Calvert International Responsible Index
CVIE • ARCA
Calvert International Responsible Index is an exchange-traded fund on ARCA. As of Q3 2025, 50 institutional investors hold shares in this ETF, with total holdings valued at $195.1M. COMMONWEALTH EQUITY SERVICES, LLC. is the largest holder with a position valued at $49.8M.
Overview
Overview of institutional ownership in CVIE as of Q3 2025
All Institutions
- Institutions
- 50
- Value Held
- $195.1M
- Shares Held
- 2.9M
- Avg Position
- $3.9M
- Median Position
- $679.9K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in CVIE as of Q3 2025
| Institution | Position Value |
|---|---|
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $49.8M 0.07% of portfolio |
 Sontag Advisory, LLC RIA/Wealth | $27.7M 0.14% of portfolio |
R Rossby Financial, LCC RIA/Wealth | $19.7M 6.58% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $17.1M 0.00% of portfolio |
 Pensionmark Financial Group, LLC Pension/Endowment | $16.3M 0.34% of portfolio |
 LongView Asset Management LLC RIA/Wealth | $8.9M 6.15% of portfolio |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $8.3M 0.01% of portfolio |
 O'Brien Wealth Partners LLC RIA/Wealth | $8.3M 1.20% of portfolio |
 ST GERMAIN D J CO INC RIA/Wealth | $5.9M 0.24% of portfolio |
 Gateway Wealth Partners, LLC RIA/Wealth | $3.9M 0.53% of portfolio |
Net Capital Flow
Institutional buying and selling activity for CVIE in Q3 2025
- Net Flow
- +$24.7M
- Buyers
- 25
- Sellers
- 11
- Total Bought
- +$33.0M
- Total Sold
- −$8.3M
- Avg Position
- $4.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Sontag Advisory, LLC RIA/Wealth | +$22.8M +333.9K shares |
R Rossby Financial, LCC RIA/Wealth | +$2.3M +33.0K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$1.7M +24.6K shares |
LongView Asset Management LLC RIA/Wealth | +$1.4M +20.7K shares |
ST GERMAIN D J CO INC RIA/Wealth | +$1.1M +15.5K shares |
Gateway Wealth Partners, LLC RIA/Wealth | +$913.0K +13.4K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$613.8K +9.0K shares |
F FLOW TRADERS U.S. LLC Institution | +$485.9K +7.1K shares |
A Advisor Group Holdings, Inc. Institution | +$305.9K +4.5K shares |
 Geneos Wealth Management Inc. RIA/Wealth | +$266.8K +3.9K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
J JANE STREET GROUP, LLC Institution | −$5.8M −89.2K shares |
Pensionmark Financial Group, LLC Pension/Endowment | −$652.7K −9.6K shares |
AMERIPRISE FINANCIAL INC Institution | −$590.8K −8.7K shares |
 GOLDMAN SACHS GROUP INC Institution | −$528.6K −8.1K shares |
O'Brien Wealth Partners LLC RIA/Wealth | −$456.5K −6.7K shares |
 MORGAN STANLEY RIA/Wealth | −$148.4K −2.2K shares |
 Kondo Wealth Advisors, Inc. RIA/Wealth | −$49.3K −722.0 shares |
S SIERRA OCEAN, LLC RIA/Wealth | −$47.6K −730.0 shares |
 Creative Planning RIA/Wealth | −$44.6K −653.0 shares |
 AI Financial Services LLC RIA/Wealth | −$1.1K −16.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited CVIE in Q3 2025
- New Positions
- 9
- New Value
- $11.3M
- Exited Positions
- 3
- Exited Value
- $6.4M
New Positions
| Institution | Position Value |
|---|---|
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $8.3M 121.0K shares |
 Kestra Advisory Services, LLC RIA/Wealth | $1.0M 15.0K shares |
 CWM, LLC RIA/Wealth | $774.2K 11.3K shares |
C CLS Investments, LLC Institution | $529.5K 7.8K shares |
 LINCOLN CAPITAL CORP RIA/Wealth | $238.8K 3.5K shares |
 Cetera Investment Advisers RIA/Wealth | $217.9K 3.2K shares |
 Collaborative Wealth Managment Inc. RIA/Wealth | $204.7K 3.0K shares |
 PRINCIPAL SECURITIES, INC. RIA/Wealth | $38.9K 570.0 shares |
 Founders Financial Alliance, LLC RIA/Wealth | $7.7K 113.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
J JANE STREET GROUP, LLC Institution | $5.8M 89.2K shares |
GOLDMAN SACHS GROUP INC Institution | $528.6K 8.1K shares |
S SIERRA OCEAN, LLC RIA/Wealth | $47.6K 730.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in CVIE as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with CVIE as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
R Rossby Financial, LCC RIA/Wealth | 6.58% $19.7M |
LongView Asset Management LLC RIA/Wealth | 6.15% $8.9M |
 Archer Investment Management, LLC RIA/Wealth | 1.87% $3.0M |
O'Brien Wealth Partners LLC RIA/Wealth | 1.20% $8.3M |
 WEALTHGARDEN F.S. LLC Private Equity | 0.96% $1.3M |
AI Financial Services LLC RIA/Wealth | 0.92% $1.4M |
Gateway Wealth Partners, LLC RIA/Wealth | 0.53% $3.9M |
Kondo Wealth Advisors, Inc. RIA/Wealth | 0.38% $947.5K |
Pensionmark Financial Group, LLC Pension/Endowment | 0.34% $16.3M |
ST GERMAIN D J CO INC RIA/Wealth | 0.24% $5.9M |