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Calvert US Large-Cap Core Responsible Index ETF
CVLC

73 hedge funds and large institutions have $548M invested in Calvert US Large-Cap Core Responsible Index ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 15

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

28% more funds holding

Funds holding: 57 → 73 (+16)

10% more capital invested

Capital invested by funds: $496M → $548M (+$51.9M)

2.18% less ownership

Funds ownership: 82.92% → 80.74% (-2.2%)

Holders
73
Holders Change
+16
Holders Change %
+28.07%
% of All Funds
0.89%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
18
Increased
30
Reduced
15
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LA
Legacy Advisors
Pennsylvania
+$9.64M
2
WANY
Wealthspire Advisors (New York)
New York
+$3.64M
3
FT
Fiduciary Trust
Massachusetts
+$3.53M
4
JAA
Joel Adams & Associates
North Carolina
+$2.33M
5
NBWM
North Berkeley Wealth Management
California
+$1.98M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$959K
2
KWA
Kondo Wealth Advisors
California
-$612K
3
VBFP
Valtinson Bruner Financial Planning
Minnesota
-$420K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$354K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$224K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIF
1
State Insurance Fund
New York
$227M – – –
WANY
2
Wealthspire Advisors (New York)
New York
$64M +$3.64M +43,595 +6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$46.3M -$224K -2,689 -0.5%
Ameriprise
4
Ameriprise
Minnesota
$26.6M -$959K -11,492 -4%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$23.4M -$28.8K -345 -0.1%
OBWP
6
O'Brien Wealth Partners
Massachusetts
$23.4M -$39.1K -468 -0.2%
OAJ
7
Ogorek Anthony Joseph
New York
$16.3M +$98.7K +1,183 +0.6%
RF
8
Rossby Financial
Florida
$14.7M +$995K +11,921 +7%
LA
9
Legacy Advisors
Pennsylvania
$9.74M +$9.64M +115,572 New
Raymond James Financial
10
Raymond James Financial
Florida
$8.09M +$411K +4,924 +5%
LAMNM
11
Longview Asset Management (New Mexico)
New Mexico
$7.99M +$270K +3,240 +4%
JAA
12
Joel Adams & Associates
North Carolina
$6.9M +$2.33M +27,884 +52%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$5.83M +$371K +4,446 +7%
SPA
14
Sound Portfolio Advisors
Connecticut
$5.78M +$5.72M +68,556 New
RP
15
Riverwater Partners
Wisconsin
$4.23M +$1.1M +13,160 +35%
SFP
16
Sandbox Financial Partners
Maryland
$3.79M +$89.4K +1,071 +2%
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$3.7M +$1.36M +16,246 +59%
FT
18
Fiduciary Trust
Massachusetts
$3.56M +$3.53M +42,257 New
GEM
19
Global Endowment Management
North Carolina
$3.55M -$28.8K -345 -0.8%
Creative Planning
20
Creative Planning
Kansas
$3.31M -$134K -1,605 -4%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$2.98M -$354K -4,240 -11%
TAM
22
Trillium Asset Management
Massachusetts
$2.77M +$847K +10,156 +45%
MWM
23
Modern Wealth Management
Kansas
$2.37M +$465K +5,574 +25%
FC
24
Fulcrum Capital
Washington
$2.12M +$7.84K +94 +0.4%
NBWM
25
North Berkeley Wealth Management
California
$2M +$1.98M +23,730 New
1
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CVLC Hedge Fund Activity: Q4 2025 in Review

73 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Calvert US Large-Cap Core Responsible Index ETF (CVLC) for Q4 2025, worth a combined $548M — up 10% from $496M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CVLC positions and 1 closed out — a net gain of 17 holders — while 30 added to existing stakes and 15 trimmed.

The largest buyer was Legacy Advisors, opening a new position worth an estimated $9.64M. The largest seller was Ameriprise, cutting an estimated $959K.

  • 73 institutional investors held Calvert US Large-Cap Core Responsible Index ETF (CVLC) as of Q4 2025, up from 57 in Q3 2025.
  • Funds reported $548M of Calvert US Large-Cap Core Responsible Index ETF stock for Q4 2025, up 10% quarter-over-quarter.
  • 18 funds opened new Calvert US Large-Cap Core Responsible Index ETF positions in Q4 2025 and 1 closed out, a net change of +17 holders.
  • The largest Calvert US Large-Cap Core Responsible Index ETF buyer in Q4 2025 was Legacy Advisors, an estimated $9.64M added.
  • The largest Calvert US Large-Cap Core Responsible Index ETF seller in Q4 2025 was Ameriprise, an estimated $959K sold.

Based on aggregated 13F filings for Q4 2025.