Calvert US Mid-Cap Core Responsible Index ETF
CVMC
34 hedge funds and large institutions have $63.5M invested in Calvert US Mid-Cap Core Responsible Index ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
39% more capital inflows, than outflows
Capital inflows: $4.61M | Capital outflows: $3.31M
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
6% more funds holding
Funds holding: 32 → 34 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.66% less ownership
Funds ownership: 81.69% → 80.03% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Joel Adams & Associates
Asheville,
North Carolina
|
+$1.43M |
| 2 |
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
+$1.21M |
| 3 |
First Pacific Financial
Vancouver,
Washington
|
+$837K |
| 4 |
BSW Wealth Partners
Boulder,
Colorado
|
+$297K |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
+$244K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.56M |
| 2 |
Goldman Sachs
New York
|
-$627K |
| 3 |
Colorado Capital Management
Boulder,
Colorado
|
-$411K |
| 4 |
Natural Investments
Windsor,
California
|
-$370K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$177K |
CVMC Hedge Fund Activity: Q3 2025 in Review
34 of the 7,656 institutional investors tracked by Wall St. Rank reported a position in Calvert US Mid-Cap Core Responsible Index ETF (CVMC) for Q3 2025, worth a combined $63.5M — up 6.7% from $59.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CVMC positions and 3 closed out — a net gain of 2 holders — while 12 added to existing stakes and 9 trimmed.
The largest buyer was Joel Adams & Associates, opening a new position worth an estimated $1.43M. The largest seller was Morgan Stanley, cutting an estimated $1.56M.
- 34 institutional investors held Calvert US Mid-Cap Core Responsible Index ETF (CVMC) as of Q3 2025, up from 32 in Q2 2025.
- Funds reported $63.5M of Calvert US Mid-Cap Core Responsible Index ETF stock for Q3 2025, up 6.7% quarter-over-quarter.
- 5 funds opened new Calvert US Mid-Cap Core Responsible Index ETF positions in Q3 2025 and 3 closed out, a net change of +2 holders.
- The largest Calvert US Mid-Cap Core Responsible Index ETF buyer in Q3 2025 was Joel Adams & Associates, an estimated $1.43M added.
- The largest Calvert US Mid-Cap Core Responsible Index ETF seller in Q3 2025 was Morgan Stanley, an estimated $1.56M sold.
Based on aggregated 13F filings for Q3 2025.