Calvert US Mid-Cap Core Responsible Index ETF
CVMC
32 hedge funds and large institutions have $53.9M invested in Calvert US Mid-Cap Core Responsible Index ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 0 closing their positions.
39% more funds holding
Funds holding: 23 → 32 (+9)
5% less capital invested
Capital invested by funds: $56.7M → $53.9M (-$2.74M)
4.04% less ownership
Funds ownership: 86.73% → 82.69% (-4%)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$958K |
| 2 |
FPF
First Pacific Financial
Vancouver,
Washington
|
+$754K |
| 3 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$507K |
| 4 |
LAMNM
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
+$454K |
| 5 |
CWM
Collaborative Wealth Management
Lake Mary,
Florida
|
+$302K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.66M |
| 2 |
AIM
Archer Investment Management
Austin,
Texas
|
-$1.39M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$852K |
| 4 |
Goldman Sachs
New York
|
-$575K |
| 5 |
NI
Natural Investments
Windsor,
California
|
-$31.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWSG
26
GPS Wealth Strategies Group
Centennial,
Colorado
| $86.6K | – | – | – |
|
|
HI
27
Harbour Investments
Madison,
Wisconsin
| $61.6K | -$2.33K | -39 | -3% |
|
|
VNA
28
Valley National Advisers
Bethlehem,
Pennsylvania
| $42K | +$44.8K | +750 | New |
|
|
ME
29
McIlrath & Eck
Arlington,
Washington
| $41.1K | +$43.3K | +724 | New |
|
|
HWA
30
Heritage Wealth Advisors
Richmond,
Virginia
| $12.1K | +$12.8K | +214 | New |
|
31
US Bancorp
Minneapolis,
Minnesota
| $8.51K | – | – | – |
|
32
Fidelity Investments
Boston,
Massachusetts
| $57 | +$60 | +1 | New |
|
CVMC Hedge Fund Activity: Q1 2025 in Review
32 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Calvert US Mid-Cap Core Responsible Index ETF (CVMC) for Q1 2025, worth a combined $53.9M — down 4.8% from $56.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CVMC positions and 0 closed out — a net gain of 9 holders — while 9 added to existing stakes and 10 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $958K. The largest seller was Morgan Stanley, cutting an estimated $1.66M.
- 32 institutional investors held Calvert US Mid-Cap Core Responsible Index ETF (CVMC) as of Q1 2025, up from 23 in Q4 2024.
- Funds reported $53.9M of Calvert US Mid-Cap Core Responsible Index ETF stock for Q1 2025, down 4.8% quarter-over-quarter.
- 9 funds opened new Calvert US Mid-Cap Core Responsible Index ETF positions in Q1 2025 and 0 closed out, a net change of +9 holders.
- The largest Calvert US Mid-Cap Core Responsible Index ETF buyer in Q1 2025 was Citadel Advisors, an estimated $958K added.
- The largest Calvert US Mid-Cap Core Responsible Index ETF seller in Q1 2025 was Morgan Stanley, an estimated $1.66M sold.
Based on aggregated 13F filings for Q1 2025.