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Calvert US Mid-Cap Core Responsible Index ETF

32 hedge funds and large institutions have $59.5M invested in Calvert US Mid-Cap Core Responsible Index ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $53.9M → $59.5M (+$5.57M)

0% more funds holding

Funds holding: 3232 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

1% less ownership

Funds ownership: 82.69%81.69% (-1%)

Holders
32
Holders Change
Holders Change %
0%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
11
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21.6M -$58.2K -1,016 -0.3%
FPF
2
First Pacific Financial
Washington
$13.1M +$1.54M +26,920 +14%
Financial Engines Advisors
3
Financial Engines Advisors
California
$5.92M -$393K -6,849 -7%
LAMNM
4
Longview Asset Management (New Mexico)
New Mexico
$4.89M +$588K +10,257 +15%
AIM
5
Archer Investment Management
Texas
$3.09M -$856K -14,941 -23%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$1.64M +$1.54M +26,949 New
AIP
7
Ameritas Investment Partners
Nebraska
$1.27M +$1.2M +20,895 New
CCM
8
Colorado Capital Management
Colorado
$1.09M -$226K -3,949 -18%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$997K +$739K +12,901 +366%
Goldman Sachs
10
Goldman Sachs
New York
$627K -$309K -5,397 -34%
Creative Planning
11
Creative Planning
Kansas
$627K
BP
12
BBR Partners
New York
$534K +$504K +8,796 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$472K +$55K +959 +14%
SFP
14
Sandbox Financial Partners
Maryland
$384K +$974 +17 +0.3%
NI
15
Natural Investments
California
$370K +$802 +14 +0.2%
PAG
16
Private Advisor Group
New Jersey
$358K -$28.1K -490 -8%
LPL Financial
17
LPL Financial
California
$322K +$304K +5,304 New
JSW
18
Journey Strategic Wealth
New Jersey
$311K -$7.22K -126 -2%
MWM
19
Modern Wealth Management
Kansas
$305K +$288K +5,022 New
Mariner
20
Mariner
Kansas
$275K -$115 -2 -0%
MCC
21
Money Concepts Capital
Florida
$270K +$28.2K +492 +12%
CWM
22
Collaborative Wealth Management
Florida
$267K -$37.3K -651 -13%
RWM
23
RMG Wealth Management
Wisconsin
$204K +$190K +3,318 New
UBS Group
24
UBS Group
Switzerland
$177K -$70.7K -1,234 -30%
GWSG
25
GPS Wealth Strategies Group
Colorado
$119K +$24.4K +426 +28%

CVMC Hedge Fund Activity: Q2 2025 in Review

32 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Calvert US Mid-Cap Core Responsible Index ETF (CVMC) for Q2 2025, worth a combined $59.5M — up 10% from $53.9M a quarter earlier.

Fund positioning in CVMC was balanced in Q2 2025: 7 funds opened new positions, 7 closed out, 11 added to existing stakes and 11 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, opening a new position worth an estimated $1.54M. The largest seller was Citadel Advisors, exiting entirely with an estimated $909K sold.

  • 32 institutional investors held Calvert US Mid-Cap Core Responsible Index ETF (CVMC) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $59.5M of Calvert US Mid-Cap Core Responsible Index ETF stock for Q2 2025, up 10% quarter-over-quarter.
  • 7 funds opened new Calvert US Mid-Cap Core Responsible Index ETF positions in Q2 2025 and 7 closed out, a net change of 0 holders.
  • The largest Calvert US Mid-Cap Core Responsible Index ETF buyer in Q2 2025 was Northwestern Mutual Wealth Management, an estimated $1.54M added.
  • The largest Calvert US Mid-Cap Core Responsible Index ETF seller in Q2 2025 was Citadel Advisors, an estimated $909K sold.

Based on aggregated 13F filings for Q2 2025.