Who Owns CVIE?
Calvert International Responsible Index ETF — Institutional Ownership & 13F Holdings
$78.95
+0.11 (+0.14%)
Market Cap
$278.7M
Shares Outstanding
3,945,991
Institutional Holders
37
Total Inst. Value
$65.9M
% of Float Held
—
QoQ Holder Change
+29
Institutional data as of Q1 2025
New Positions
13
Closed Positions
4
Increased
15
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | $15.0M | 258,449 |
| 2 | World Investment AdvisorsNew | $9.7M | 167,589 |
| 3 | O'Brien Wealth Partners LLC | $7.4M | 127,630 |
| 4 | Rossby Financial, LCCNew | $5.6M | 93,546 |
| 5 | LongView Asset Management LLC | $5.0M | 85,726 |
| 6 | ST GERMAIN D J CO INC | $3.9M | 67,565 |
| 7 | JANE STREET GROUP, LLC | $2.9M | 49,472 |
| 8 | Archer Investment Management, LLCNew | $2.7M | 46,924 |
| 9 | RAYMOND JAMES FINANCIAL INC | $1.7M | 29,410 |
| 10 | MORGAN STANLEY | $1.5M | 26,094 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | +217K | $15.0M |
| World Investment AdvisorsNew | +168K | $9.7M |
| Rossby Financial, LCCNew | +94K | $5.6M |
| LongView Asset Management LLC | +10K | $5.0M |
| ST GERMAIN D J CO INC | +6K | $3.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | -66K | $273K |
| EP Wealth Advisors, LLC | -5K | $3K |
| O'Brien Wealth Partners LLC | -2K | $7.4M |
| Financial Engines Advisors L.L.C. | -167 | $499K |
| RW Investment Management LLC | -39 | $275K |
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Frequently Asked Questions
How many institutional investors hold CVIE?
As of Q1 2025, 37 institutional investors report holding CVIE (Calvert International Responsible Index ETF) in their 13F filings.
Which hedge fund owns the most CVIE?
The largest institutional holder of CVIE is AMERIPRISE FINANCIAL INC with $15.0M in shares.
Are institutions buying or selling CVIE?
This quarter, 13 institutions opened new positions in CVIE and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.