CVRT icon

Calamos Convertible Equity Alternative ETF
CVRT

Overview Fund Activity

11 hedge funds and large institutions have $6.95M invested in Calamos Convertible Equity Alternative ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
11
Holders Change
–
Holders Change %
0%
% of All Funds
0.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
7
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWP
Principle Wealth Partners
Connecticut
$2.65M
2
Osaic Holdings
Osaic Holdings
Arizona
$619K
3
Jane Street
Jane Street
New York
$2M
4
FA
Flagstar Advisors
New York
$472K
5
UBS Group
UBS Group
Switzerland
$33K

Top Sellers

1
EC
Elequin Capital
New York
$0
2
APW
Aurora Private Wealth
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
1
Principle Wealth Partners
Connecticut
$2.65M +$2.65M +92,612 New
Jane Street
2
Jane Street
New York
$2M +$140K +4,886 +8%
Osaic Holdings
3
Osaic Holdings
Arizona
$619K +$488K +17,050 +371%
FA
4
Flagstar Advisors
New York
$472K +$43.7K +1,528 +10%
LSWP
5
Liberty Square Wealth Partners
Pennsylvania
$343K +$8.58K +300 +3%
KAS
6
Kestra Advisory Services
Texas
$261K +$515 +18 +0.2%
Truist Financial
7
Truist Financial
North Carolina
$248K – – –
OIA
8
OneDigital Investment Advisors
Kansas
$233K +$515 +18 +0.2%
AF
9
Advisornet Financial
Minnesota
$87.4K – – –
UBS Group
10
UBS Group
Switzerland
$33K +$24.8K +867 +303%
NS
11
NBC Securities
Alabama
$5K +$5K +200 New
EC
12
Elequin Capital
New York
– -$508K -16,914 Closed
APW
13
Aurora Private Wealth
New Jersey
– -$256K -8,543 Closed