Calvert US L-C CR Resp IndexCVLCETF
13F holders, Q3 2024 (September 30)34holders +8
9new positions
1sold out
$71.65avg. 13F price*
At the end of Q3 2024, 34 institutions reported holding Calvert US L-C CR Resp Index (CVLC) in their 13F filings, up 8 from Q2 2024. 9 opened new positions and 1 sold out. The largest holders were State Insurance Fund ($193.3M), Commonwealth Equity Services, LLC ($35.0M) and O'Brien Wealth Partners LLC ($18.8M).
- Company
- Calvert US L-C CR Resp Index
- Filed as
- MORGAN STANLEY ETF TRUST (Q3 2024)
- CUSIP
- 61774R205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $5.4M |
| Exits | 1 | $234K |
All 13F filers, Q2 2024 → Q3 2024: 281,030 shares bought and 222,164 shares sold, net +58,866 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| State Insurance Fund | 100.00% | No change | 2,697,658 | $193.3M |
| Commonwealth Equity Services, LLC | 0.05% | Add +15.7% | 487,890 | $35.0M |
| O'Brien Wealth Partners LLC | 3.68% | Reduce -4.7% | 261,781 | $18.8M |
| Ameriprise Financial Inc. | 0.00% | Add +63.3% | 259,484 | $18.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +5.5% | 91,565 | $6.6M |
| WCG Wealth Advisors LLC | 0.24% | Add +0.5% | 50,092 | $3.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +42.6% | 50,084 | $3.6M |
| Sandbox Financial Partners, LLC | 1.01% | Add +1.7% | 39,881 | $2.9M |
| GYL Financial Synergies, LLC | 0.15% | Reduce -1.5% | 26,974 | $1.9M |
| RW Investment Management LLC | 0.22% | Add +163.7% | 25,190 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | New | 19,438 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -7.8% | 19,030 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -7.8% | 19,030 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 17,938 | $1.3M |
| Raymond James & Associates | 0.00% | No change | 17,476 | $1.3M |
| Fulcrum Capital LLC | 0.24% | Add +0.7% | 15,483 | $1.1M |
| Pathway Financial Advisors LLC | 0.25% | New | 13,791 | $988K |
| Susquehanna International Group, LLP | 0.00% | New | 10,555 | $756K |
| First Pacific Financial | 0.15% | Add +18.6% | 8,764 | $628K |
| Perigon Wealth Management, LLC | 0.01% | New | 6,518 | $467K |
| Per Stirling Capital Management, LLC. | 0.06% | Reduce -19.6% | 6,127 | $439K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -11.1% | 4,922 | $353K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 4,637 | $332K |
| Gemmer Asset Management LLC | 0.03% | Add +0.3% | 4,423 | $317K |
| Cetera Investment Advisers | 0.00% | New | 3,198 | $229K |
| Morgan Stanley | 0.00% | Reduce -98.7% | 2,711 | $194K |
| Osaic Holdings, Inc. | 0.00% | Add +114.0% | 2,418 | $173K |
| Evermay Wealth Management LLC | 0.02% | New | 1,689 | $121K |
| Bank of America Corp. | 0.00% | Add +3.6% | 1,621 | $116K |
| TFC Financial Management, Inc. | 0.01% | No change | 1,299 | $93K |
| Ogorek Anthony Joseph /NY/ | 0.03% | New | 1,233 | $88K |
| Harbour Investments, Inc. | 0.00% | Add +17.6% | 820 | $59K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 600 | $43K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 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.