Calvert US Mcap Core RespCVMCETF
13F holders, Q3 2024 (September 30)18holders +4
5new positions
1sold out
$60.15avg. 13F price*
At the end of Q3 2024, 18 institutions reported holding Calvert US Mcap Core Resp (CVMC) in their 13F filings, up 4 from Q2 2024. 5 opened new positions and 1 sold out. The largest holders were Morgan Stanley ($24.3M), First Pacific Financial ($10.1M) and Financial Engines Advisors L.L.C. ($6.3M).
- Company
- Calvert US Mcap Core Resp
- Filed as
- MORGAN STANLEY ETF TRUST (Q3 2024)
- CUSIP
- 61774R403
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $4.4M |
| Exits | 1 | $1.4M |
All 13F filers, Q2 2024 → Q3 2024: 93,612 shares bought and 75,626 shares sold, net +17,986 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Morgan Stanley | 0.00% | Add +0.9% | 403,964 | $24.3M |
| First Pacific Financial | 2.36% | Reduce -21.6% | 167,848 | $10.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +1.3% | 105,158 | $6.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +38.1% | 49,982 | $3.0M |
| Jane Street Group, LLC | 0.00% | New | 36,232 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | New | 28,528 | $1.7M |
| Colorado Capital Management, Inc. | 0.70% | Reduce -11.6% | 23,662 | $1.4M |
| Manchester Capital Management LLC | 0.06% | No change | 8,796 | $529K |
| Sandbox Financial Partners, LLC | 0.13% | Add +0.2% | 6,269 | $377K |
| Private Advisor Group, LLC | 0.00% | Add +14.1% | 5,758 | $346K |
| Commonwealth Equity Services, LLC | 0.00% | New | 4,246 | $255K |
| Journey Strategic Wealth LLC | 0.01% | New | 4,188 | $252K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,527 | $92K |
| Osaic Holdings, Inc. | 0.00% | Add +208.4% | 1,280 | $77K |
| Harbour Investments, Inc. | 0.00% | Add +28.7% | 960 | $58K |
| US Bancorp \de | 0.00% | No change | 150 | $9K |
| UBS Group AG | 0.00% | New | 47 | $3K |
| 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.