Calvert US Mcap Core RespCVMCETF
13F holders, Q1 2024 (March 31)13holders
$57.88avg. 13F price*
At the end of Q1 2024, 13 institutions reported holding Calvert US Mcap Core Resp (CVMC) in their 13F filings. The largest holders were Morgan Stanley ($23.1M), First Pacific Financial ($11.9M) and Financial Engines Advisors L.L.C. ($5.6M).
- Company
- Calvert US Mcap Core Resp
- Filed as
- MORGAN STANLEY ETF TRUST (Q1 2024)
- CUSIP
- 61774R403
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $7.8M |
| Exits | 0 | $0 |
Ownership 13 holders
| Morgan Stanley | 0.00% | No change | 400,000 | $23.1M |
| First Pacific Financial | 3.32% | Add +13.6% | 205,280 | $11.9M |
| Financial Engines Advisors L.L.C. | 0.01% | New | 96,042 | $5.6M |
| Jane Street Group, LLC | 0.00% | Add +15.7% | 28,584 | $1.7M |
| Colorado Capital Management, Inc. | 0.95% | Add +29.6% | 28,323 | $1.6M |
| Hilltop Wealth Advisors, LLC | 0.77% | New | 26,155 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | New | 13,238 | $766K |
| Sandbox Financial Partners, LLC | 0.17% | Reduce -11.7% | 6,793 | $393K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.2% | 3,845 | $223K |
| Harbour Investments, Inc. | 0.00% | Add +1085.4% | 569 | $33K |
| Osaic Holdings, Inc. | 0.00% | No change | 310 | $18K |
| US Bancorp \de | 0.00% | No change | 150 | $9K |
| Community Bank, N.A. | 0.00% | No change | 40 | $2K |
"% of holder's portfolio" is CVMC's weight in each manager's 13F, not the share of Calvert US Mcap Core Resp the manager owns.