Free Trial
Final Hours! Save $100 on MarketBeat All Access Before 11:59 PM
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Lock In $149 Tonight
Claim MarketBeat All Access Sale Promotion

Calamos Convertible Equity Alternative ETF (CVRT) Institutional Ownership

$50.97 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Calamos Convertible Equity Alternative ETF (NYSEARCA:CVRT)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$4.40M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$2.23M
Get CVRT Insider Trade Alerts

Want to know when executives and insiders are buying or selling Calamos Convertible Equity Alternative ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CVRT Institutional Buying and Selling by Quarter

Calamos Convertible Equity Alternative ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2026 Kestra Advisory Services LLC13,211$549K0.0%+4.1%2.642%
4/22/2026 Realta Investment Advisors4,800$200K0.1%N/A0.960%
2/17/2026 Osaic Holdings Inc.21,270$811K0.0%-2.8%4.254%
2/12/2026 Jane Street Group LLC66,358$2.53M0.0%+323.6%13.272%
2/2/2026 Truist Financial Corp44,807$1.71M0.0%+216.2%8.961%
2/2/2026 Grantvest Financial Group LLC7,283$278K0.2%N/A1.457%
2/2/2026 Aurora Private Wealth Inc.5,254$200K0.1%N/A1.051%
11/17/2025 Elequin Capital LP2,657$96K0.0%-85.7%0.886%
11/5/2025 Envestnet Asset Management Inc.6,846$249K0.0%N/A2.282%
11/3/2025 Truist Financial Corp14,170$515K0.0%+63.3%4.723%
8/14/2025 Jane Street Group LLC28,377$910K0.0%-59.4%8.108%
7/21/2025 Ameritas Advisory Services LLC4,810$154K0.0%N/A1.203%
7/14/2025 AdvisorNet Financial Inc1,270$41K0.0%-58.4%0.363%
7/14/2025 Flagstar Advisors Inc.9,041$290K0.1%-45.2%2.583%
5/19/2025Jane Street Group LLC69,942$2M0.0%+7.5%19.983%
5/6/2025Principle Wealth Partners LLC92,612$2.65M0.2%N/A26.460%
4/9/2025Flagstar Advisors Inc.16,499$472K0.1%+10.2%1.941%
2/24/2025Liberty Square Wealth Partners LLC11,700$372K0.1%N/A2.340%
2/18/2025Elequin Capital LP16,914$508K0.0%-79.4%3.383%
2/14/2025Jane Street Group LLC65,056$1.95M0.0%+253.2%13.011%
2/14/2025OneDigital Investment Advisors LLC8,127$244K0.0%N/A1.625%
2/3/2025Flagstar Advisors Inc.14,971$449K0.1%+83.1%2.994%
1/31/2025Truist Financial Corp8,676$260K0.0%N/A1.735%
1/22/2025Aurora Private Wealth Inc.8,543$256K0.2%N/A1.709%
11/15/2024Jane Street Group LLC18,417$525K0.0%-58.3%3.683%
11/12/2024Flagstar Advisors Inc.8,176$233K0.1%N/A1.635%


CVRT Institutional Ownership - Frequently Asked Questions

During the previous two years, 15 institutional investors and hedge funds held shares of Calamos Convertible Equity Alternative ETF. The most heavily invested institutionals were Principle Wealth Partners LLC ($2.65M), Jane Street Group LLC ($2.53M), Truist Financial Corp ($1.71M), Osaic Holdings Inc. ($811K), Kestra Advisory Services LLC ($549K), Liberty Square Wealth Partners LLC ($372K), and Flagstar Advisors Inc. ($290K).Learn more on Calamos Convertible Equity Alternative ETF's institutional investors.

Of the 12 institutional investors that purchased Calamos Convertible Equity Alternative ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jane Street Group LLC ($102.22K), Principle Wealth Partners LLC ($92.61K), Truist Financial Corp ($44.81K), Flagstar Advisors Inc. ($16.50K), Aurora Private Wealth Inc. ($13.80K), Liberty Square Wealth Partners LLC ($11.70K), and OneDigital Investment Advisors LLC ($8.13K).

Institutional investors have bought a total of 116,333 shares in the last 24 months. This purchase volume represents approximately $4.40M in transactions.

The following institutional investors have sold Calamos Convertible Equity Alternative ETF stock in the last 24 months: Jane Street Group LLC ($41.57K), Elequin Capital LP ($15.97K), Flagstar Advisors Inc. ($7.46K), AdvisorNet Financial Inc ($1.79K), and Osaic Holdings Inc. ($604.00).

Institutional investors have sold a total of 67,386 shares in the last 24 months. This volume of shares sold represents approximately $2.23M in transactions.


Related Companies

This page (NYSEARCA:CVRT) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
SpaceX IPO hides a much bigger story
The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...
Weiss Ratings | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel
Satellite Images Spot Potential $10 Trillion Discovery
'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...
Altimetry | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel