Calamos Convertible Equity Alternative ETF (CVRT)
ETF ยท NYSE Arca
Calamos Convertible Equity Alternative ETF (CVRT) is an exchange-traded fund listed on NYSE Arca, where it has traded since October 3, 2023.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- October 3, 2023
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 19 institutions reported holding CVRT, with 269,848 shares worth $13.9 million in aggregate. The largest reported holder was Client First Investment Management, with 62,004 shares worth $3.2 million. Of the 5 largest holders listed below, 1 opened a new position in CVRT, 3 added shares and 1 reduced its position during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Client First Investment Management | 62,004 | $3M | New position |
| Truist Financial | 54,280 | $3M | Added 13.35% |
| Osaic Holdings | 27,680 | $1M | Added 24.04% |
| Jane Street Group | 16,393 | $843K | Reduced 52.47% |
| Realta Investment Advisors | 16,350 | $841K | Added 240.63% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is CVRT?
Calamos Convertible Equity Alternative ETF (CVRT) is an exchange-traded fund listed on NYSE Arca, where it has traded since October 3, 2023.
Who are the largest institutional holders of CVRT?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of CVRT were Client First Investment Management, Truist Financial and Osaic Holdings.
How many institutions own CVRT?
19 institutions reported a position in CVRT for the quarter ended June 30, 2026, worth $13.9 million in total.
Did institutions buy or sell CVRT last quarter?
Of the 5 largest reported holders, 1 opened a new position in CVRT, 3 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for CVRT.
Every reported institutional holder, plus insider and congressional trades in CVRT, on SentiSense.