Calamos Convertible Equity Alternative ETF
CVRT
12 hedge funds and large institutions have $7.23M invested in Calamos Convertible Equity Alternative ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
20% more funds holding
Funds holding: 10 → 12 (+2)
6% more capital invested
Capital invested by funds: $6.81M → $7.23M (+$416K)
9.81% less ownership
Funds ownership: 44.68% → 34.87% (-9.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$646K |
| 2 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
+$200K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$129K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$74.6K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$53.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.33M |
| 2 |
EC
Elequin Capital
New York
|
-$57.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Truist Financial
Charlotte,
North Carolina
| $1.99M | +$129K | +3,082 | +7% |
|
|
2
Jane Street
New York
| $1.43M | -$1.33M | -31,869 | -48% |
|
3
Osaic Holdings
Scottsdale,
Arizona
| $928K | +$43.6K | +1,046 | +5% |
|
|
IA
4
IFP Advisors
Tampa,
Florida
| $644K | +$646K | +15,494 | New |
|
|
KAS
5
Kestra Advisory Services
Austin,
Texas
| $549K | +$21.6K | +518 | +4% |
|
|
LSWP
6
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
| $499K | – | – | – |
|
|
7
Envestnet Asset Management
Chicago,
Illinois
| $359K | +$53.5K | +1,282 | +17% |
|
|
GFG
8
Grantvest Financial Group
Matawan,
New Jersey
| $343K | +$40.4K | +968 | +13% |
|
|
APW
9
Aurora Private Wealth
Rockaway,
New Jersey
| $200K | – | – | – |
|
|
RIA
10
Realta Investment Advisors
Wilmington,
Delaware
| $200K | +$200K | +4,800 | New |
|
|
ASN
11
Advisory Services Network
Atlanta,
Georgia
| $74.4K | +$74.6K | +1,789 | New |
|
|
NS
12
NBC Securities
Birmingham,
Alabama
| $8.31K | – | – | – |
|
|
EC
13
Elequin Capital
New York
| – | -$57.1K | -1,497 | Closed |
|
CVRT Hedge Fund Activity: Q1 2026 in Review
12 of the 8,132 institutional investors tracked by Wall St. Rank reported a position in Calamos Convertible Equity Alternative ETF (CVRT) for Q1 2026, worth a combined $7.23M — up 6.1% from $6.81M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CVRT positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was IFP Advisors, opening a new position worth an estimated $646K. The largest seller was Jane Street, cutting an estimated $1.33M.
- 12 institutional investors held Calamos Convertible Equity Alternative ETF (CVRT) as of Q1 2026, up from 10 in Q4 2025.
- Funds reported $7.23M of Calamos Convertible Equity Alternative ETF stock for Q1 2026, up 6.1% quarter-over-quarter.
- 3 funds opened new Calamos Convertible Equity Alternative ETF positions in Q1 2026 and 1 closed out, a net change of +2 holders.
- The largest Calamos Convertible Equity Alternative ETF buyer in Q1 2026 was IFP Advisors, an estimated $646K added.
- The largest Calamos Convertible Equity Alternative ETF seller in Q1 2026 was Jane Street, an estimated $1.33M sold.
Based on aggregated 13F filings for Q1 2026.