Calvert US Mcap Core RespCVMCETF
13F holders, Q4 2024 (December 31)23holders +5
3new positions
2sold out
$59.41avg. 13F price*
At the end of Q4 2024, 23 institutions reported holding Calvert US Mcap Core Resp (CVMC) in their 13F filings, up 5 from Q3 2024. 3 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($22.9M), First Pacific Financial ($10.5M) and Financial Engines Advisors L.L.C. ($6.0M).
- Company
- Calvert US Mcap Core Resp
- Filed as
- MORGAN STANLEY ETF TRUST (Q4 2024)
- CUSIP
- 61774R403
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.1M |
| Exits | 2 | $2.2M |
All 13F filers, Q3 2024 → Q4 2024: 30,234 shares bought and 87,531 shares sold, net −57,297 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Morgan Stanley | 0.00% | Reduce -4.7% | 384,945 | $22.9M |
| First Pacific Financial | 2.43% | Add +4.8% | 175,929 | $10.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -4.1% | 100,869 | $6.0M |
| Archer Investment Management, LLC | 3.26% | — | 89,018 | $5.3M |
| LongView Asset Management LLC | 3.25% | — | 62,719 | $3.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -7.2% | 26,480 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -49.3% | 25,348 | $1.5M |
| Colorado Capital Management, Inc. | 0.64% | Reduce -5.4% | 22,393 | $1.3M |
| Creative Planning | 0.00% | New | 10,326 | $613K |
| Manchester Capital Management LLC | 0.06% | No change | 8,796 | $523K |
| Natural Investments, LLC | 0.11% | — | 6,611 | $392K |
| Sandbox Financial Partners, LLC | 0.12% | Add +0.4% | 6,292 | $374K |
| Private Advisor Group, LLC | 0.00% | Add +8.9% | 6,269 | $372K |
| Commonwealth Equity Services, LLC | 0.00% | Add +31.1% | 5,565 | $331K |
| Journey Strategic Wealth LLC | 0.01% | Add +30.0% | 5,443 | $323K |
| HighTower Advisors, LLC | 0.00% | New | 4,458 | $265K |
| Meriwether Wealth & Planning, LLC | 0.18% | — | 4,326 | $257K |
| Cwm, LLC | 0.00% | New | 3,697 | $220K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,527 | $91K |
| Osaic Holdings, Inc. | 0.00% | Add +12.1% | 1,435 | $85K |
| Harbour Investments, Inc. | 0.00% | Add +17.2% | 1,125 | $67K |
| UBS Group AG | 0.00% | Add +519.1% | 291 | $17K |
| US Bancorp \de | 0.00% | No change | 150 | $9K |
"% 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.