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Calvert US Mid-Cap Core Responsible Index ETF
CVMC

4 hedge funds and large institutions have $19.9M invested in Calvert US Mid-Cap Core Responsible Index ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding

Funds holding: 3 → 4 (+1)

4% less capital invested

Capital invested by funds: $20.7M → $19.9M (-$798K)

6.81% less ownership

Funds ownership: 90.6% → 83.79% (-6.8%)

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCM
Colorado Capital Management
Colorado
+$469K
2
SFP
Sandbox Financial Partners
Maryland
+$97.2K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19M – – –
SFP
2
Sandbox Financial Partners
Maryland
$456K +$97.2K +1,933 +25%
CCM
3
Colorado Capital Management
Colorado
$444K +$469K +9,327 New
CB
4
Community Bank
New York
$1.9K – – –

CVMC Hedge Fund Activity: Q3 2023 in Review

4 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Calvert US Mid-Cap Core Responsible Index ETF (CVMC) for Q3 2023, worth a combined $19.9M — down 3.8% from $20.7M a quarter earlier.

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

The largest buyer was Colorado Capital Management, opening a new position worth an estimated $469K.

  • 4 institutional investors held Calvert US Mid-Cap Core Responsible Index ETF (CVMC) as of Q3 2023, up from 3 in Q2 2023.
  • Funds reported $19.9M of Calvert US Mid-Cap Core Responsible Index ETF stock for Q3 2023, down 3.8% quarter-over-quarter.
  • 1 fund opened new Calvert US Mid-Cap Core Responsible Index ETF positions in Q3 2023 and 0 closed out, a net change of +1 holder.
  • The largest Calvert US Mid-Cap Core Responsible Index ETF buyer in Q3 2023 was Colorado Capital Management, an estimated $469K added.

Based on aggregated 13F filings for Q3 2023.