CVRT icon

Calamos Convertible Equity Alternative ETF
CVRT

Overview Fund Trends Analyst Outlook Journalist POV

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

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership: →

Holders
11
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$2.65M
2
+$488K
3
+$140K
4
FA
Flagstar Advisors
New York
+$43.7K
5
UBS Group
UBS Group
Switzerland
+$24.8K

Top Sellers

1
-$508K
2
-$256K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1
Principle Wealth Partners
Connecticut
$2.65M
Jane Street
2
Jane Street
New York
$2M
Osaic Holdings
3
Osaic Holdings
Arizona
$619K
FA
4
Flagstar Advisors
New York
$472K
LSWP
5
Liberty Square Wealth Partners
Pennsylvania
$343K
KAS
6
Kestra Advisory Services
Texas
$261K
Truist Financial
7
Truist Financial
North Carolina
$248K
OIA
8
OneDigital Investment Advisors
Kansas
$233K
AF
9
Advisornet Financial
Minnesota
$87.4K
UBS Group
10
UBS Group
Switzerland
$33K
NS
11
NBC Securities
Alabama
$5K
EC
12
Elequin Capital
New York
–
APW
13
Aurora Private Wealth
New Jersey
–