Calvert US Mid-Cap Core Responsible Index ETF (CVMC)
ETF ยท NYSE Arca
Calvert US Mid-Cap Core Responsible Index ETF (CVMC) is an exchange-traded fund listed on NYSE Arca, where it has traded since January 30, 2023.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- January 30, 2023
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 51 institutions reported holding CVMC, with 946,342 shares worth $72.0 million in aggregate. The largest reported holder was First Pacific Financial, with 255,950 shares worth $19.5 million. Of the 5 largest holders listed below, 2 opened new positions in CVMC, 2 added shares and 1 reduced its position during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| First Pacific Financial | 255,950 | $19M | Added 2.32% |
| EP Wealth Advisors | 116,055 | $9M | Added 5.62% |
| Financial Engines Advisors | 110,192 | $8M | Reduced 3.47% |
| Goldman Sachs | 74,767 | $6M | New position |
| Tfc Financial Management | 61,148 | $5M | New position |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is CVMC?
Calvert US Mid-Cap Core Responsible Index ETF (CVMC) is an exchange-traded fund listed on NYSE Arca, where it has traded since January 30, 2023.
Who are the largest institutional holders of CVMC?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of CVMC were First Pacific Financial, EP Wealth Advisors and Financial Engines Advisors.
How many institutions own CVMC?
51 institutions reported a position in CVMC for the quarter ended June 30, 2026, worth $72.0 million in total.
Did institutions buy or sell CVMC last quarter?
Of the 5 largest reported holders, 2 opened new positions in CVMC, 2 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for CVMC.
Every reported institutional holder, plus insider and congressional trades in CVMC, on SentiSense.