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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

100% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 18

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

1% more funds holding

Funds holding: 7374 (+1)

5% less capital invested

Capital invested by funds: $548M → $522M (-$25.8M)

5.38% less ownership

Funds ownership: 80.74%75.36% (-5.4%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
0.91%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
9
Increased
36
Reduced
18
Closed
6
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 +$799K +9,519 +1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$44.1M +$116K +1,386 +0.3%
Ameriprise
4
Ameriprise
Minnesota
$24M -$1.36M -16,177 -5%
RF
5
Rossby Financial
Florida
$17.7M +$3.79M +45,174 +26%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$17.2M -$5.28M -62,863 -23%
OAJ
7
Ogorek Anthony Joseph
New York
$15.5M +$29.5K +351 +0.2%
EWA
8
EP Wealth Advisors
California
$10M +$10.5M +124,951 New
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$8.95M +$5.69M +67,860 +155%
Raymond James Financial
10
Raymond James Financial
Florida
$8.73M +$1.1M +13,066 +14%
JAA
11
Joel Adams & Associates
North Carolina
$7.82M +$1.32M +15,726 +19%
NBWM
12
North Berkeley Wealth Management
California
$6.79M +$5.13M +61,093 +257%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$6.07M +$560K +6,675 +10%
SPA
14
Sound Portfolio Advisors
Connecticut
$5.5M +$9.57K +114 +0.2%
MWM
15
Modern Wealth Management
Kansas
$5M +$2.84M +33,823 +120%
GEM
16
Global Endowment Management
North Carolina
$4.94M +$1.64M +19,591 +47%
RP
17
Riverwater Partners
Wisconsin
$4.67M +$674K +8,034 +16%
FT
18
Fiduciary Trust
Massachusetts
$4.09M +$739K +8,803 +21%
Creative Planning
19
Creative Planning
Kansas
$3.99M +$891K +10,612 +27%
AI
20
Atria Investments
North Carolina
$3.61M +$3.78M +45,094 New
SFP
21
Sandbox Financial Partners
Maryland
$3.53M -$67.9K -809 -2%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$3M +$172K +2,053 +6%
TAM
23
Trillium Asset Management
Massachusetts
$2.68M +$41.4K +493 +1%
BPA
24
Beacon Pointe Advisors
California
$2.47M +$2.59M +30,904 New
HighTower Advisors
25
HighTower Advisors
Illinois
$2.47M +$1.16M +13,877 +82%