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Calvert US Mid-Cap Core Responsible Index ETF

35 hedge funds and large institutions have $63.6M invested in Calvert US Mid-Cap Core Responsible Index ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21M
FPF
2
First Pacific Financial
Washington
$14.5M
Financial Engines Advisors
3
Financial Engines Advisors
California
$6.44M
LAMNM
4
Longview Asset Management (New Mexico)
New Mexico
$6.34M
AIM
5
Archer Investment Management
Texas
$3.21M
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$1.82M
JAA
7
Joel Adams & Associates
North Carolina
$1.45M
AIP
8
Ameritas Investment Partners
Nebraska
$1.34M
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$1.18M
CCM
10
Colorado Capital Management
Colorado
$723K
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$676K
Creative Planning
12
Creative Planning
Kansas
$656K
BP
13
BBR Partners
New York
$558K
SFP
14
Sandbox Financial Partners
Maryland
$432K
PAG
15
Private Advisor Group
New Jersey
$397K
JSW
16
Journey Strategic Wealth
New Jersey
$351K
LPL Financial
17
LPL Financial
California
$334K
BWP
18
BSW Wealth Partners
Colorado
$301K
Mariner
19
Mariner
Kansas
$288K
MWM
20
Modern Wealth Management
Kansas
$285K
MCC
21
Money Concepts Capital
Florida
$282K
CWM
22
Collaborative Wealth Management
Florida
$222K
RWM
23
RMG Wealth Management
Wisconsin
$190K
GWSG
24
GPS Wealth Strategies Group
Colorado
$124K
VNA
25
Valley National Advisers
Pennsylvania
$101K