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Calvert US Large-Cap Core Responsible Index ETF

58 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 10 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
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
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$45.2M
Ameriprise
4
Ameriprise
Minnesota
$26.8M
OBWP
5
O'Brien Wealth Partners
Massachusetts
$22.8M
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$22.8M
OAJ
7
Ogorek Anthony Joseph
New York
$15.8M
RF
8
Rossby Financial
Florida
$13.3M
LAMNM
9
Longview Asset Management (New Mexico)
New Mexico
$7.5M
Raymond James Financial
10
Raymond James Financial
Florida
$7.46M
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$5.3M
JAA
12
Joel Adams & Associates
North Carolina
$4.42M
SFP
13
Sandbox Financial Partners
Maryland
$3.59M
GEM
14
Global Endowment Management
North Carolina
$3.48M
Creative Planning
15
Creative Planning
Kansas
$3.35M
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$3.24M
RP
17
Riverwater Partners
Wisconsin
$3.04M
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$2.26M
FC
19
Fulcrum Capital
Washington
$2.05M
TAM
20
Trillium Asset Management
Massachusetts
$1.87M
MWM
21
Modern Wealth Management
Kansas
$1.85M
RIM
22
RW Investment Management
Idaho
$1.7M
SA
23
Skyline Advisors
Washington
$1.61M
PFA
24
Pathway Financial Advisors
Vermont
$1.6M
HighTower Advisors
25
HighTower Advisors
Illinois
$1.39M