Calvert US Select Equity ETF
CVSE
CVSE was delisted on the 14th of October, 2025.
9 hedge funds and large institutions have $2.06M invested in Calvert US Select Equity ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
9% more capital invested
Capital invested by funds: $1.89M → $2.06M (+$171K)
0.61% more ownership
Funds ownership: 14.01% → 14.63% (+0.61%)
10% less funds holding
Funds holding: 10 → 9 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$114K |
| 2 |
PS
Principal Securities
Des Moines,
Iowa
|
+$31.8K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.12K |
| 4 |
RF
Rossby Financial
Melbourne,
Florida
|
+$291 |
| 5 |
Mariner
Overland Park,
Kansas
|
+$145 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$22.7K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$22K |
| 3 |
AIA
Arbor Investment Advisors
Winston Salem,
North Carolina
|
-$11.8K |
| 4 |
RDFA
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
-$7.27K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$71 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Mariner
Overland Park,
Kansas
| $857K | +$145 | +2 | +0% |
|
|
HI
2
Harbour Investments
Madison,
Wisconsin
| $429K | +$114K | +1,572 | +37% |
|
|
AIA
3
Arbor Investment Advisors
Winston Salem,
North Carolina
| $231K | -$11.8K | -163 | -5% |
|
|
JSW
4
Journey Strategic Wealth
Summit,
New Jersey
| $213K | – | – | – |
|
|
RDFA
5
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $194K | -$7.27K | -100 | -4% |
|
|
RF
6
Rossby Financial
Melbourne,
Florida
| $99.3K | +$291 | +4 | +0.3% |
|
|
PS
7
Principal Securities
Des Moines,
Iowa
| $32.5K | +$31.8K | +437 | New |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $3.19K | +$3.12K | +43 | New |
|
|
AF
9
Allworth Financial
Folsom,
California
| $3.05K | – | – | – |
|
|
AAS
10
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$22.7K | -320 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$22K | -309 | Closed |
|
|
12
Fidelity Investments
Boston,
Massachusetts
| – | -$71 | -1 | Closed |
|
CVSE Hedge Fund Activity: Q3 2025 in Review
9 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Calvert US Select Equity ETF (CVSE) for Q3 2025, worth a combined $2.06M — up 9% from $1.89M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of CVSE and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 3 added.
The largest buyer was Harbour Investments, adding an estimated $114K. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $22.7K sold.
- 9 institutional investors held Calvert US Select Equity ETF (CVSE) as of Q3 2025, down from 10 in Q2 2025.
- Funds reported $2.06M of Calvert US Select Equity ETF stock for Q3 2025, up 9% quarter-over-quarter.
- 2 funds opened new Calvert US Select Equity ETF positions in Q3 2025 and 3 closed out, a net change of -1 holder.
- The largest Calvert US Select Equity ETF buyer in Q3 2025 was Harbour Investments, an estimated $114K added.
- The largest Calvert US Select Equity ETF seller in Q3 2025 was Ameritas Advisory Services, an estimated $22.7K sold.
Based on aggregated 13F filings for Q3 2025.