Calvert US Mcap Core RespCVMCETF
13F holders, Q2 2024 (June 30)14holders +1
3new positions
2sold out
$55.11avg. 13F price*
At the end of Q2 2024, 14 institutions reported holding Calvert US Mcap Core Resp (CVMC) in their 13F filings, up 1 from Q1 2024. 3 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($22.1M), First Pacific Financial ($11.8M) and Financial Engines Advisors L.L.C. ($5.7M).
- Company
- Calvert US Mcap Core Resp
- Filed as
- MORGAN STANLEY ETF TRUST (Q2 2024)
- CUSIP
- 61774R403
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $847K |
| Exits | 2 | $1.9M |
All 13F filers, Q1 2024 → Q2 2024: 55,848 shares bought and 34,528 shares sold, net +21,320 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Morgan Stanley | 0.00% | Add +0.1% | 400,526 | $22.1M |
| First Pacific Financial | 3.03% | Add +4.3% | 214,156 | $11.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +8.1% | 103,809 | $5.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +173.5% | 36,204 | $2.0M |
| Colorado Capital Management, Inc. | 0.82% | Reduce -5.5% | 26,763 | $1.5M |
| Hilltop Wealth Advisors, LLC | 0.73% | Add +0.2% | 26,217 | $1.4M |
| Manchester Capital Management LLC | 0.06% | New | 8,796 | $485K |
| Sandbox Financial Partners, LLC | 0.13% | Reduce -7.9% | 6,254 | $345K |
| Private Advisor Group, LLC | 0.00% | New | 5,046 | $278K |
| GPS Wealth Strategies Group, LLC | 0.01% | New | 1,527 | $84K |
| Harbour Investments, Inc. | 0.00% | Add +31.1% | 746 | $41K |
| Osaic Holdings, Inc. | 0.00% | Add +33.9% | 415 | $23K |
| US Bancorp \de | 0.00% | No change | 150 | $8K |
| 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.