Calvert US L-C CR Resp IndexCVLCETF
13F holders, Q4 2024 (December 31)48holders +14
14new positions
2sold out
1famous investor
$73.35avg. 13F price*
At the end of Q4 2024, 48 institutions reported holding Calvert US L-C CR Resp Index (CVLC) in their 13F filings, up 14 from Q3 2024. 14 opened new positions and 2 sold out. The largest holders were State Insurance Fund ($197.8M), Commonwealth Equity Services, LLC ($37.4M) and O'Brien Wealth Partners LLC ($20.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Calvert US L-C CR Resp Index
- Filed as
- MORGAN STANLEY ETF TRUST (Q4 2024)
- CUSIP
- 61774R205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $23.3M |
| Exits | 2 | $985K |
All 13F filers, Q3 2024 → Q4 2024: 648,538 shares bought and 80,303 shares sold, net +568,235 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| State Insurance Fund | 100.00% | No change | 2,697,658 | $197.8M |
| Commonwealth Equity Services, LLC | 0.05% | Add +4.6% | 510,439 | $37.4M |
| O'Brien Wealth Partners LLC | 3.70% | Add +6.9% | 279,735 | $20.5M |
| Ogorek Anthony Joseph /NY/ | 6.42% | Add +22208.7% | 275,066 | $20.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.2% | 253,849 | $18.6M |
| Global Endowment Management, LP | 1.59% | New | 169,980 | $12.5M |
| Raymond James Financial Inc. | 0.00% | — | 112,142 | $8.2M |
| Rossby Financial, LCC | 4.58% | — | 98,536 | $7.2M |
| WCG Wealth Advisors LLC | 0.24% | Add +0.9% | 50,526 | $3.7M |
| Creative Planning | 0.00% | New | 40,880 | $3.0M |
| Sandbox Financial Partners, LLC | 0.98% | Add +0.1% | 39,936 | $2.9M |
| Kondo Wealth Advisors, Inc. | 1.17% | — | 31,377 | $2.3M |
| LongView Asset Management LLC | 1.94% | — | 30,386 | $2.2M |
| Focus Partners Wealth | 0.01% | New | 26,870 | $2.0M |
| Trillium Asset Management, LLC | 0.04% | New | 21,848 | $1.6M |
| RW Investment Management LLC | 0.18% | Reduce -17.8% | 20,695 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | No change | 19,438 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -4.8% | 18,124 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -4.8% | 18,124 | $1.3M |
| Fulcrum Capital LLC | 0.24% | Add +1.5% | 15,718 | $1.2M |
| Skyline Advisors, Inc. | 0.44% | New | 15,599 | $1.1M |
| Riverwater Partners LLC | 0.44% | New | 12,311 | $903K |
| Pathway Financial Advisors LLC | 0.20% | Reduce -13.1% | 11,984 | $879K |
| First Pacific Financial | 0.16% | Add +9.7% | 9,616 | $705K |
| HighTower Advisors, LLC | 0.00% | New | 8,576 | $629K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1290.8% | 8,345 | $612K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -54.0% | 8,252 | $605K |
| Natural Investments, LLC | 0.16% | — | 8,109 | $594K |
| Perigon Wealth Management, LLC | 0.01% | Add +15.5% | 7,528 | $559K |
| Mariner, LLC | 0.00% | New | 7,265 | $533K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -85.9% | 7,040 | $516K |
| Per Stirling Capital Management, LLC. | 0.06% | Add +0.2% | 6,137 | $450K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -1.4% | 4,851 | $356K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 4,637 | $340K |
| Gemmer Asset Management LLC | 0.03% | Add +0.3% | 4,435 | $325K |
| Collaborative Wealth Managment Inc. | 0.14% | New | 4,344 | $319K |
| Bank of America Corp. | 0.00% | Add +165.8% | 4,308 | $316K |
| Aaron Wealth Advisors LLC | 0.03% | New | 3,517 | $258K |
| Citadel Advisors | 0.00% | New | 3,373 | $247K |
| Journey Strategic Wealth LLC | 0.01% | New | 3,273 | $240K |
| Morgan Stanley | 0.00% | Add +3.2% | 2,798 | $205K |
| Harbour Investments, Inc. | 0.01% | Add +228.5% | 2,694 | $198K |
| Osaic Holdings, Inc. | 0.00% | Add +11.3% | 2,691 | $197K |
| TFC Financial Management, Inc. | 0.03% | Add +70.4% | 2,214 | $162K |
| Evermay Wealth Management LLC | 0.02% | No change | 1,689 | $124K |
| Cwm, LLC | 0.00% | New | 137 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 100 | $7K |
| Allworth Financial LP | 0.00% | New | 40 | $3K |
"% 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.