Calamos Convertible Equity Alternative ETF
CVRT
13 hedge funds and large institutions have $4.2M invested in Calamos Convertible Equity Alternative ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
18% more funds holding
Funds holding: 11 → 13 (+2)
25.73% less ownership
Funds ownership: 69.45% → 43.71% (-26%)
77% less capital inflows, than outflows
Capital inflows: $937K | Capital outflows: $4.16M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Elequin Capital
New York
|
+$554K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$230K |
| 3 |
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$143K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.87K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.29K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principle Wealth Partners
Madison,
Connecticut
|
-$2.65M |
| 2 |
Jane Street
New York
|
-$1.24M |
| 3 |
Flagstar Advisors
New York
|
-$222K |
| 4 |
Advisornet Financial
Minnetonka,
Minnesota
|
-$53.1K |
CVRT Hedge Fund Activity: Q2 2025 in Review
13 of the 7,627 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Equity Alternative ETF (CVRT) for Q2 2025, worth a combined $4.2M — down 40% from $6.95M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CVRT positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Elequin Capital, opening a new position worth an estimated $554K. The largest seller was Principle Wealth Partners, exiting entirely with an estimated $2.65M sold.
- 13 institutional investors held Calamos Convertible Equity Alternative ETF (CVRT) as of Q2 2025, up from 11 in Q1 2025.
- Funds reported $4.2M of Calamos Convertible Equity Alternative ETF stock for Q2 2025, down 40% quarter-over-quarter.
- 3 funds opened new Calamos Convertible Equity Alternative ETF positions in Q2 2025 and 1 closed out, a net change of +2 holders.
- The largest Calamos Convertible Equity Alternative ETF buyer in Q2 2025 was Elequin Capital, an estimated $554K added.
- The largest Calamos Convertible Equity Alternative ETF seller in Q2 2025 was Principle Wealth Partners, an estimated $2.65M sold.
Based on aggregated 13F filings for Q2 2025.