Who Owns CVRT?
Calamos Convertible Equity Alternative ETF — Institutional Ownership & 13F Holdings
$48.35
+1.15 (+2.44%)
Market Cap
$12.0M
Shares Outstanding
288,559
Institutional Holders
11
Total Inst. Value
$6.7M
% of Float Held
—
QoQ Holder Change
+7
Institutional data as of Q1 2025
New Positions
2
Closed Positions
2
Increased
7
Decreased
0
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Principle Wealth Partners LLCNew | $2.6M | 92,612 |
| 2 | JANE STREET GROUP, LLC | $2.0M | 69,942 |
| 3 | OSAIC HOLDINGS, INC. | $619K | 21,643 |
| 4 | FLAGSTAR ADVISORS INC | $472K | 16,499 |
| 5 | LIBERTY SQUARE WEALTH PARTNERS LLC | $343K | 12,000 |
| 6 | TRUIST FINANCIAL CORP | $248K | 8,676 |
| 7 | OneDigital Investment Advisors LLC | $233K | 8,145 |
| 8 | AdvisorNet Financial, Inc | $87K | 3,056 |
| 9 | UBS Group AG | $33K | 1,153 |
| 10 | NBC SECURITIES, INC.New | $5K | 200 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Principle Wealth Partners LLCNew | +93K | $2.6M |
| JANE STREET GROUP, LLC | +5K | $2.0M |
| OSAIC HOLDINGS, INC. | +18K | $619K |
| FLAGSTAR ADVISORS INC | +2K | $472K |
| LIBERTY SQUARE WEALTH PARTNERS LLC | +300 | $343K |
Top Sellers
| Fund | Shares Removed | Value |
|---|
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Frequently Asked Questions
How many institutional investors hold CVRT?
As of Q1 2025, 11 institutional investors report holding CVRT (Calamos Convertible Equity Alternative ETF) in their 13F filings.
Which hedge fund owns the most CVRT?
The largest institutional holder of CVRT is Principle Wealth Partners LLC with $2.6M in shares.
Are institutions buying or selling CVRT?
This quarter, 2 institutions opened new positions in CVRT and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.