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Calvert US Mid-Cap Core Responsible Index ETF

43 hedge funds and large institutions have $66.9M invested in Calvert US Mid-Cap Core Responsible Index ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

26% more funds holding

Funds holding: 3443 (+9)

5% more capital invested

Capital invested by funds: $63.5M → $66.9M (+$3.35M)

2.8% less ownership

Funds ownership: 80.03%77.24% (-2.8%)

Holders
43
Holders Change
+9
Holders Change %
+26.47%
% of All Funds
0.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
13
Increased
15
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.7M -$5.5M -86,327 -26%
FPF
2
First Pacific Financial
Washington
$15.6M +$881K +13,830 +6%
Financial Engines Advisors
3
Financial Engines Advisors
California
$7.09M +$582K +9,129 +9%
LAMNM
4
Longview Asset Management (New Mexico)
New Mexico
$6.47M +$61.8K +969 +1%
Citadel Advisors
5
Citadel Advisors
Florida
$2.75M +$2.73M +42,831 New
AIM
6
Archer Investment Management
Texas
$2.54M -$700K -10,987 -22%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$2.12M +$278K +4,355 +15%
JAA
8
Joel Adams & Associates
North Carolina
$1.6M +$132K +2,071 +9%
NI
9
Natural Investments
California
$1.43M +$1.42M +22,318 New
AIP
10
Ameritas Investment Partners
Nebraska
$1.43M +$81.7K +1,282 +6%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$1.26M +$64.6K +1,013 +5%
DAS
12
Dynamic Advisor Solutions
Arizona
$979K +$973K +15,273 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$894K +$209K +3,287 +31%
Creative Planning
14
Creative Planning
Kansas
$745K +$82.4K +1,293 +13%
MAC
15
Mason & Associates (California)
California
$714K +$709K +11,128 New
NBWM
16
North Berkeley Wealth Management
California
$632K +$628K +9,858 New
BP
17
BBR Partners
New York
$564K
MBT
18
Montecito Bank & Trust
California
$471K +$468K +7,345 New
SFP
19
Sandbox Financial Partners
Maryland
$416K -$20.2K -317 -5%
PAG
20
Private Advisor Group
New Jersey
$404K +$2.68K +42 +0.7%
JSW
21
Journey Strategic Wealth
New Jersey
$372K +$17.8K +279 +5%
CCM
22
Colorado Capital Management
Colorado
$336K -$391K -6,142 -54%
Mariner
23
Mariner
Kansas
$316K +$25.7K +403 +9%
BWP
24
BSW Wealth Partners
Colorado
$300K -$4.4K -69 -1%
MCC
25
Money Concepts Capital
Florida
$297K +$12.3K +193 +4%

CVMC Hedge Fund Activity: Q4 2025 in Review

43 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Calvert US Mid-Cap Core Responsible Index ETF (CVMC) for Q4 2025, worth a combined $66.9M — up 5.3% from $63.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CVMC positions and 4 closed out — a net gain of 9 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.73M. The largest seller was Morgan Stanley, cutting an estimated $5.5M.

  • 43 institutional investors held Calvert US Mid-Cap Core Responsible Index ETF (CVMC) as of Q4 2025, up from 34 in Q3 2025.
  • Funds reported $66.9M of Calvert US Mid-Cap Core Responsible Index ETF stock for Q4 2025, up 5.3% quarter-over-quarter.
  • 13 funds opened new Calvert US Mid-Cap Core Responsible Index ETF positions in Q4 2025 and 4 closed out, a net change of +9 holders.
  • The largest Calvert US Mid-Cap Core Responsible Index ETF buyer in Q4 2025 was Citadel Advisors, an estimated $2.73M added.
  • The largest Calvert US Mid-Cap Core Responsible Index ETF seller in Q4 2025 was Morgan Stanley, an estimated $5.5M sold.

Based on aggregated 13F filings for Q4 2025.