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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$7.29M |
| 2 |
NBWM
North Berkeley Wealth Management
Berkeley,
California
|
+$1.88M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$735K |
| 4 |
NI
Natural Investments
Windsor,
California
|
+$601K |
| 5 |
SFP
Sandbox Financial Partners
Bethesda,
Maryland
|
+$577K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.28M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.75M |
| 3 |
AIM
Archer Investment Management
Austin,
Texas
|
-$1.95M |
| 4 |
BP
BBR Partners
New York
|
-$564K |
| 5 |
MBT
Montecito Bank & Trust
Santa Barbara,
California
|
-$471K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
US Bancorp
Minneapolis,
Minnesota
| – | -$9.62K | -150 | Closed |
|
|
EW
52
Elyxium Wealth
San Mateo,
California
| – | -$2.19K | -34 | Closed |
|
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.