Calvert US Mid-Cap Core Responsible Index ETF
CVMC
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.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
122% more capital inflows, than outflows
Capital inflows: $11.8M | Capital outflows: $5.32M
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
28% more funds holding
Funds holding: 18 → 23 (+5)
9.58% more ownership
Funds ownership: 77.15% → 86.73% (+9.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$633K |
| 2 |
First Pacific Financial
Vancouver,
Washington
|
+$495K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$273K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$227K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$80.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.18M |
| 2 |
Goldman Sachs
New York
|
-$1.51M |
| 3 |
Morgan Stanley
New York
|
-$1.17M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
-$263K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$126K |
CVMC Hedge Fund Activity: Q4 2024 in Review
23 of the 7,623 institutional investors tracked by Wall St. Rank reported a position in Calvert US Mid-Cap Core Responsible Index ETF (CVMC) for Q4 2024, worth a combined $56.7M — up 11% from $51M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CVMC positions and 2 closed out — a net gain of 5 holders — while 8 added to existing stakes and 5 trimmed.
The largest buyer was Creative Planning, opening a new position worth an estimated $633K. The largest seller was Jane Street, exiting entirely with an estimated $2.18M sold.
- 23 institutional investors held Calvert US Mid-Cap Core Responsible Index ETF (CVMC) as of Q4 2024, up from 18 in Q3 2024.
- Funds reported $56.7M of Calvert US Mid-Cap Core Responsible Index ETF stock for Q4 2024, up 11% quarter-over-quarter.
- 7 funds opened new Calvert US Mid-Cap Core Responsible Index ETF positions in Q4 2024 and 2 closed out, a net change of +5 holders.
- The largest Calvert US Mid-Cap Core Responsible Index ETF buyer in Q4 2024 was Creative Planning, an estimated $633K added.
- The largest Calvert US Mid-Cap Core Responsible Index ETF seller in Q4 2024 was Jane Street, an estimated $2.18M sold.
Based on aggregated 13F filings for Q4 2024.