Calvert US L-C CR Resp IndexCVLCETF
13F holders, Q1 2024 (March 31)18holders
$65.63avg. 13F price*
At the end of Q1 2024, 18 institutions reported holding Calvert US L-C CR Resp Index (CVLC) in their 13F filings. The largest holders were State Insurance Fund ($177.1M), Commonwealth Equity Services, LLC ($26.5M) and Morgan Stanley ($26.4M).
- Company
- Calvert US L-C CR Resp Index
- Filed as
- MORGAN STANLEY ETF TRUST (Q1 2024)
- CUSIP
- 61774R205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $7.1M |
| Exits | 2 | $1.2M |
Ownership 18 holders
| State Insurance Fund | 100.00% | No change | 2,697,658 | $177.1M |
| Commonwealth Equity Services, LLC | 0.04% | Add +4.0% | 404,177 | $26.5M |
| Morgan Stanley | 0.00% | No change | 402,000 | $26.4M |
| O'Brien Wealth Partners LLC | 4.06% | Add +13.1% | 267,635 | $17.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | New | 84,485 | $5.5M |
| Sandbox Financial Partners, LLC | 1.04% | Reduce -12.1% | 37,847 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -8.5% | 24,757 | $1.6M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -8.5% | 24,757 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -36.7% | 16,912 | $1.1M |
| Raymond James & Associates | 0.00% | New | 10,549 | $692K |
| First Pacific Financial | 0.13% | Add +753.4% | 7,220 | $474K |
| Gemmer Asset Management LLC | 0.03% | Add +0.3% | 4,399 | $289K |
| Fulcrum Capital LLC | 0.07% | New | 4,353 | $286K |
| OneDigital Investment Advisors LLC | 0.00% | New | 4,094 | $269K |
| Per Stirling Capital Management, LLC. | 0.04% | Add +0.3% | 3,574 | $235K |
| Ameriprise Financial Inc. | 0.00% | New | 3,434 | $225K |
| Bank of America Corp. | 0.00% | New | 575 | $38K |
| Harbour Investments, Inc. | 0.00% | Reduce -5.1% | 259 | $17K |
"% of holder's portfolio" is CVLC's weight in each manager's 13F, not the share of Calvert US L-C CR Resp Index the manager owns.