CVIE · Calvert International Responsible Index ETF ETF
$86.38
+0.43 (+0.50%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $2,719,565
Total Shares: 31,990
Institutional Ownership Trend
2 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2023Top Holder
100.0%
+11.5 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated+2,123
Quarterly Activity
vs Mar 31, 2023
New
1
Increased
0
Decreased
0
Sold Out
5
Unchanged
0
Holder count:
-4
Institutional value:
-85.4%
Shares held:
-91.4%
Top New Positions
vs Mar 31, 2023| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Financial Insights, Inc. | 31,990 | $2,719,565 |
Top Sold-Out Positions
vs Mar 31, 2023| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega MORGAN STANLEY | 330,000 | $16,490,760 | |
| Large COMMONWEALTH EQUITY SERVICES, LLC | 19,749 | $986,897 | |
| Mega JANE STREET GROUP, LLC | 13,559 | $677,570 | |
| Mega CITADEL ADVISORS LLC | 9,650 | $482,229 | |
| Mega UBS Group AG | 2 | $99 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Financial Insights, Inc. CVIE | $2,719,565 | 100.00% | 31,990 | Shares | 2026-08-25 |