CVRT Institutional Ownership
Calamos Convertible Equity Alternative ETF
1W: +1.2%
1M: +1.5%
3M: -5.1%
YTD: +21.4%
1Y: +29.2%
$47.32
+0.79 (+1.69%)
Weekly Expected Move ±2.2%
$45
$46
$47
$48
$49
Overview
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Holdings
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Institutional Ownership — CVRT
20
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
14M
Total Invested
8
New Positions
6
Increased
4
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (20 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Client First Investment Management LLC NEW | 62,004 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 2 | TRUIST FINANCIAL CORP | 54,280 | $3M | +6,391 | +13.3% | 7Q | SEC ↗ |
| 3 | OSAIC HOLDINGS, INC. | 27,680 | $1M | +5,364 | +24.0% | 10Q | SEC ↗ |
| 4 | JANE STREET GROUP, LLC | 16,393 | $776K | -18,096 | -52.5% | 11Q | SEC ↗ |
| 5 | Realta Investment Advisors | 16,350 | $774K | +11,550 | +240.6% | 2Q | SEC ↗ |
| 6 | IFP Advisors, Inc | 15,470 | $732K | -24 | -0.2% | 2Q | SEC ↗ |
| 7 | Kestra Advisory Services, LLC | 12,279 | $581K | -932 | -7.1% | 7Q | SEC ↗ |
| 8 | LIBERTY SQUARE WEALTH PARTNERS LLC | 12,000 | $568K | — | +0.0% | 7Q | SEC ↗ |
| 9 | Grantvest Financial Group LLC | 11,206 | $530K | +2,955 | +35.8% | 3Q | SEC ↗ |
| 10 | CENTAURUS FINANCIAL, INC. NEW | 10,742 | $508K | — | +0.0% | 1Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 8,719 | $413K | +84 | +1.0% | 4Q | SEC ↗ |
| 12 | Brookstone Capital Management NEW | 5,782 | $274K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Aurora Private Wealth, Inc. | 5,281 | $250K | +27 | +0.5% | 3Q | SEC ↗ |
| 14 | Steward Partners Investment Advisory, NEW | 4,772 | $226K | — | +0.0% | 1Q | SEC ↗ |
| 15 | LPL Financial LLC NEW | 4,023 | $190K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Capital Investment Advisory Services, NEW | 580 | $27K | — | +0.0% | 1Q | SEC ↗ |
| 17 | LANARK FINANCIAL, INC. | 200 | $9K | — | +0.0% | 6Q | SEC ↗ |
| 18 | UBS Group AG NEW | 7 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Advisory Services Network, LLC | 0 | $0K | -1,789 | -100.0% | 1Q | SEC ↗ |
| 20 | Elequin Capital, LP | 0 | $0K | -1,497 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| Client First Investment Management | 62,004 | $3M |
| CENTAURUS FINANCIAL, INC. | 10,742 | $508K |
| Brookstone Capital Management | 5,782 | $274K |
| Steward Partners Investment Advisor | 4,772 | $226K |
| LPL Financial LLC | 4,023 | $190K |
| Capital Investment Advisory Service | 580 | $27K |
| UBS Group AG | 7 | $0K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Advisory Services Network, LLC | 1,789 | $85K |
| Elequin Capital, LP | 1,497 | $71K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Realta Investment Advisors | +11,550 | +240.6% | 16,350 |
| TRUIST FINANCIAL CORP | +6,391 | +13.3% | 54,280 |
| OSAIC HOLDINGS, INC. | +5,364 | +24.0% | 27,680 |
| Grantvest Financial Group LLC | +2,955 | +35.8% | 11,206 |
| ENVESTNET ASSET MANAGEMENT INC | +84 | +1.0% | 8,719 |
| Aurora Private Wealth, Inc. | +27 | +0.5% | 5,281 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -18,096 | -52.5% | 16,393 |
| Kestra Advisory Services, LLC | -932 | -7.1% | 12,279 |
| IFP Advisors, Inc | -24 | -0.2% | 15,470 |