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)
4.19% more ownership
Funds ownership: 28.6% → 32.79% (+4.2%)
40% less capital invested
Capital invested by funds: $6.95M → $4.2M (-$2.75M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Elequin Capital
New York
|
+$554K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$230K |
| 3 |
AAS
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 |
PWP
Principle Wealth Partners
Madison,
Connecticut
|
-$2.65M |
| 2 |
Jane Street
New York
|
-$1.24M |
| 3 |
FA
Flagstar Advisors
New York
|
-$222K |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$53.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $910K | -$1.24M | -41,565 | -59% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $701K | +$6.87K | +231 | +1% |
|
|
EC
3
Elequin Capital
New York
| $597K | +$554K | +18,630 | New |
|
|
LSWP
4
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
| $385K | – | – | – |
|
|
KAS
5
Kestra Advisory Services
Austin,
Texas
| $293K | +$476 | +16 | +0.2% |
|
|
FA
6
Flagstar Advisors
New York
| $290K | -$222K | -7,458 | -45% |
|
7
Truist Financial
Charlotte,
North Carolina
| $278K | – | – | – |
|
|
OIA
8
OneDigital Investment Advisors
Overland Park,
Kansas
| $262K | +$446 | +15 | +0.2% |
|
|
9
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $248K | +$230K | +7,721 | New |
|
|
AAS
10
Ameritas Advisory Services
Lincoln,
Nebraska
| $154K | +$143K | +4,810 | New |
|
|
AF
11
Advisornet Financial
Minnetonka,
Minnesota
| $40.7K | -$53.1K | -1,786 | -58% |
|
|
12
UBS Group
Zurich,
Switzerland
| $39.4K | +$2.29K | +77 | +7% |
|
|
NS
13
NBC Securities
Birmingham,
Alabama
| $6K | – | – | – |
|
|
PWP
14
Principle Wealth Partners
Madison,
Connecticut
| – | -$2.65M | -92,612 | Closed |
|
CVRT Hedge Fund Activity: Q2 2025 in Review
13 of the 7,596 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.