CVMC icon

Calvert US Mid-Cap Core Responsible Index ETF
CVMC

35 hedge funds and large institutions have $63.6M invested in Calvert US Mid-Cap Core Responsible Index ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Upgrade to unlock
New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding: →

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.59% less ownership

Funds ownership: 81.69% → 80.1% (-1.6%)

Holders
35
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$1.45M
2
+$1.23M
3
+$851K
4
BWP
BSW Wealth Partners
Colorado
+$301K
5
Financial Engines Advisors
Financial Engines Advisors
California
+$248K

Top Sellers

1
-$1.58M
2
-$627K
3
-$418K
4
NI
Natural Investments
California
-$370K
5
UBS Group
UBS Group
Switzerland
-$177K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$89.5K
HI
27
Harbour Investments
Wisconsin
$53.5K
TCM
28
Triumph Capital Management
Colorado
$52.4K
ME
29
McIlrath & Eck
Washington
$46K
PS
30
Principal Securities
Iowa
$25.8K
HWA
31
Heritage Wealth Advisors
Virginia
$19K
US Bancorp
32
US Bancorp
Minnesota
$9.52K
FFA
33
Founders Financial Alliance
North Carolina
$7.56K
AAS
34
Ameritas Advisory Services
Nebraska
$3.58K
GWM
35
Geneos Wealth Management
Colorado
$1.27K
Goldman Sachs
36
Goldman Sachs
New York
–
NI
37
Natural Investments
California
–
UBS Group
38
UBS Group
Switzerland
–
1
2