Calvert US Mid-Cap Core Responsible Index
CVMC • ARCA
Calvert US Mid-Cap Core Responsible Index is an exchange-traded fund on ARCA. As of Q3 2025, 34 institutional investors hold shares in this ETF, with total holdings valued at $63.4M. MORGAN STANLEY is the largest holder with a position valued at $21.0M.
Overview
Overview of institutional ownership in CVMC as of Q3 2025
All Institutions
- Institutions
- 34
- Value Held
- $63.4M
- Shares Held
- 998.3K
- Avg Position
- $1.9M
- Median Position
- $317.7K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in CVMC as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $21.0M 0.00% of portfolio |
F First Pacific Financial RIA/Wealth | $14.5M 2.02% of portfolio |
F Financial Engines Advisors L.L.C. Institution | $6.4M 0.01% of portfolio |
 LongView Asset Management LLC RIA/Wealth | $6.3M 4.38% of portfolio |
 Archer Investment Management, LLC RIA/Wealth | $3.2M 1.97% of portfolio |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $1.8M 0.00% of portfolio |
J Joel Adams & Associates, Inc. Institution | $1.5M 1.17% of portfolio |
 Summit Investment Advisors, Inc. RIA/Wealth | $1.3M 0.04% of portfolio |
 CWM, LLC RIA/Wealth | $1.2M 0.00% of portfolio |
 Colorado Capital Management, Inc. RIA/Wealth | $722.6K 0.32% of portfolio |
Net Capital Flow
Institutional buying and selling activity for CVMC in Q3 2025
- Traded
- +$1.4M
- Buyers
- 18
- Sellers
- 11
- Total Bought
- +$4.7M
- Total Sold
- −$3.3M
- Avg Position
- $1.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
J Joel Adams & Associates, Inc. Institution | +$1.5M +22.9K shares |
LongView Asset Management LLC RIA/Wealth | +$1.2M +19.3K shares |
F First Pacific Financial RIA/Wealth | +$850.8K +13.4K shares |
 BSW Wealth Partners RIA/Wealth | +$301.4K +4.7K shares |
F Financial Engines Advisors L.L.C. Institution | +$248.3K +3.9K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$182.5K +2.9K shares |
CWM, LLC RIA/Wealth | +$139.4K +2.2K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | +$107.5K +1.7K shares |
 VALLEY NATIONAL ADVISERS INC RIA/Wealth | +$52.4K +825.0 shares |
 Triumph Capital Management RIA/Wealth | +$52.4K +825.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
MORGAN STANLEY RIA/Wealth | −$1.6M −24.9K shares |
 GOLDMAN SACHS GROUP INC Institution | −$626.9K −10.3K shares |
Colorado Capital Management, Inc. RIA/Wealth | −$418.1K −6.6K shares |
 NATURAL INVESTMENTS, LLC RIA/Wealth | −$370.1K −6.1K shares |
 UBS Group AG Institution | −$177.4K −2.9K shares |
 Collaborative Wealth Managment Inc. RIA/Wealth | −$57.5K −906.0 shares |
 Modern Wealth Management, LLC RIA/Wealth | −$34.2K −539.0 shares |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | −$31.2K −492.0 shares |
Archer Investment Management, LLC RIA/Wealth | −$18.7K −294.0 shares |
A Advisor Group Holdings, Inc. Institution | −$9.0K −142.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited CVMC in Q3 2025
- New Positions
- 6
- New Value
- $1.8M
- Exited Positions
- 3
- Exited Value
- $1.2M
New Positions
| Institution | Position Value |
|---|---|
J Joel Adams & Associates, Inc. Institution | $1.5M 22.9K shares |
BSW Wealth Partners RIA/Wealth | $301.4K 4.7K shares |
Triumph Capital Management RIA/Wealth | $52.4K 825.0 shares |
 PRINCIPAL SECURITIES, INC. RIA/Wealth | $25.8K 407.0 shares |
 Founders Financial Alliance, LLC RIA/Wealth | $7.6K 119.0 shares |
 Geneos Wealth Management Inc. RIA/Wealth | $1.3K 20.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
GOLDMAN SACHS GROUP INC Institution | $626.9K 10.3K shares |
NATURAL INVESTMENTS, LLC RIA/Wealth | $370.1K 6.1K shares |
UBS Group AG Institution | $177.4K 2.9K shares |
Options Activity
Institutions with the largest Call and Put options positions in CVMC 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 CVMC as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
LongView Asset Management LLC RIA/Wealth | 4.38% $6.3M |
F First Pacific Financial RIA/Wealth | 2.02% $14.5M |
Archer Investment Management, LLC RIA/Wealth | 1.97% $3.2M |
J Joel Adams & Associates, Inc. Institution | 1.17% $1.5M |
Colorado Capital Management, Inc. RIA/Wealth | 0.32% $722.6K |
 Sandbox Financial Partners, LLC RIA/Wealth | 0.12% $431.6K |
Collaborative Wealth Managment Inc. RIA/Wealth | 0.09% $222.1K |
Summit Investment Advisors, Inc. RIA/Wealth | 0.04% $1.3M |
BSW Wealth Partners RIA/Wealth | 0.04% $301.4K |
 BBR PARTNERS, LLC Family Office | 0.03% $558.5K |