Calvert US Mid-Cap Core Responsible Index ETF
CVMC
13 hedge funds and large institutions have $46.8M invested in Calvert US Mid-Cap Core Responsible Index ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
37% more capital invested
Capital invested by funds: $34.2M → $46.8M (+$12.7M)
30% more funds holding
Funds holding: 10 → 13 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.05% less ownership
Funds ownership: 85.24% → 85.19% (-0.05%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$5.23M |
| 2 |
HWA
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
+$1.42M |
| 3 |
FPF
First Pacific Financial
Vancouver,
Washington
|
+$1.34M |
| 4 |
Goldman Sachs
New York
|
+$721K |
| 5 |
CCM
Colorado Capital Management
Boulder,
Colorado
|
+$352K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFP
Sandbox Financial Partners
Bethesda,
Maryland
|
-$48.8K |
CVMC Hedge Fund Activity: Q1 2024 in Review
13 of the 6,959 institutional investors tracked by Wall St. Rank reported a position in Calvert US Mid-Cap Core Responsible Index ETF (CVMC) for Q1 2024, worth a combined $46.8M — up 37% from $34.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CVMC positions and 0 closed out — a net gain of 3 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $5.23M. The largest seller was Sandbox Financial Partners, cutting an estimated $48.8K.
- 13 institutional investors held Calvert US Mid-Cap Core Responsible Index ETF (CVMC) as of Q1 2024, up from 10 in Q4 2023.
- Funds reported $46.8M of Calvert US Mid-Cap Core Responsible Index ETF stock for Q1 2024, up 37% quarter-over-quarter.
- 3 funds opened new Calvert US Mid-Cap Core Responsible Index ETF positions in Q1 2024 and 0 closed out, a net change of +3 holders.
- The largest Calvert US Mid-Cap Core Responsible Index ETF buyer in Q1 2024 was Financial Engines Advisors, an estimated $5.23M added.
- The largest Calvert US Mid-Cap Core Responsible Index ETF seller in Q1 2024 was Sandbox Financial Partners, an estimated $48.8K sold.
Based on aggregated 13F filings for Q1 2024.