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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.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding: →

more ownership

Funds ownership: →

40% less capital invested

Capital invested by funds: $6.95M → $4.2M (-$2.75M)

Holders
13
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
+$597K
2
+$248K
3
+$154K
4
Osaic Holdings
Osaic Holdings
Arizona
+$7.41K
5
UBS Group
UBS Group
Switzerland
+$2.47K

Top Sellers

1
-$2.65M
2
-$1.33M
3
-$239K
4
AF
Advisornet Financial
Minnesota
-$57.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$910K
Osaic Holdings
2
Osaic Holdings
Arizona
$701K
EC
3
Elequin Capital
New York
$597K
LSWP
4
Liberty Square Wealth Partners
Pennsylvania
$385K
KAS
5
Kestra Advisory Services
Texas
$293K
FA
6
Flagstar Advisors
New York
$290K
Truist Financial
7
Truist Financial
North Carolina
$278K
OIA
8
OneDigital Investment Advisors
Kansas
$262K
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$248K
AAS
10
Ameritas Advisory Services
Nebraska
$154K
AF
11
Advisornet Financial
Minnesota
$40.7K
UBS Group
12
UBS Group
Switzerland
$39.4K
NS
13
NBC Securities
Alabama
$6K
PWP
14
Principle Wealth Partners
Connecticut
–