Who Owns CVMC?
Calvert US Mid-Cap Core Responsible Index ETF — Institutional Ownership & 13F Holdings
$69.50
+0.01 (+0.01%)
Market Cap
$88.4M
Shares Outstanding
1,198,870
Institutional Holders
33
Total Inst. Value
$53.2M
% of Float Held
—
QoQ Holder Change
+24
Institutional data as of Q1 2025
New Positions
13
Closed Positions
1
Increased
8
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $20.3M | 357,175 |
| 2 | First Pacific Financial | $10.7M | 188,542 |
| 3 | Financial Engines Advisors L.L.C. | $5.9M | 104,341 |
| 4 | LongView Asset Management LLC | $4.0M | 70,323 |
| 5 | Archer Investment Management, LLCNew | $3.7M | 65,830 |
| 6 | Colorado Capital Management, Inc.New | $1.2M | 21,915 |
| 7 | CITADEL ADVISORS LLCNew | $909K | 16,033 |
| 8 | GOLDMAN SACHS GROUP INC | $892K | 15,725 |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $693K | 12,222 |
| 10 | Creative Planning | $586K | 10,326 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| First Pacific Financial | +13K | $10.7M |
| Financial Engines Advisors L.L.C. | +3K | $5.9M |
| LongView Asset Management LLC | +8K | $4.0M |
| Archer Investment Management, LLCNew | +66K | $3.7M |
| Colorado Capital Management, Inc.New | +22K | $1.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MORGAN STANLEY | -28K | $20.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -14K | $693K |
| GOLDMAN SACHS GROUP INC | -10K | $892K |
| NATURAL INVESTMENTS, LLC | -528 | $345K |
| Meriwether Wealth & Planning, LLC | -357 | $225K |
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Frequently Asked Questions
How many institutional investors hold CVMC?
As of Q1 2025, 33 institutional investors report holding CVMC (Calvert US Mid-Cap Core Responsible Index ETF) in their 13F filings.
Which hedge fund owns the most CVMC?
The largest institutional holder of CVMC is MORGAN STANLEY with $20.3M in shares.
Are institutions buying or selling CVMC?
This quarter, 13 institutions opened new positions in CVMC and 1 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.