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Calamos Convertible Equity Alternative ETF (CVRT) Institutional Ownership

$50.22 +1.03 (+2.09%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Calamos Convertible Equity Alternative ETF (NYSEARCA:CVRT)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$7.19M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$2.23M
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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%
2/17/2026Osaic Holdings Inc.21,270$811K0.0%-2.8%4.254%
2/12/2026Jane 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%
2/2/2026Grantvest Financial Group LLC7,283$278K0.2%N/A1.457%
2/2/2026 Aurora Private Wealth Inc.5,254$200K0.1%N/A1.051%
11/17/2025Elequin 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%
8/14/2025Jane Street Group LLC28,377$910K0.0%-59.4%8.108%
7/21/2025Ameritas 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

Who are the largest shareholders of CVRT shares?

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.

Which institutional investors have been buying Calamos Convertible Equity Alternative ETF's stock?

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).

How much institutional buying is happening at Calamos Convertible Equity Alternative ETF?

Institutional investors have bought a total of 213,831 shares in the last 24 months. This purchase volume represents approximately $7.19M in transactions.

Which of Calamos Convertible Equity Alternative ETF's major shareholders have been selling company stock?

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).

How much institutional selling is happening at Calamos Convertible Equity Alternative ETF?

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.


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This page (NYSEARCA:CVRT) was last updated on 5/5/2026 by MarketBeat.com Staff.
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