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, 2 reducing their positions, and closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
30% more funds holding
Funds holding: 10 → 13 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
16% less capital invested
Capital invested by funds: $55.5M → $46.8M (-$8.7M)
53.38% less ownership
Funds ownership: 138.58% → 85.19% (-53%)
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 |
Morgan Stanley
New York
|
-$21.8M |
| 2 |
SFP
Sandbox Financial Partners
Bethesda,
Maryland
|
-$48.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $23.1M | -$21.8M | -400,000 | -50% |
|
|
FPF
2
First Pacific Financial
Vancouver,
Washington
| $11.9M | +$1.34M | +24,591 | +14% |
|
|
3
Financial Engines Advisors
Santa Clara,
California
| $5.56M | +$5.23M | +96,042 | New |
|
4
Jane Street
New York
| $1.65M | +$212K | +3,885 | +16% |
|
|
CCM
5
Colorado Capital Management
Boulder,
Colorado
| $1.64M | +$352K | +6,460 | +30% |
|
|
HWA
6
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| $1.51M | +$1.42M | +26,155 | New |
|
|
7
Goldman Sachs
New York
| $766K | +$721K | +13,238 | New |
|
|
SFP
8
Sandbox Financial Partners
Bethesda,
Maryland
| $393K | -$48.8K | -896 | -12% |
|
9
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $223K | +$436 | +8 | +0.2% |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $32.9K | +$28.4K | +521 | +1,085% |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $17.9K | – | – | – |
|
12
US Bancorp
Minneapolis,
Minnesota
| $8.68K | – | – | – |
|
|
CB
13
Community Bank
Dewitt,
New York
| $2.31K | – | – | – |
|
CVMC Hedge Fund Activity: Q1 2024 in Review
13 of the 6,943 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 — down 16% from $55.5M 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 2 trimmed.
The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $5.23M. The largest seller was Morgan Stanley, cutting an estimated $21.8M.
- 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, down 16% 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 Morgan Stanley, an estimated $21.8M sold.
Based on aggregated 13F filings for Q1 2024.