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Calvert US Large-Cap Core Responsible Index ETF

74 hedge funds and large institutions have $522M invested in Calvert US Large-Cap Core Responsible Index ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
$216M
WANY
2
Wealthspire Advisors (New York)
New York
$61.6M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$44.1M
Ameriprise
4
Ameriprise
Minnesota
$24M
RF
5
Rossby Financial
Florida
$17.7M
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$17.2M
OAJ
7
Ogorek Anthony Joseph
New York
$15.5M
EWA
8
EP Wealth Advisors
California
$10M
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$8.95M
Raymond James Financial
10
Raymond James Financial
Florida
$8.73M
JAA
11
Joel Adams & Associates
North Carolina
$7.82M
NBWM
12
North Berkeley Wealth Management
California
$6.79M
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$6.07M
SPA
14
Sound Portfolio Advisors
Connecticut
$5.5M
MWM
15
Modern Wealth Management
Kansas
$5M
GEM
16
Global Endowment Management
North Carolina
$4.94M
RP
17
Riverwater Partners
Wisconsin
$4.67M
FT
18
Fiduciary Trust
Massachusetts
$4.09M
Creative Planning
19
Creative Planning
Kansas
$3.99M
AI
20
Atria Investments
North Carolina
$3.61M
SFP
21
Sandbox Financial Partners
Maryland
$3.53M
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$3M
TAM
23
Trillium Asset Management
Massachusetts
$2.68M
BPA
24
Beacon Pointe Advisors
California
$2.47M
HighTower Advisors
25
HighTower Advisors
Illinois
$2.47M