Calvert US Select Equity ETF
CVSE
CVSE was delisted on the 14th of October, 2025.
12 hedge funds and large institutions have $13.2M invested in Calvert US Select Equity ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 0 closing their positions.
140% more funds holding
Funds holding: 5 → 12 (+7)
5.22% less ownership
Funds ownership: 56.46% → 51.25% (-5.2%)
25% less capital invested
Capital invested by funds: $17.6M → $13.2M (-$4.36M)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$530K |
| 2 |
AIA
Arbor Investment Advisors
Winston Salem,
North Carolina
|
+$222K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$210K |
| 4 |
Mariner
Overland Park,
Kansas
|
+$210K |
| 5 |
RDFA
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
+$184K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.94M |
| 2 |
NI
Natural Investments
Windsor,
California
|
-$182K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$29.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $10.8M | -$4.94M | -73,000 | -30% |
|
|
2
Mariner
Overland Park,
Kansas
| $747K | +$210K | +3,096 | +37% |
|
|
3
Citadel Advisors
Miami,
Florida
| $506K | +$530K | +7,834 | New |
|
|
HI
4
Harbour Investments
Madison,
Wisconsin
| $310K | -$29.9K | -441 | -8% |
|
|
NI
5
Natural Investments
Windsor,
California
| $238K | -$182K | -2,683 | -42% |
|
|
AIA
6
Arbor Investment Advisors
Winston Salem,
North Carolina
| $212K | +$222K | +3,277 | New |
|
|
7
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $200K | +$210K | +3,102 | New |
|
|
RDFA
8
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $175K | +$184K | +2,716 | New |
|
|
RF
9
Rossby Financial
Melbourne,
Florida
| $84.3K | +$89.8K | +1,326 | New |
|
|
AF
10
Allworth Financial
Folsom,
California
| $2.6K | – | – | – |
|
11
UBS Group
Zurich,
Switzerland
| $2.19K | +$2.3K | +34 | New |
|
12
Fidelity Investments
Boston,
Massachusetts
| $65 | +$68 | +1 | New |
|
CVSE Hedge Fund Activity: Q1 2025 in Review
12 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Calvert US Select Equity ETF (CVSE) for Q1 2025, worth a combined $13.2M — down 25% from $17.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CVSE positions and 0 closed out — a net gain of 7 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $530K. The largest seller was Morgan Stanley, cutting an estimated $4.94M.
- 12 institutional investors held Calvert US Select Equity ETF (CVSE) as of Q1 2025, up from 5 in Q4 2024.
- Funds reported $13.2M of Calvert US Select Equity ETF stock for Q1 2025, down 25% quarter-over-quarter.
- 7 funds opened new Calvert US Select Equity ETF positions in Q1 2025 and 0 closed out, a net change of +7 holders.
- The largest Calvert US Select Equity ETF buyer in Q1 2025 was Citadel Advisors, an estimated $530K added.
- The largest Calvert US Select Equity ETF seller in Q1 2025 was Morgan Stanley, an estimated $4.94M sold.
Based on aggregated 13F filings for Q1 2025.