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Calvert US Mid-Cap Core Responsible Index ETF

3 hedge funds and large institutions have $20.7M invested in Calvert US Mid-Cap Core Responsible Index ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding

Funds holding: 23 (+1)

6% more capital invested

Capital invested by funds: $19.5M → $20.7M (+$1.2M)

1.7% more ownership

Funds ownership: 88.9%90.6% (+1.7%)

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
SFP
Sandbox Financial Partners
Maryland
+$370K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$20.3M
SFP
2
Sandbox Financial Partners
Maryland
$389K +$370K +7,648 New
CB
3
Community Bank
New York
$2.03K

CVMC Hedge Fund Activity: Q2 2023 in Review

3 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Calvert US Mid-Cap Core Responsible Index ETF (CVMC) for Q2 2023, worth a combined $20.7M — up 6.1% from $19.5M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new CVMC positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Sandbox Financial Partners, opening a new position worth an estimated $370K.

  • 3 institutional investors held Calvert US Mid-Cap Core Responsible Index ETF (CVMC) as of Q2 2023, up from 2 in Q1 2023.
  • Funds reported $20.7M of Calvert US Mid-Cap Core Responsible Index ETF stock for Q2 2023, up 6.1% quarter-over-quarter.
  • 1 fund opened new Calvert US Mid-Cap Core Responsible Index ETF positions in Q2 2023 and 0 closed out, a net change of +1 holder.
  • The largest Calvert US Mid-Cap Core Responsible Index ETF buyer in Q2 2023 was Sandbox Financial Partners, an estimated $370K added.

Based on aggregated 13F filings for Q2 2023.