Calamos Convertible Equity Alternative ETF
CVRT
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.
53% more capital invested
Capital invested by funds: $4.55M → $6.95M (+$2.4M)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
14.56% less ownership
Funds ownership: 43.15% → 28.6% (-15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWP
Principle Wealth Partners
Madison,
Connecticut
|
+$2.8M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$516K |
| 3 |
Jane Street
New York
|
+$148K |
| 4 |
FA
Flagstar Advisors
New York
|
+$46.3K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$26.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Elequin Capital
New York
|
-$508K |
| 2 |
APW
Aurora Private Wealth
Rockaway,
New Jersey
|
-$256K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWP
1
Principle Wealth Partners
Madison,
Connecticut
| $2.65M | +$2.8M | +92,612 | New |
|
|
2
Jane Street
New York
| $2M | +$148K | +4,886 | +8% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $619K | +$516K | +17,050 | +371% |
|
|
FA
4
Flagstar Advisors
New York
| $472K | +$46.3K | +1,528 | +10% |
|
|
LSWP
5
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
| $343K | +$9.08K | +300 | +3% |
|
|
KAS
6
Kestra Advisory Services
Austin,
Texas
| $261K | +$545 | +18 | +0.2% |
|
7
Truist Financial
Charlotte,
North Carolina
| $248K | – | – | – |
|
|
OIA
8
OneDigital Investment Advisors
Overland Park,
Kansas
| $233K | +$545 | +18 | +0.2% |
|
|
AF
9
Advisornet Financial
Minnetonka,
Minnesota
| $87.4K | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| $33K | +$26.2K | +867 | +303% |
|
|
NS
11
NBC Securities
Birmingham,
Alabama
| $5K | +$6.05K | +200 | New |
|
|
EC
12
Elequin Capital
New York
| – | -$508K | -16,914 | Closed |
|
|
APW
13
Aurora Private Wealth
Rockaway,
New Jersey
| – | -$256K | -8,543 | Closed |
|
CVRT Hedge Fund Activity: Q1 2025 in Review
11 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Equity Alternative ETF (CVRT) for Q1 2025, worth a combined $6.95M — up 53% from $4.55M a quarter earlier.
Fund positioning in CVRT was balanced in Q1 2025: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 0 trimmed.
The largest buyer was Principle Wealth Partners, opening a new position worth an estimated $2.8M. The largest seller was Elequin Capital, exiting entirely with an estimated $508K sold.
- 11 institutional investors held Calamos Convertible Equity Alternative ETF (CVRT) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $6.95M of Calamos Convertible Equity Alternative ETF stock for Q1 2025, up 53% quarter-over-quarter.
- 2 funds opened new Calamos Convertible Equity Alternative ETF positions in Q1 2025 and 2 closed out, a net change of 0 holders.
- The largest Calamos Convertible Equity Alternative ETF buyer in Q1 2025 was Principle Wealth Partners, an estimated $2.8M added.
- The largest Calamos Convertible Equity Alternative ETF seller in Q1 2025 was Elequin Capital, an estimated $508K sold.
Based on aggregated 13F filings for Q1 2025.