Calamos Convertible Equity Alternative ETF
CVRT
6 hedge funds and large institutions have $8.58M invested in Calamos Convertible Equity Alternative ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
515% more capital invested
Capital invested by funds: $1.4M → $8.58M (+$7.19M)
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
100% more funds holding
Funds holding: 3 → 6 (+3)
35.76% more ownership
Funds ownership: 25.91% → 61.67% (+36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Elequin Capital
New York
|
+$5.76M |
| 2 |
Jane Street
New York
|
+$617K |
| 3 |
SPW
Sonoma Private Wealth
Sonoma,
California
|
+$364K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$67.6K |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$53.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.18K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EC
1
Elequin Capital
New York
| $6.82M | +$5.76M | +215,264 | +727% |
|
|
2
Jane Street
New York
| $1.26M | +$617K | +23,054 | +104% |
|
|
SPW
3
Sonoma Private Wealth
Sonoma,
California
| $378K | +$364K | +13,590 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $68.9K | +$67.6K | +2,525 | New |
|
|
AF
5
Advisornet Financial
Minnetonka,
Minnesota
| $55.8K | +$53.7K | +2,006 | New |
|
|
NS
6
NBC Securities
Birmingham,
Alabama
| $5K | +$5.35K | +200 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$3.18K | -118 | Closed |
|
CVRT Hedge Fund Activity: Q1 2024 in Review
6 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Equity Alternative ETF (CVRT) for Q1 2024, worth a combined $8.58M — up 515% from $1.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CVRT positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Elequin Capital, adding an estimated $5.76M. The largest seller was UBS Group, exiting entirely with an estimated $3.18K sold.
- 6 institutional investors held Calamos Convertible Equity Alternative ETF (CVRT) as of Q1 2024, up from 3 in Q4 2023.
- Funds reported $8.58M of Calamos Convertible Equity Alternative ETF stock for Q1 2024, up 515% quarter-over-quarter.
- 4 funds opened new Calamos Convertible Equity Alternative ETF positions in Q1 2024 and 1 closed out, a net change of +3 holders.
- The largest Calamos Convertible Equity Alternative ETF buyer in Q1 2024 was Elequin Capital, an estimated $5.76M added.
- The largest Calamos Convertible Equity Alternative ETF seller in Q1 2024 was UBS Group, an estimated $3.18K sold.
Based on aggregated 13F filings for Q1 2024.