CVMC icon

Calvert US Mid-Cap Core Responsible Index ETF

23 hedge funds and large institutions have $56.7M invested in Calvert US Mid-Cap Core Responsible Index ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
23
Holders Change
+5
Holders Change %
+27.78%
% of All Funds
0.31%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
7
Increased
8
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.9M 384,945 -19,019 -5%
FPF
2
First Pacific Financial
Washington
$10.5M 175,929 +8,081 +5%
Financial Engines Advisors
3
Financial Engines Advisors
California
$5.99M 100,869 -4,289 -4%
AIM
4
Archer Investment Management
Texas
$5.29M 89,018 +89,018 New
LAMNM
5
Longview Asset Management (New Mexico)
New Mexico
$3.73M 62,719 +62,719 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.57M 26,480 -2,048 -7%
Goldman Sachs
7
Goldman Sachs
New York
$1.51M 25,348 -24,634 -49%
CCM
8
Colorado Capital Management
Colorado
$1.33M 22,393 -1,269 -5%
Creative Planning
9
Creative Planning
Kansas
$613K 10,326 +10,326 New
MCM
10
Manchester Capital Management
Vermont
$523K 8,796
NI
11
Natural Investments
California
$392K 6,611 +6,611 New
SFP
12
Sandbox Financial Partners
Maryland
$374K 6,292 +23 +0.4%
PAG
13
Private Advisor Group
New Jersey
$372K 6,269 +511 +9%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$331K 5,565 +1,319 +31%
JSW
15
Journey Strategic Wealth
New Jersey
$323K 5,443 +1,255 +30%
HighTower Advisors
16
HighTower Advisors
Illinois
$265K 4,458 +4,458 New
MWP
17
Meriwether Wealth & Planning
Louisiana
$257K 4,326 +4,326 New
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$220K 3,697 +3,697 New
GWSG
19
GPS Wealth Strategies Group
Colorado
$90.7K 1,527
Osaic Holdings
20
Osaic Holdings
Arizona
$85.3K 1,435 +155 +12%
HI
21
Harbour Investments
Wisconsin
$66.8K 1,125 +165 +17%
UBS Group
22
UBS Group
Switzerland
$17.3K 291 +244 +519%
US Bancorp
23
US Bancorp
Minnesota
$8.91K 150
Jane Street
24
Jane Street
New York
-36,232 Closed
CB
25
Community Bank
New York
-40 Closed