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Calvert US Mid-Cap Core Responsible Index ETF

32 hedge funds and large institutions have $59.5M invested in Calvert US Mid-Cap Core Responsible Index ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
32
Holders Change
Holders Change %
0%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
12
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21.6M 356,159 -1,016 -0.3%
FPF
2
First Pacific Financial
Washington
$13.1M 215,462 +26,920 +14%
Financial Engines Advisors
3
Financial Engines Advisors
California
$5.92M 97,492 -6,849 -7%
LAMNM
4
Longview Asset Management (New Mexico)
New Mexico
$4.89M 80,580 +10,257 +15%
AIM
5
Archer Investment Management
Texas
$3.09M 50,889 -14,941 -23%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$1.64M 26,949 +26,949 New
AIP
7
Ameritas Investment Partners
Nebraska
$1.27M 20,895 +20,895 New
CCM
8
Colorado Capital Management
Colorado
$1.09M 17,966 -3,949 -18%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$997K 16,425 +12,901 +366%
Goldman Sachs
10
Goldman Sachs
New York
$627K 10,328 -5,397 -34%
Creative Planning
11
Creative Planning
Kansas
$627K 10,326
BP
12
BBR Partners
New York
$534K 8,796 +8,796 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$472K 7,777 +959 +14%
SFP
14
Sandbox Financial Partners
Maryland
$384K 6,326 +17 +0.3%
NI
15
Natural Investments
California
$370K 6,097 +14 +0.2%
PAG
16
Private Advisor Group
New Jersey
$358K 5,895 -490 -8%
LPL Financial
17
LPL Financial
California
$322K 5,304 +5,304 New
JSW
18
Journey Strategic Wealth
New Jersey
$311K 5,126 -126 -2%
MWM
19
Modern Wealth Management
Kansas
$305K 5,022 +5,022 New
Mariner
20
Mariner
Kansas
$275K 4,530 -2 -0%
MCC
21
Money Concepts Capital
Florida
$270K 4,440 +492 +12%
CWM
22
Collaborative Wealth Management
Florida
$267K 4,404 -651 -13%
RWM
23
RMG Wealth Management
Wisconsin
$204K 3,318 +3,318 New
UBS Group
24
UBS Group
Switzerland
$177K 2,923 -1,234 -30%
Osaic Holdings
25
Osaic Holdings
Arizona
$134K 2,244 +2 +0.1%