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CVIE MORGAN STANLEY ETF TRUST

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CALVE INDEX ETF (fund)

33 managers (33 13F filers) reported a position in CVIE shares at 2024-12-31, 1,394,841 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
33
13F filers
33
New
6
Added
11
Reduced
5
Sold out
3
Shares held by filers
1,394,841

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
COMMONWEALTH EQUITY SERVICES, LLC676,055$37.3M0.05%+25,32613F-HRTimeline
O'Brien Wealth Partners LLC129,625$7.15M1.29%+4,34613F-HRTimeline
LongView Asset Management LLC76,024$4.19M3.66%13F-HRTimeline
FLOW TRADERS U.S. LLC70,565$3.89M0.15%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC61,345$3.38M0.15%-27,14713F-HRTimelineGroup
Archer Investment Management, LLC52,572$2.9M1.79%13F-HRTimeline
EP Wealth Advisors, LLC52,507$2.9M0.02%-26,77813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC41,914$2.31M<0.01%+18313F-HRTimelineGroup
Sanctuary Advisors, LLC25,885$1.51M0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC27,246$1.5M<0.01%13F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,749$1.37M<0.01%-127,71513F-HRTimelineGroup
Kondo Wealth Advisors, Inc.21,660$1.2M0.61%13F-HRTimeline
A&I FINANCIAL SERVICES, LLC18,595$1.03M1%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17,579$970K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning15,512$856K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY15,241$841K<0.01%-129,71713F-HR/ATimelineGroup
WEALTHGARDEN F.S. LLC15,240$841K0.79%+3,27213F-HRTimeline
Financial Engines Advisors L.L.C.8,789$485K<0.01%+70413F-HRTimeline
Mariner, LLCin group Mariner, LLC6,337$350K<0.01%new13F-HRTimelineGroup
NATURAL INVESTMENTS, LLC4,958$273K0.08%13F-HRTimeline
Per Stirling Capital Management, LLC.4,808$265K0.04%+2413F-HRTimeline
RW Investment Management LLC4,796$265K0.03%-81613F-HRTimeline
Sandbox Financial Partners, LLC4,049$223K0.07%+40213F-HRTimeline
Ironwood Investment Counsel, LLC4,000$221K0.04%013F-HRTimeline
Plum Street Advisors, LLC3,790$209K0.1%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,376$186K0.01%+1,09413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,236$179K<0.01%+1713F-HR/ATimelineGroup
EVERMAY WEALTH MANAGEMENT LLC1,340$73.9K0.01%013F-HRTimeline
TFC Financial Management, Inc.1,313$72.4K0.01%+68013F-HRTimeline
OARSMAN CAPITAL, INC.912$50.3K0.01%+9213F-HRTimeline
SIERRA OCEAN, LLC730$40.3K0.03%13F-HRTimeline
Geneos Wealth Management Inc.93$5.13K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.