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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.

New
Increased
Maintained
Reduced
Closed

366% more capital inflows, than outflows

Capital inflows: $3.56M | Capital outflows: $764K

26.29% more ownership

Funds ownership: 43.15% → 69.45% (+26%)

0% more funds holding

Funds holding: 11 → 11 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

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

Rank Fund Capital Flow
1
Principle Wealth Partners
Principle Wealth Partners
Connecticut
+$2.8M
2
Osaic Holdings
Osaic Holdings
Arizona
+$516K
3
Jane Street
Jane Street
New York
+$148K
4
Flagstar Advisors
Flagstar Advisors
New York
+$46.3K
5
UBS Group
UBS Group
Switzerland
+$26.2K

Top Sellers

Rank Fund Capital Flow
1
Elequin Capital
Elequin Capital
New York
-$508K
2
APW
Aurora Private Wealth
New Jersey
-$256K

CVRT Hedge Fund Activity: Q1 2025 in Review

11 of the 7,486 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.