Who Owns Calamos Convertible Equity Alternative ETF (CVRT)?Hedge Fund & Institutional Holders
Institutional Holders
12
as of Q4 2025
Total Institutional Value
$4.5700017800099e+28T
% of Float Held
—
QoQ Change in Holders
+5 / -4
Price History
CVRT — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| LIBERTY SQUARE WEALTH PARTNERS LLC | New Position | +12K | +$457.0M |
| Grantvest Financial Group LLC | New Position | +7K | +$277.0M |
| TRUIST FINANCIAL CORP | New Position | +45K | +$1.7M |
| Aurora Private Wealth, Inc. | New Position | +5K | +$200K |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +7K | +$0 |
| Kestra Advisory Services, LLC | Increased | +64 | +$-458K |
| JANE STREET GROUP, LLC | Increased | +51K | +$-566.9M |
CVRT — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | Decreased | -604 | -$793.4M |
| OneDigital Investment Advisors LLC | Closed Position | -8K | -$298.1M |
| AdvisorNet Financial, Inc | Closed Position | -1K | -$46.1M |
| Elequin Capital, LP | Decreased | -1K | -$39.5M |
| Advisory Services Network, LLC | Closed Position | -500 | -$18.2M |
| UBS Group AG | Closed Position | -25 | -$908K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LIBERTY SQUARE WEALTH PARTNERS LLC | 12,000 | $457.0M | 0.13% | Share |
| 2 | Grantvest Financial Group LLC | 4,680 | $178.0M | 0.11% | Share |
| 3 | Grantvest Financial Group LLC | 2,603 | $99.0M | 0.06% | Share |
| 4 | Elequin Capital, LP | 1,497 | $57.0M | 0.00% | Share |
| 5 | JANE STREET GROUP, LLC | 66,358 | $2.0M | 0.00% | Share |
| 6 | TRUIST FINANCIAL CORP | 44,807 | $1.7M | 0.00% | Share |
| 7 | Aurora Private Wealth, Inc. | 5,254 | $200K | 0.13% | Share |
| 8 | NBC SECURITIES, INC. | 200 | $7K | 0.00% | Share |
| 9 | OSAIC HOLDINGS, INC. | 1,904 | $0 | 0.00% | Share |
| 10 | OSAIC HOLDINGS, INC. | 19,366 | $0 | 0.00% | Share |
| 11 | Kestra Advisory Services, LLC | 12,693 | $0 | 0.00% | Share |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 7,353 | $0 | 0.00% | Share |
CVRT Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 10 | $794.9M | +1 |
| Q3 2025 | 9 | $1.8B | -4 |
| Q2 2025 | 13 | $2.8B | +2 |
| Q1 2025 | 11 | $6.7B | +0 |
| Q4 2024 | 11 | $3.7B | +5 |
| Q3 2024 | 6 | $525.5B | +0 |
| Q2 2024 | 6 | $1.2T | +2 |
| Q1 2024 | 4 | $1.3T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 12 institutional investors hold CVRT (Calamos Convertible Equity Alternative ETF). The largest holder is LIBERTY SQUARE WEALTH PARTNERS LLC with $457.0M in shares. This quarter, 5 institutions opened new positions and 4 closed their positions.
Frequently Asked Questions
How many hedge funds own CVRT?
As of Q4 2025, 12 institutional investors report holding CVRT (Calamos Convertible Equity Alternative ETF) in their 13F filings.
Who is the largest institutional holder of CVRT?
The largest institutional holder of CVRT is LIBERTY SQUARE WEALTH PARTNERS LLC with $457.0M in shares.
Is institutional ownership of CVRT increasing or decreasing?
This quarter, 5 institutions opened new positions in CVRT and 4 closed their positions.