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Calvert US Mid-Cap Core Responsible Index ETF

43 hedge funds and large institutions have $66.9M invested in Calvert US Mid-Cap Core Responsible Index ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

26% more funds holding

Funds holding: 3443 (+9)

5% more capital invested

Capital invested by funds: $63.5M → $66.9M (+$3.35M)

2.8% less ownership

Funds ownership: 80.03%77.24% (-2.8%)

Holders
43
Holders Change
+9
Holders Change %
+26.47%
% of All Funds
0.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
13
Increased
15
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Modern Wealth Management
Kansas
$287K
PSCM
27
Per Stirling Capital Management
Texas
$244K +$243K +3,807 New
CWM
28
Collaborative Wealth Management
Florida
$224K -$127 -2 -0.1%
LPL Financial
29
LPL Financial
California
$201K -$135K -2,126 -40%
VNA
30
Valley National Advisers
Pennsylvania
$110K +$7.71K +121 +8%
Osaic Holdings
31
Osaic Holdings
Arizona
$105K +$14K +219 +16%
KAS
32
Kestra Advisory Services
Texas
$60.6K +$60.2K +945 New
TCM
33
Triumph Capital Management
Colorado
$52.9K +$52.6K +825 New
ME
34
McIlrath & Eck
Washington
$46.4K
HI
35
Harbour Investments
Wisconsin
$38K -$16K -251 -30%
MEG
36
Millstone Evans Group
Colorado
$33.1K +$32.9K +516 New
CH
37
CDKV Holdings
Colorado
$30.5K +$30.3K +476 New
HWA
38
Heritage Wealth Advisors
Virginia
$16.9K -$2.23K -35 -12%
US Bancorp
39
US Bancorp
Minnesota
$9.62K
FFA
40
Founders Financial Alliance
North Carolina
$7.63K
RF
41
Rossby Financial
Florida
$4.96K +$4.91K +77 New
EW
42
Elyxium Wealth
California
$2.19K +$2.17K +34 New
GWM
43
Geneos Wealth Management
Colorado
$1.28K
RWM
44
RMG Wealth Management
Wisconsin
-$190K -2,969 Closed
GWSG
45
GPS Wealth Strategies Group
Colorado
-$124K -1,953 Closed
PS
46
Principal Securities
Iowa
-$25.8K -407 Closed
AAS
47
Ameritas Advisory Services
Nebraska
-$3.58K -56 Closed

CVMC Hedge Fund Activity: Q4 2025 in Review

43 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Calvert US Mid-Cap Core Responsible Index ETF (CVMC) for Q4 2025, worth a combined $66.9M — up 5.3% from $63.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CVMC positions and 4 closed out — a net gain of 9 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.73M. The largest seller was Morgan Stanley, cutting an estimated $5.5M.

  • 43 institutional investors held Calvert US Mid-Cap Core Responsible Index ETF (CVMC) as of Q4 2025, up from 34 in Q3 2025.
  • Funds reported $66.9M of Calvert US Mid-Cap Core Responsible Index ETF stock for Q4 2025, up 5.3% quarter-over-quarter.
  • 13 funds opened new Calvert US Mid-Cap Core Responsible Index ETF positions in Q4 2025 and 4 closed out, a net change of +9 holders.
  • The largest Calvert US Mid-Cap Core Responsible Index ETF buyer in Q4 2025 was Citadel Advisors, an estimated $2.73M added.
  • The largest Calvert US Mid-Cap Core Responsible Index ETF seller in Q4 2025 was Morgan Stanley, an estimated $5.5M sold.

Based on aggregated 13F filings for Q4 2025.