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Calvert US Large-Cap Core Responsible Index ETF

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
Holders
73
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
$227M
WANY
2
Wealthspire Advisors (New York)
New York
$64M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$46.3M
Ameriprise
4
Ameriprise
Minnesota
$26.6M
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$23.4M
OBWP
6
O'Brien Wealth Partners
Massachusetts
$23.4M
OAJ
7
Ogorek Anthony Joseph
New York
$16.3M
RF
8
Rossby Financial
Florida
$14.7M
LA
9
Legacy Advisors
Pennsylvania
$9.74M
Raymond James Financial
10
Raymond James Financial
Florida
$8.09M
LAMNM
11
Longview Asset Management (New Mexico)
New Mexico
$7.99M
JAA
12
Joel Adams & Associates
North Carolina
$6.9M
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$5.83M
SPA
14
Sound Portfolio Advisors
Connecticut
$5.78M
RP
15
Riverwater Partners
Wisconsin
$4.23M
SFP
16
Sandbox Financial Partners
Maryland
$3.79M
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$3.7M
FT
18
Fiduciary Trust
Massachusetts
$3.56M
GEM
19
Global Endowment Management
North Carolina
$3.55M
Creative Planning
20
Creative Planning
Kansas
$3.31M
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$2.98M
TAM
22
Trillium Asset Management
Massachusetts
$2.77M
MWM
23
Modern Wealth Management
Kansas
$2.37M
FC
24
Fulcrum Capital
Washington
$2.12M
NBWM
25
North Berkeley Wealth Management
California
$2M