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CVSE

Calvert US Select Equity ETF

Delisted

CVSE was delisted on the 14th of October, 2025.

4 hedge funds and large institutions have $47M invested in Calvert US Select Equity ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more capital invested

Capital invested by funds: $20.4M → $47M (+$26.6M)

100% more funds holding

Funds holding: 24 (+2)

84.6% more ownership

Funds ownership: 93.14%177.74% (+85%)

Holders
4
Holders Change
+2
Holders Change %
+100%
% of All Funds
0.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
2
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$46M +$21.3M +400,000 +100%
BFEC
2
Benjamin F. Edwards & Company
Missouri
$770K +$688K +12,894 +2,605%
Goldman Sachs
3
Goldman Sachs
New York
$202K +$188K +3,515 New
HI
4
Harbour Investments
Wisconsin
$40.8K +$37.8K +709 New

CVSE Hedge Fund Activity: Q4 2023 in Review

4 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Calvert US Select Equity ETF (CVSE) for Q4 2023, worth a combined $47M — up 130% from $20.4M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new CVSE positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $21.3M.

  • 4 institutional investors held Calvert US Select Equity ETF (CVSE) as of Q4 2023, up from 2 in Q3 2023.
  • Funds reported $47M of Calvert US Select Equity ETF stock for Q4 2023, up 130% quarter-over-quarter.
  • 2 funds opened new Calvert US Select Equity ETF positions in Q4 2023 and 0 closed out, a net change of +2 holders.
  • The largest Calvert US Select Equity ETF buyer in Q4 2023 was Morgan Stanley, an estimated $21.3M added.

Based on aggregated 13F filings for Q4 2023.