Calvert US L-C CR Resp IndexCVLCETF
13F holders, Q2 2024 (June 30)26holders +8
8new positions
0sold out
$67.86avg. 13F price*
At the end of Q2 2024, 26 institutions reported holding Calvert US L-C CR Resp Index (CVLC) in their 13F filings, up 8 from Q1 2024. 8 opened new positions and 0 sold out. The largest holders were State Insurance Fund ($183.1M), Commonwealth Equity Services, LLC ($28.6M) and O'Brien Wealth Partners LLC ($18.6M).
- Company
- Calvert US L-C CR Resp Index
- Filed as
- MORGAN STANLEY ETF TRUST (Q2 2024)
- CUSIP
- 61774R205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $6.7M |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 324,410 shares bought and 207,541 shares sold, net +116,869 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| State Insurance Fund | 100.00% | No change | 2,697,658 | $183.1M |
| Commonwealth Equity Services, LLC | 0.05% | Add +4.3% | 421,661 | $28.6M |
| O'Brien Wealth Partners LLC | 4.19% | Add +2.7% | 274,786 | $18.6M |
| Morgan Stanley | 0.00% | Reduce -49.6% | 202,703 | $13.8M |
| Ameriprise Financial Inc. | 0.00% | Add +4528.1% | 158,929 | $10.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +2.7% | 86,782 | $5.9M |
| WCG Wealth Advisors LLC | 0.25% | New | 49,849 | $3.4M |
| Sandbox Financial Partners, LLC | 1.02% | Add +3.6% | 39,199 | $2.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +107.6% | 35,112 | $2.4M |
| GYL Financial Synergies, LLC | 0.14% | New | 27,384 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -16.6% | 20,635 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -16.6% | 20,635 | $1.4M |
| Raymond James & Associates | 0.00% | Add +65.7% | 17,476 | $1.2M |
| Fulcrum Capital LLC | 0.24% | Add +253.1% | 15,369 | $1.0M |
| RW Investment Management LLC | 0.09% | New | 9,551 | $648K |
| Per Stirling Capital Management, LLC. | 0.08% | Add +113.1% | 7,616 | $517K |
| First Pacific Financial | 0.13% | Add +2.4% | 7,391 | $502K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 5,537 | $376K |
| OneDigital Investment Advisors LLC | 0.00% | Add +13.3% | 4,637 | $315K |
| Gemmer Asset Management LLC | 0.03% | Add +0.3% | 4,411 | $299K |
| NewEdge Advisors, LLC | 0.00% | New | 3,443 | $234K |
| Bank of America Corp. | 0.00% | Add +172.0% | 1,564 | $106K |
| TFC Financial Management, Inc. | 0.02% | New | 1,299 | $88K |
| Osaic Holdings, Inc. | 0.00% | New | 1,130 | $77K |
| Harbour Investments, Inc. | 0.00% | Add +169.1% | 697 | $47K |
| Frazier Financial Advisors, LLC | 0.01% | New | 100 | $7K |
"% 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.