Convertibles · NYSE ARCA · USD · Data as of 2026-05-17
AUM
$21.71M
Expense ratio
0.69%
Yield
1.41%
YTD return
+27.17%
Last price
$50.58
Unclassified · Coverage 63% · low
Today
63.0
Outlook
57.1
Block A (composite-derived)
59.4
Block C (market behavior)
69.3
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
59.4
Coverage 63% · medium
Liquidity
—
Expenses
45.0
Performance
—
Volatility
—
Dividend
0.0
Concentration
85.0
Smart Money
74.0
Activist
100.0
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
Calamos ETF Trust (CVRT) is an exchange-traded fund from Calamos in the Mixed asset class. Launched in 2023. Assets under management: 21,709,832.
Bullish Whales composite rating: 59 out of 100. Evidence coverage 63% across 5 of 8 axes. Strongest axes: activist exposure, concentration, smart-money flow.
Annualized one-year realized volatility 36%, classified high. Weakest axes: dividend, expenses.
Top-10 weight 0%, diversified, led by BAPA. Trailing yield 0%.
etf_composite_score_current · activist_score, composite_score, concentration_score, confidence, coverage_pct, dividend_score, expenses_score, smart_money_scoreetf_fundamentals_td · dividend_frequency, yieldetf_holdings_top10 · holding_symbol, weightetf_universe · asset_class, aum_usd, fund_type, inception_date, issuer, name, ticker, volatility_1yCalamos Convertible Equity Alternative ETF is a specialized type of exchange-traded fund that focuses on investing in convertible securities. These are unique financial instruments that exhibit characteristics of both bonds and stocks, providing the potential for capital appreciation and income generation. The primary function of this ETF is to offer investors access to the convertible securities market while providing an alternative to traditional equity investments. Notable features of this ETF include its diversified portfolio of convertible bonds, which often show reduced volatility compared to pure equity investments. This appeal extends to sectors such as technology, healthcare, and consumer goods, where companies frequently issue convertible securities to raise capital. In the wider financial market, the Calamos Convertible Equity Alternative ETF plays a pivotal role in granting diversification benefits and moderate risk exposure, balancing potential growth with the stability of fixed-income assets. Its presence enhances liquidity and accessibility to convertible securities, making it a practical vehicle for investors seeking to capture equity-like returns with bond-like risk. By integrating these complex instruments into a single fund, it provides a sophisticated means for wealth preservation and growth.
Net AUM change history is not yet available for this ETF. Fund-flow time series is a Phase B deliverable.
Current AUM: $21,709,832. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for CVRT are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.