Cal Intl Responsible IndexCVIEETF
13F holders, Q2 2024 (June 30)17holders +7
8new positions
2sold out
1famous investor
$56.35avg. 13F price*
At the end of Q2 2024, 17 institutions reported holding Cal Intl Responsible Index (CVIE) in their 13F filings, up 7 from Q1 2024. 8 opened new positions and 2 sold out. The largest holders were Commonwealth Equity Services, LLC ($33.5M), Morgan Stanley ($13.0M) and O'Brien Wealth Partners LLC ($6.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Cal Intl Responsible Index
- Filed as
- MORGAN STANLEY ETF TRUST (Q2 2024)
- CUSIP
- 61774R106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $11.8M |
| Exits | 2 | $862K |
All 13F filers, Q1 2024 → Q2 2024: 242,065 shares bought and 107,505 shares sold, net +134,560 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Commonwealth Equity Services, LLC | 0.05% | Add +5.1% | 593,688 | $33.5M |
| Morgan Stanley | 0.00% | Reduce 0.0% | 230,102 | $13.0M |
| O'Brien Wealth Partners LLC | 1.54% | Add +1.7% | 121,370 | $6.8M |
| EP Wealth Advisors, LLC | 0.06% | New | 93,264 | $5.3M |
| St Germain D J Co. Inc. | 0.24% | New | 88,607 | $5.0M |
| Flow Traders U.S. LLC | 0.15% | Reduce -27.9% | 55,504 | $3.1M |
| Jane Street Group, LLC | 0.00% | Reduce -73.8% | 25,213 | $1.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +9.3% | 19,660 | $1.1M |
| Citadel Advisors | 0.00% | New | 11,332 | $639K |
| Wealthgarden F.S. LLC | 0.59% | — | 10,018 | $565K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +3.1% | 8,600 | $485K |
| Per Stirling Capital Management, LLC. | 0.05% | New | 5,983 | $337K |
| Raymond James & Associates | 0.00% | New | 5,487 | $309K |
| Ironwood Investment Counsel, LLC | 0.04% | No change | 4,000 | $225K |
| Osaic Holdings, Inc. | 0.00% | New | 2,462 | $139K |
| Harbour Investments, Inc. | 0.00% | New | 1,490 | $84K |
| TFC Financial Management, Inc. | 0.01% | New | 633 | $36K |
"% of holder's portfolio" is CVIE's weight in each manager's 13F, not the share of Cal Intl Responsible Index the manager owns.