Calvert US L-C Dei Index ETFCDEIETF
13F holders, Q1 2025 (March 31)5holders +2
2new positions
0sold out
$67.35avg. 13F price*
At the end of Q1 2025, 5 institutions reported holding Calvert US L-C Dei Index ETF (CDEI) in their 13F filings, up 2 from Q4 2024. 2 opened new positions and 0 sold out. The largest holders were Morgan Stanley ($12.8M), Natural Investments, LLC ($510K) and Osaic Holdings, Inc. ($90K).
- Company
- Calvert US L-C Dei Index ETF
- Filed as
- MORGAN STANLEY ETF TRUST (Q1 2025)
- CUSIP
- 61774R304
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $85K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 1,672 shares bought and 106,917 shares sold, net −105,245 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Morgan Stanley | 0.00% | Reduce -34.5% | 190,001 | $12.8M |
| Natural Investments, LLC | 0.14% | Reduce -47.7% | 7,574 | $510K |
| Osaic Holdings, Inc. | 0.00% | Add +44.5% | 1,334 | $90K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | New | 1,260 | $85K |
| FMR LLC | 0.00% | New | 1 | $67 |
"% of holder's portfolio" is CDEI's weight in each manager's 13F, not the share of Calvert US L-C Dei Index ETF the manager owns.