
New York
$221M – – –
WANY
2
Wealthspire Advisors (New York)
New York
$58.6M +$41.1M +519,096 +263%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$45.2M +$1.41M +17,817 +3%
Ameriprise
4
Ameriprise
Minnesota
$26.8M -$696K -8,792 -3%
OBWP
5
O'Brien Wealth Partners
Massachusetts
$22.8M -$254K -3,205 -1%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$22.8M +$22M +278,341 New
OAJ
7
Ogorek Anthony Joseph
New York
$15.8M +$19.5K +246 +0.1%
RF
8
Rossby Financial
Florida
$13.3M +$1.31M +16,492 +11%
LAMNM
9
Longview Asset Management (New Mexico)
New Mexico
$7.5M +$1.55M +19,547 +27%
Raymond James Financial
10
Raymond James Financial
Florida
$7.46M +$505K +6,377 +8%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$5.3M +$1.28M +16,161 +33%
JAA
12
Joel Adams & Associates
North Carolina
$4.42M +$4.28M +54,042 New
SFP
13
Sandbox Financial Partners
Maryland
$3.59M +$368K +4,646 +12%
GEM
14
Global Endowment Management
North Carolina
$3.48M +$3.36M +42,446 New
Creative Planning
15
Creative Planning
Kansas
$3.35M – – –
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$3.24M +$231K +2,911 +8%
RP
17
Riverwater Partners
Wisconsin
$3.04M +$560K +7,072 +24%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$2.26M +$17.1K +216 +0.8%
FC
19
Fulcrum Capital
Washington
$2.05M +$24.3K +307 +1%
TAM
20
Trillium Asset Management
Massachusetts
$1.87M -$160K -2,018 -8%
MWM
21
Modern Wealth Management
Kansas
$1.85M +$82.5K +1,042 +5%
RIM
22
RW Investment Management
Idaho
$1.7M -$5.62K -71 -0.3%
SA
23
Skyline Advisors
Washington
$1.61M +$39.8K +502 +3%
PFA
24
Pathway Financial Advisors
Vermont
$1.6M +$597K +7,543 +63%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.39M +$1.1M +13,885 +450%
1
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CVLC Hedge Fund Activity: Q3 2025 in Review

57 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Calvert US Large-Cap Core Responsible Index ETF (CVLC) for Q3 2025, worth a combined $496M — up 28% from $386M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CVLC positions and 2 closed out — a net gain of 7 holders — while 30 added to existing stakes and 12 trimmed.

The largest buyer was Wealthspire Advisors (New York), adding an estimated $41.1M. The largest seller was Ameriprise, cutting an estimated $696K.

  • 57 institutional investors held Calvert US Large-Cap Core Responsible Index ETF (CVLC) as of Q3 2025, up from 50 in Q2 2025.
  • Funds reported $496M of Calvert US Large-Cap Core Responsible Index ETF stock for Q3 2025, up 28% quarter-over-quarter.
  • 9 funds opened new Calvert US Large-Cap Core Responsible Index ETF positions in Q3 2025 and 2 closed out, a net change of +7 holders.
  • The largest Calvert US Large-Cap Core Responsible Index ETF buyer in Q3 2025 was Wealthspire Advisors (New York), an estimated $41.1M added.
  • The largest Calvert US Large-Cap Core Responsible Index ETF seller in Q3 2025 was Ameriprise, an estimated $696K sold.

Based on aggregated 13F filings for Q3 2025.