Calamos Convertible Equity Alternative ETF
CVRT
11 hedge funds and large institutions have $4.55M invested in Calamos Convertible Equity Alternative ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
83% more funds holding
Funds holding: 6 → 11 (+5)
38% more capital invested
Capital invested by funds: $3.3M → $4.55M (+$1.25M)
10.04% more ownership
Funds ownership: 33.11% → 43.15% (+10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.41M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$277K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$263K |
| 4 |
APW
Aurora Private Wealth
Rockaway,
New Jersey
|
+$259K |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$247K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Elequin Capital
New York
|
-$1.97M |
| 2 |
NS
NBC Securities
Birmingham,
Alabama
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.95M | +$1.41M | +46,639 | +253% |
|
|
EC
2
Elequin Capital
New York
| $508K | -$1.97M | -65,054 | -79% |
|
|
FA
3
Flagstar Advisors
New York
| $449K | +$206K | +6,795 | +83% |
|
|
LSWP
4
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
| $372K | +$355K | +11,700 | New |
|
|
KAS
5
Kestra Advisory Services
Austin,
Texas
| $274K | +$277K | +9,117 | New |
|
|
6
Truist Financial
Charlotte,
North Carolina
| $260K | +$263K | +8,676 | New |
|
|
APW
7
Aurora Private Wealth
Rockaway,
New Jersey
| $256K | +$259K | +8,543 | New |
|
|
OIA
8
OneDigital Investment Advisors
Overland Park,
Kansas
| $244K | +$247K | +8,127 | New |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $138K | +$15.7K | +519 | +13% |
|
|
AF
10
Advisornet Financial
Minnetonka,
Minnesota
| $91.7K | – | – | – |
|
11
UBS Group
Zurich,
Switzerland
| $8.58K | +$8.68K | +286 | New |
|
|
NS
12
NBC Securities
Birmingham,
Alabama
| – | -$5K | -200 | Closed |
|
CVRT Hedge Fund Activity: Q4 2024 in Review
11 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Equity Alternative ETF (CVRT) for Q4 2024, worth a combined $4.55M — up 38% from $3.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CVRT positions and 1 closed out — a net gain of 5 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Jane Street, adding an estimated $1.41M. The largest seller was Elequin Capital, cutting an estimated $1.97M.
- 11 institutional investors held Calamos Convertible Equity Alternative ETF (CVRT) as of Q4 2024, up from 6 in Q3 2024.
- Funds reported $4.55M of Calamos Convertible Equity Alternative ETF stock for Q4 2024, up 38% quarter-over-quarter.
- 6 funds opened new Calamos Convertible Equity Alternative ETF positions in Q4 2024 and 1 closed out, a net change of +5 holders.
- The largest Calamos Convertible Equity Alternative ETF buyer in Q4 2024 was Jane Street, an estimated $1.41M added.
- The largest Calamos Convertible Equity Alternative ETF seller in Q4 2024 was Elequin Capital, an estimated $1.97M sold.
Based on aggregated 13F filings for Q4 2024.