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Calvert US Mid-Cap Core Responsible Index ETF

44 hedge funds and large institutions have $62.8M invested in Calvert US Mid-Cap Core Responsible Index ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
FPF
1
First Pacific Financial
Washington
$16M
Morgan Stanley
2
Morgan Stanley
New York
$11.6M
Financial Engines Advisors
3
Financial Engines Advisors
California
$7.31M
EWA
4
EP Wealth Advisors
California
$7.03M
NBWM
5
North Berkeley Wealth Management
California
$2.45M
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$2.14M
NI
7
Natural Investments
California
$2.01M
JAA
8
Joel Adams & Associates
North Carolina
$1.65M
AIP
9
Ameritas Investment Partners
Nebraska
$1.41M
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$1.27M
DAS
11
Dynamic Advisor Solutions
Arizona
$998K
SFP
12
Sandbox Financial Partners
Maryland
$972K
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$797K
Creative Planning
14
Creative Planning
Kansas
$757K
MAC
15
Mason & Associates (California)
California
$714K
HI
16
Horizon Investments
North Carolina
$709K
AIM
17
Archer Investment Management
Texas
$649K
RWM
18
RMG Wealth Management
Wisconsin
$405K
JSW
19
Journey Strategic Wealth
New Jersey
$392K
PAG
20
Private Advisor Group
New Jersey
$385K
FFS
21
Founders Financial Securities
Maryland
$374K
CCM
22
Colorado Capital Management
Colorado
$323K
BWP
23
BSW Wealth Partners
Colorado
$310K
MCC
24
Money Concepts Capital
Florida
$297K
Mariner
25
Mariner
Kansas
$294K