Calvert US Mid-Cap Core Responsible Index ETF
CVMC
10 hedge funds and large institutions have $55.5M invested in Calvert US Mid-Cap Core Responsible Index ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
179% more capital invested
Capital invested by funds: $19.9M → $55.5M (+$35.6M)
150% more funds holding
Funds holding: 4 → 10 (+6)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
54.79% more ownership
Funds ownership: 83.79% → 138.58% (+55%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$19.4M |
| 2 |
FPF
First Pacific Financial
Vancouver,
Washington
|
+$8.78M |
| 3 |
Jane Street
New York
|
+$1.2M |
| 4 |
CCM
Colorado Capital Management
Boulder,
Colorado
|
+$609K |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$186K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFP
Sandbox Financial Partners
Bethesda,
Maryland
|
-$91.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $42.7M | +$19.4M | +400,000 | +100% |
|
|
FPF
2
First Pacific Financial
Vancouver,
Washington
| $9.66M | +$8.78M | +180,689 | New |
|
|
3
Jane Street
New York
| $1.32M | +$1.2M | +24,699 | New |
|
|
CCM
4
Colorado Capital Management
Boulder,
Colorado
| $1.17M | +$609K | +12,536 | +134% |
|
|
SFP
5
Sandbox Financial Partners
Bethesda,
Maryland
| $411K | -$91.9K | -1,892 | -20% |
|
|
6
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $205K | +$186K | +3,837 | New |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $16.6K | +$15.1K | +310 | New |
|
8
US Bancorp
Minneapolis,
Minnesota
| $8.02K | +$7.29K | +150 | New |
|
|
HI
9
Harbour Investments
Madison,
Wisconsin
| $2.56K | +$2.33K | +48 | New |
|
|
CB
10
Community Bank
Dewitt,
New York
| $2.14K | – | – | – |
|
CVMC Hedge Fund Activity: Q4 2023 in Review
10 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Calvert US Mid-Cap Core Responsible Index ETF (CVMC) for Q4 2023, worth a combined $55.5M — up 179% from $19.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CVMC positions and 0 closed out — a net gain of 6 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $19.4M. The largest seller was Sandbox Financial Partners, cutting an estimated $91.9K.
- 10 institutional investors held Calvert US Mid-Cap Core Responsible Index ETF (CVMC) as of Q4 2023, up from 4 in Q3 2023.
- Funds reported $55.5M of Calvert US Mid-Cap Core Responsible Index ETF stock for Q4 2023, up 179% quarter-over-quarter.
- 6 funds opened new Calvert US Mid-Cap Core Responsible Index ETF positions in Q4 2023 and 0 closed out, a net change of +6 holders.
- The largest Calvert US Mid-Cap Core Responsible Index ETF buyer in Q4 2023 was Morgan Stanley, an estimated $19.4M added.
- The largest Calvert US Mid-Cap Core Responsible Index ETF seller in Q4 2023 was Sandbox Financial Partners, an estimated $91.9K sold.
Based on aggregated 13F filings for Q4 2023.