We are live on ! Find out more
CVRT icon

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
12
Holders Change
+2
Holders Change %
+20%
% of All Funds
0.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
IFP Advisors
Florida
+$646K
2
RIA
Realta Investment Advisors
Delaware
+$200K
3
Truist Financial
Truist Financial
North Carolina
+$129K
4
ASN
Advisory Services Network
Georgia
+$74.6K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$53.5K

Top Sellers

1
Jane Street
Jane Street
New York
-$1.33M
2
EC
Elequin Capital
New York
-$57.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
1
Truist Financial
North Carolina
$1.99M +$129K +3,082 +7%
Jane Street
2
Jane Street
New York
$1.43M -$1.33M -31,869 -48%
Osaic Holdings
3
Osaic Holdings
Arizona
$928K +$43.6K +1,046 +5%
IA
4
IFP Advisors
Florida
$644K +$646K +15,494 New
KAS
5
Kestra Advisory Services
Texas
$549K +$21.6K +518 +4%
LSWP
6
Liberty Square Wealth Partners
Pennsylvania
$499K – – –
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$359K +$53.5K +1,282 +17%
GFG
8
Grantvest Financial Group
New Jersey
$343K +$40.4K +968 +13%
APW
9
Aurora Private Wealth
New Jersey
$200K – – –
RIA
10
Realta Investment Advisors
Delaware
$200K +$200K +4,800 New
ASN
11
Advisory Services Network
Georgia
$74.4K +$74.6K +1,789 New
NS
12
NBC Securities
Alabama
$8.31K – – –
EC
13
Elequin Capital
New York
– -$57.1K -1,497 Closed