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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
Holders
43
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
$15.7M
FPF
2
First Pacific Financial
Washington
$15.6M
Financial Engines Advisors
3
Financial Engines Advisors
California
$7.09M
LAMNM
4
Longview Asset Management (New Mexico)
New Mexico
$6.47M
Citadel Advisors
5
Citadel Advisors
Florida
$2.75M
AIM
6
Archer Investment Management
Texas
$2.54M
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$2.12M
JAA
8
Joel Adams & Associates
North Carolina
$1.6M
NI
9
Natural Investments
California
$1.43M
AIP
10
Ameritas Investment Partners
Nebraska
$1.43M
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$1.26M
DAS
12
Dynamic Advisor Solutions
Arizona
$979K
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$894K
Creative Planning
14
Creative Planning
Kansas
$745K
MAC
15
Mason & Associates (California)
California
$714K
NBWM
16
North Berkeley Wealth Management
California
$632K
BP
17
BBR Partners
New York
$564K
MBT
18
Montecito Bank & Trust
California
$471K
SFP
19
Sandbox Financial Partners
Maryland
$416K
PAG
20
Private Advisor Group
New Jersey
$404K
JSW
21
Journey Strategic Wealth
New Jersey
$372K
CCM
22
Colorado Capital Management
Colorado
$336K
Mariner
23
Mariner
Kansas
$316K
BWP
24
BSW Wealth Partners
Colorado
$300K
MCC
25
Money Concepts Capital
Florida
$297K