Calamos Convertible Equity Alternative ETF
CVRT
Market cap $10.8M

30.97 USD

+0.51

1.67%

At close Nov 18, 4:00 PM EST

1 day

1.67%

5 days

-0.06%

1 month

5.88%

3 months

12.21%

6 months

10.65%

Year to date

17.94%

1 year

25.44%

5 years

27.29%

10 years

27.29%

0

Funds holding %

of 6,735 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

0% more funds holding

Funds holding: 6 [Q2] → 6 (+0) [Q3]

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

23.24% less ownership

Funds ownership: 56.35% [Q2] → 33.11% (-23.24%) [Q3]

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

57% less capital invested

Capital invested by funds: $7.63M [Q2] → $3.3M (-$4.33M) [Q3]

100% less funds holding in top 10

Funds holding in top 10: 1 [Q2] → 0 (-1) [Q3]

See Fund Rankings

Research analyst outlook

We haven’t received any recent analyst ratings for CVRT.

See Analyst Rankings

Financial journalist opinion

A New Era for Risk: Managed Risk Strategies

Investors don't always notice when regimes shift. Even as interest rates rose at an almost unprecedented speed and are back to levels not seen in more than a decade, investors have in many ways stuck to what worked in a low rate regime.

A New Era for Risk: Managed Risk Strategies

Calamos Launches Closed-End Funds Income & Arbitrage ETF

Calamos Advisors has launched the Calamos CEF Income & Arbitrage ETF (NYSE Arca: CCEF) on the New York Stock Exchange. The actively managed ETF seeks high current income and long-term capital appreciation.

Calamos Launches Closed-End Funds Income & Arbitrage ETF

CVRT: Calamos Launches Convertible ETF

Calamos expanded into exchange-traded products earlier this year, more recently launching the Calamos Convertible Equity Alternative ETF. The firm specializes in convertible securities and has offered both open-ended and closed-ended funds. CVRT is ultimately focused more on potential appreciation rather than yield, with a focus on convertibles with an "equity-like" tilt.

CVRT: Calamos Launches Convertible ETF

Calamos' Kaufman, Bitwise's Hougan Talks Alts

If the last year or two have taught investors anything, it's that alts can play a big role in portfolios. As recently as 2022, bonds struggled amid significantly low interest rates, with their role as a contrast to stocks weakened.

Calamos' Kaufman, Bitwise's Hougan Talks Alts

8 Under-the-Radar Active ETFs for the Holidays

The winter holiday season is here, and I wanted to join in the festivities. Recently, advisors have become more comfortable turning to active ETFs to help them and their clients navigate the uncertain market environment.

8 Under-the-Radar Active ETFs for the Holidays

ETF 360: Calamos Fulfills a Convertible Need

On the latest episode of ETF360, VettaFi Head of Research Todd Rosenbluth interviewed Calamos Head of ETFs Matt Kaufman. They discussed the Calamos Convertible Equity Alternative ETF (CVRT).

ETF 360: Calamos Fulfills a Convertible Need

See News Rankings

Charts implemented using Lightweight Charts™