Calvert US Select Equity ETF
CVSE
CVSE was delisted on the 14th of October, 2025.
5 hedge funds and large institutions have $17.6M invested in Calvert US Select Equity ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
67% more funds holding
Funds holding: 3 → 5 (+2)
1% more capital invested
Capital invested by funds: $17.4M → $17.6M (+$185K)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
2.75% less ownership
Funds ownership: 59.21% → 56.46% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$587K |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$19.3K |
| 3 |
AF
Allworth Financial
Folsom,
California
|
+$2.84K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$693K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $16.2M | -$693K | -10,000 | -4% |
|
|
2
Mariner
Overland Park,
Kansas
| $574K | +$587K | +8,471 | New |
|
|
NI
3
Natural Investments
Windsor,
California
| $431K | +$442K | +6,373 | New |
|
|
HI
4
Harbour Investments
Madison,
Wisconsin
| $355K | +$19.3K | +278 | +6% |
|
|
AF
5
Allworth Financial
Folsom,
California
| $2.87K | +$2.84K | +41 | New |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| – | -$2.8K | -41 | Closed |
|
CVSE Hedge Fund Activity: Q4 2024 in Review
5 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Calvert US Select Equity ETF (CVSE) for Q4 2024, worth a combined $17.6M — up 1.1% from $17.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CVSE positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Mariner, opening a new position worth an estimated $587K. The largest seller was Morgan Stanley, cutting an estimated $693K.
- 5 institutional investors held Calvert US Select Equity ETF (CVSE) as of Q4 2024, up from 3 in Q3 2024.
- Funds reported $17.6M of Calvert US Select Equity ETF stock for Q4 2024, up 1.1% quarter-over-quarter.
- 3 funds opened new Calvert US Select Equity ETF positions in Q4 2024 and 1 closed out, a net change of +2 holders.
- The largest Calvert US Select Equity ETF buyer in Q4 2024 was Mariner, an estimated $587K added.
- The largest Calvert US Select Equity ETF seller in Q4 2024 was Morgan Stanley, an estimated $693K sold.
Based on aggregated 13F filings for Q4 2024.