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Calvert US Mid-Cap Core Responsible Index ETF

32 hedge funds and large institutions have $53.9M invested in Calvert US Mid-Cap Core Responsible Index ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+9
Holders Change %
+39.13%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
9
Increased
9
Reduced
10
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20.3M -$1.58M -27,770 -7%
FPF
2
First Pacific Financial
Washington
$10.7M +$715K +12,613 +7%
Financial Engines Advisors
3
Financial Engines Advisors
California
$5.92M +$197K +3,472 +3%
LAMNM
4
Longview Asset Management (New Mexico)
New Mexico
$3.99M +$431K +7,604 +12%
AIM
5
Archer Investment Management
Texas
$3.73M -$1.32M -23,188 -26%
CCM
6
Colorado Capital Management
Colorado
$1.24M -$27.1K -478 -2%
Citadel Advisors
7
Citadel Advisors
Florida
$909K +$909K +16,033 New
Goldman Sachs
8
Goldman Sachs
New York
$892K -$546K -9,623 -38%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$693K -$809K -14,258 -54%
Creative Planning
10
Creative Planning
Kansas
$586K
MCM
11
Manchester Capital Management
Vermont
$499K
PCIA
12
Prime Capital Investment Advisors
Kansas
$481K +$481K +8,480 New
HighTower Advisors
13
HighTower Advisors
Illinois
$480K +$227K +4,001 +90%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$387K +$71.1K +1,253 +23%
PAG
15
Private Advisor Group
New Jersey
$362K +$6.58K +116 +2%
SFP
16
Sandbox Financial Partners
Maryland
$358K +$964 +17 +0.3%
NI
17
Natural Investments
California
$345K -$29.9K -528 -8%
JSW
18
Journey Strategic Wealth
New Jersey
$298K -$10.8K -191 -4%
CWM
19
Collaborative Wealth Management
Florida
$287K +$287K +5,055 New
Mariner
20
Mariner
Kansas
$257K +$257K +4,532 New
UBS Group
21
UBS Group
Switzerland
$236K +$219K +3,866 +1,329%
MWP
22
Meriwether Wealth & Planning
Louisiana
$225K -$20.3K -357 -8%
MCC
23
Money Concepts Capital
Florida
$224K +$224K +3,948 New
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$200K -$9.82K -173 -5%
Osaic Holdings
25
Osaic Holdings
Arizona
$127K +$45.8K +807 +56%