CALAMOS CONV EQTY ALT ETF (CVRT) Institutional Ownership Changes & 13F Activity
CALAMOS CONV EQTY ALT ETF (CVRT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Client First Investment Management Llc, Jane Street Group, Llc, Realta Investment Advisors, Centaurus Financial, Inc., and Truist Financial Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +84 | +1.0% | 8,719 | $448.47K | Q2 2026 | Sep 23, 2026 |
| Centaurus Financial, Inc. | Buy | +10,742 | — | 10,742 | $552.00K | Q2 2026 | Aug 17, 2026 |
| Jane Street Group, Llc | Sell | -18,096 | -52.5% | 16,393 | $843.15K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +5,364 | +24.0% | 27,680 | $1.42M | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +4,772 | — | 4,772 | $245.44K | Q2 2026 | Aug 13, 2026 |
| Huntington National Bank | Buy | +2,080 | — | 2,080 | $106.98K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +7 | — | 7 | $360.00 | Q2 2026 | Aug 13, 2026 |
| Lpl Financial Llc | Buy | +4,023 | — | 4,023 | $206.92K | Q2 2026 | Aug 07, 2026 |
| Grantvest Financial Group Llc | Buy | +2,955 | +35.8% | 11,206 | $576.34K | Q2 2026 | Aug 07, 2026 |
| Truist Financial Corp | Buy | +6,391 | +13.3% | 54,280 | $2.79M | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, Llc | Sell | -932 | -7.1% | 12,279 | $631.55K | Q2 2026 | Jul 28, 2026 |
| Capital Investment Advisory Services, Llc | Buy | +580 | — | 580 | $29.83K | Q2 2026 | Jul 23, 2026 |
| Realta Investment Advisors | Buy | +11,550 | +240.6% | 16,350 | $840.94K | Q2 2026 | Jul 20, 2026 |
| Ifp Advisors, Inc | Sell | -24 | -0.2% | 15,470 | $795.68K | Q2 2026 | Jul 20, 2026 |
| Brookstone Capital Management | Buy | +5,782 | — | 5,782 | $297.41K | Q2 2026 | Jul 15, 2026 |
| Client First Investment Management Llc | Buy | +62,004 | — | 62,004 | $3.19M | Q2 2026 | Jul 09, 2026 |
| Advisory Services Network, Llc | Sell | -1,789 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Aurora Private Wealth, Inc. | Sell | -5,254 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 16, 2026 |
Frequently asked questions about CVRT activity
Which institutional owners are buying CVRT?
Institutional owners buying CVRT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CVRT activity?
"Buy" means an investor increased their reported position in CVRT compared to the prior reporting period. This reflects growing exposure to CALAMOS CONV EQTY ALT ETF (CVRT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CVRT increasing?
Institutional interest in CVRT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.