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Calvert US Mid-Cap Core Responsible Index ETF
CVMC

44 hedge funds and large institutions have $62.8M invested in Calvert US Mid-Cap Core Responsible Index ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 8

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% more funds holding

Funds holding: 43 → 44 (+1)

1.79% less ownership

Funds ownership: 77.24% → 75.45% (-1.8%)

6% less capital invested

Capital invested by funds: $66.9M → $62.8M (-$4.04M)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
20
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
+$7.29M
2
NBWM
North Berkeley Wealth Management
California
+$1.88M
3
HI
Horizon Investments
North Carolina
+$735K
4
NI
Natural Investments
California
+$601K
5
SFP
Sandbox Financial Partners
Maryland
+$577K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.28M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.75M
3
AIM
Archer Investment Management
Texas
-$1.95M
4
BP
BBR Partners
New York
-$564K
5
MBT
Montecito Bank & Trust
California
-$471K
Name Holding Trade Value Shares
Change 		Change in
Stake
PSCM
26
Per Stirling Capital Management
Texas
$249K +$5.9K +89 +2%
MWM
27
Mission Wealth Management
California
$246K +$255K +3,843 New
CWM
28
Collaborative Wealth Management
Florida
$227K +$3.18K +48 +1%
GAM
29
Gemmer Asset Management
California
$206K +$214K +3,220 New
Osaic Holdings
30
Osaic Holdings
Arizona
$144K +$40.9K +616 +38%
Wells Fargo
31
Wells Fargo
California
$113K +$117K +1,761 New
VNA
32
Valley National Advisers
Pennsylvania
$111K +$1.19K +18 +1%
HI
33
Harbour Investments
Wisconsin
$68.3K +$31.4K +474 +80%
ME
34
McIlrath & Eck
Washington
$55.9K +$9.88K +149 +21%
TCM
35
Triumph Capital Management
Colorado
$52.8K – – –
MEG
36
Millstone Evans Group
Colorado
$33K – – –
CH
37
CDKV Holdings
Colorado
$30.5K – – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$23K +$24.3K +366 New
UBS Group
39
UBS Group
Switzerland
$17.9K +$18.5K +279 New
HWA
40
Heritage Wealth Advisors
Virginia
$15.9K -$1.06K -16 -6%
FFA
41
Founders Financial Alliance
North Carolina
$7.62K – – –
ACA
42
Aptus Capital Advisors
Alabama
$6.4K +$6.63K +100 New
RF
43
Rossby Financial
Florida
$5.01K +$66 +1 +1%
GWM
44
Geneos Wealth Management
Colorado
$1.28K – – –
Citadel Advisors
45
Citadel Advisors
Florida
– -$2.75M -42,831 Closed
BP
46
BBR Partners
New York
– -$564K -8,796 Closed
MBT
47
Montecito Bank & Trust
California
– -$471K -7,345 Closed
MWM
48
Modern Wealth Management
Kansas
– -$287K -4,483 Closed
LPL Financial
49
LPL Financial
California
– -$201K -3,136 Closed
KAS
50
Kestra Advisory Services
Texas
– -$60.6K -945 Closed
1
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CVMC Hedge Fund Activity: Q1 2026 in Review

44 of the 8,133 institutional investors tracked by Wall St. Rank reported a position in Calvert US Mid-Cap Core Responsible Index ETF (CVMC) for Q1 2026, worth a combined $62.8M — down 6% from $66.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CVMC positions and 8 closed out — a net gain of 2 holders — while 20 added to existing stakes and 8 trimmed.

The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $7.29M. The largest seller was Morgan Stanley, cutting an estimated $4.28M.

  • 44 institutional investors held Calvert US Mid-Cap Core Responsible Index ETF (CVMC) as of Q1 2026, up from 43 in Q4 2025.
  • Funds reported $62.8M of Calvert US Mid-Cap Core Responsible Index ETF stock for Q1 2026, down 6% quarter-over-quarter.
  • 10 funds opened new Calvert US Mid-Cap Core Responsible Index ETF positions in Q1 2026 and 8 closed out, a net change of +2 holders.
  • The largest Calvert US Mid-Cap Core Responsible Index ETF buyer in Q1 2026 was EP Wealth Advisors, an estimated $7.29M added.
  • The largest Calvert US Mid-Cap Core Responsible Index ETF seller in Q1 2026 was Morgan Stanley, an estimated $4.28M sold.

Based on aggregated 13F filings for Q1 2026.