Calvert US Mcap Core RespCVMCETF
13F holders, Q1 2025 (March 31)32holders +9
9new positions
0sold out
1famous investor
$56.72avg. 13F price*
At the end of Q1 2025, 32 institutions reported holding Calvert US Mcap Core Resp (CVMC) in their 13F filings, up 9 from Q4 2024. 9 opened new positions and 0 sold out. The largest holders were Morgan Stanley ($20.3M), First Pacific Financial ($10.7M) and Financial Engines Advisors L.L.C. ($5.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Calvert US Mcap Core Resp
- Filed as
- MORGAN STANLEY ETF TRUST (Q1 2025)
- CUSIP
- 61774R403
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.3M |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 73,486 shares bought and 76,605 shares sold, net −3,119 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Morgan Stanley | 0.00% | Reduce -7.2% | 357,175 | $20.3M |
| First Pacific Financial | 2.17% | Add +7.2% | 188,542 | $10.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +3.4% | 104,341 | $5.9M |
| LongView Asset Management LLC | 3.42% | Add +12.1% | 70,323 | $4.0M |
| Archer Investment Management, LLC | 2.58% | Reduce -26.1% | 65,830 | $3.7M |
| Colorado Capital Management, Inc. | 0.58% | Reduce -2.1% | 21,915 | $1.2M |
| Citadel Advisors | 0.00% | New | 16,033 | $909K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -38.0% | 15,725 | $892K |
| Susquehanna International Group, LLP | 0.00% | Reduce -53.8% | 12,222 | $693K |
| Creative Planning | 0.00% | No change | 10,326 | $586K |
| Manchester Capital Management LLC | 0.06% | No change | 8,796 | $499K |
| Prime Capital Investment Advisors, LLC | 0.01% | New | 8,480 | $481K |
| HighTower Advisors, LLC | 0.00% | Add +89.8% | 8,459 | $480K |
| Commonwealth Equity Services, LLC | 0.00% | Add +22.5% | 6,818 | $387K |
| Private Advisor Group, LLC | 0.00% | Add +1.9% | 6,385 | $362K |
| Sandbox Financial Partners, LLC | 0.13% | Add +0.3% | 6,309 | $358K |
| Natural Investments, LLC | 0.10% | Reduce -8.0% | 6,083 | $345K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -3.5% | 5,252 | $298K |
| Collaborative Wealth Managment Inc. | 0.13% | New | 5,055 | $287K |
| Mariner, LLC | 0.00% | New | 4,532 | $257K |
| UBS Group AG | 0.00% | Add +1328.5% | 4,157 | $236K |
| Meriwether Wealth & Planning, LLC | 0.15% | Reduce -8.3% | 3,969 | $225K |
| Money Concepts Capital Corp. | 0.02% | New | 3,948 | $224K |
| Cwm, LLC | 0.00% | Reduce -4.7% | 3,524 | $200K |
| Osaic Holdings, Inc. | 0.00% | Add +56.2% | 2,242 | $127K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,527 | $87K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.5% | 1,086 | $62K |
| Valley National Advisers Inc. | 0.01% | New | 750 | $42K |
| McIlrath & Eck, LLC | 0.01% | New | 724 | $41K |
| Heritage Wealth Advisors | 0.00% | New | 214 | $12K |
| US Bancorp \de | 0.00% | No change | 150 | $9K |
| FMR LLC | 0.00% | New | 1 | $57 |
"% 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.