Calvert US Select Equity ETF
CVSE
CVSE was delisted on the 14th of October, 2025.
10 hedge funds and large institutions have $1.89M invested in Calvert US Select Equity ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 4 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
17% less funds holding
Funds holding: 12 → 10 (-2)
37.24% less ownership
Funds ownership: 51.25% → 14.01% (-37%)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
86% less capital invested
Capital invested by funds: $13.2M → $1.89M (-$11.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSW
Journey Strategic Wealth
Summit,
New Jersey
|
+$189K |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$21.1K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$18.1K |
| 4 |
RF
Rossby Financial
Melbourne,
Florida
|
+$264 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$10.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$506K |
| 3 |
NI
Natural Investments
Windsor,
California
|
-$238K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$200K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$38K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Mariner
Overland Park,
Kansas
| $820K | -$2.05K | -31 | -0.3% |
|
|
HI
2
Harbour Investments
Madison,
Wisconsin
| $300K | -$38K | -576 | -12% |
|
|
AIA
3
Arbor Investment Advisors
Winston Salem,
North Carolina
| $233K | – | – | – |
|
|
JSW
4
Journey Strategic Wealth
Summit,
New Jersey
| $204K | +$189K | +2,867 | New |
|
|
RDFA
5
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $193K | – | – | – |
|
|
RF
6
Rossby Financial
Melbourne,
Florida
| $94.5K | +$264 | +4 | +0.3% |
|
|
AAS
7
Ameritas Advisory Services
Lincoln,
Nebraska
| $22.7K | +$21.1K | +320 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| $22K | +$18.1K | +275 | +809% |
|
|
AF
9
Allworth Financial
Folsom,
California
| $2.91K | – | – | – |
|
10
Fidelity Investments
Boston,
Massachusetts
| $71 | – | – | – |
|
|
11
Morgan Stanley
New York
| – | -$10.8M | -166,602 | Closed |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$506K | -7,834 | Closed |
|
|
NI
13
Natural Investments
Windsor,
California
| – | -$238K | -3,690 | Closed |
|
|
14
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$200K | -3,102 | Closed |
|
CVSE Hedge Fund Activity: Q2 2025 in Review
10 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Calvert US Select Equity ETF (CVSE) for Q2 2025, worth a combined $1.89M — down 86% from $13.2M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of CVSE and 2 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 2 added.
The largest buyer was Journey Strategic Wealth, opening a new position worth an estimated $189K. The largest seller was Morgan Stanley, exiting entirely with an estimated $10.8M sold.
- 10 institutional investors held Calvert US Select Equity ETF (CVSE) as of Q2 2025, down from 12 in Q1 2025.
- Funds reported $1.89M of Calvert US Select Equity ETF stock for Q2 2025, down 86% quarter-over-quarter.
- 2 funds opened new Calvert US Select Equity ETF positions in Q2 2025 and 4 closed out, a net change of -2 holders.
- The largest Calvert US Select Equity ETF buyer in Q2 2025 was Journey Strategic Wealth, an estimated $189K added.
- The largest Calvert US Select Equity ETF seller in Q2 2025 was Morgan Stanley, an estimated $10.8M sold.
Based on aggregated 13F filings for Q2 2025.