Who Owns CDEI?
Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF — Institutional Ownership & 13F Holdings
$85.58
+0.42 (+0.50%)
Market Cap
$27.2M
Shares Outstanding
342,862
Institutional Holders
5
Total Inst. Value
$13.5M
% of Float Held
—
QoQ Holder Change
+2
Institutional data as of Q1 2025
New Positions
2
Closed Positions
1
Increased
1
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $12.8M | 190,001 |
| 2 | NATURAL INVESTMENTS, LLC | $510K | 7,574 |
| 3 | OSAIC HOLDINGS, INC. | $90K | 1,334 |
| 4 | Ritter Daniher Financial Advisory LLC / DENew | $85K | 1,260 |
| 5 | FMR LLCNew | $0 | 1 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | +549 | $90K |
| Ritter Daniher Financial Advisory LLC / DENew | +1K | $85K |
| FMR LLCNew | +1 | $0 |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MORGAN STANLEY | -100K | $12.8M |
| NATURAL INVESTMENTS, LLC | -7K | $510K |
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Frequently Asked Questions
How many institutional investors hold CDEI?
As of Q1 2025, 5 institutional investors report holding CDEI (Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF) in their 13F filings.
Which hedge fund owns the most CDEI?
The largest institutional holder of CDEI is MORGAN STANLEY with $12.8M in shares.
Are institutions buying or selling CDEI?
This quarter, 2 institutions opened new positions in CDEI and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.