Who Owns Calamos Autocallable Income ETF (CAIE)?Hedge Fund & Institutional Holders

$25.38-0.13 (-0.49%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.5511222171900012e+194T

% of Float Held

—

QoQ Change in Holders

+14 / -6

Price History

$25.00$25.66$26.32$26.97$27.63Jun 25Oct 25Mar 26

CAIE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Calamos Wealth Management LLCNew Position+954K+$25.5M
VestGen Advisors, LLCNew Position+726K+$19.0M
UNITED CAPITAL FINANCIAL ADVISORS, LLCNew Position+335K+$8.0M
Noble Wealth Management PBCNew Position+267K+$7.2M
Farther Finance Advisors, LLCNew Position+241K+$6.4M
Pinion Investment Advisors, LLCNew Position+207K+$5.5M
Prime Capital Investment Advisors, LLCNew Position+191K+$5.1M
Institute for Wealth Management, LLC.New Position+177K+$4.7M
Strategic Blueprint, LLCNew Position+168K+$4.5M
Cambridge Investment Research Advisors, Inc.Increased+182K+$4.3M
Chicago Partners Investment Group LLCNew Position+156K+$4.2M
Millington Financial Advisors, LLCNew Position+156K+$4.2M
ROYAL BANK OF CANADANew Position+164K+$4.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+175K+$4.0M
GoalVest Advisory LLCNew Position+126K+$3.4M

CAIE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Integrated Wealth Concepts LLCClosed Position-112K-$3.1B
HBK Sorce Advisory LLCClosed Position-49K-$1.3B
Consolidated Portfolio Review CorpClosed Position-46K-$1.3B
Legacy Wealth Managment, LLC/IDClosed Position-551-$15.1M
UBS Group AGClosed Position-371-$10.2M
Matrix Trust CoClosed Position-15K-$404K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Calamos Wealth Management LLC954,045$25.5M0.88%Share
2Wealth Watch Advisors, INC830,881$22.2M8.24%Share
3VestGen Advisors, LLC725,554$19.0M0.81%Share
4Redhawk Wealth Advisors, Inc.492,677$13.2M1.48%Share
5Gradient Investments LLC405,937$10.9M0.17%Share
6Waverly Advisors, LLC360,542$9.0M0.07%Share
7UNITED CAPITAL FINANCIAL ADVISORS, LLC334,950$8.0M0.05%Share
8Wealthcare Advisory Partners LLC267,912$7.2M0.14%Share
9Farther Finance Advisors, LLC241,203$6.4M0.07%Share
10Cambridge Investment Research Advisors, Inc.245,454$6.0M0.02%Share
11Brookstone Capital Management222,859$6.0M0.07%Share
12Intrepid Financial Planning Group LLC209,928$5.6M2.13%Share
13Pinion Investment Advisors, LLC207,327$5.5M1.35%Share
14Prime Capital Investment Advisors, LLC191,197$5.1M0.06%Share
15Institute for Wealth Management, LLC.177,338$4.7M0.50%Share
16Strategic Blueprint, LLC168,151$4.5M0.26%Share
17Chicago Partners Investment Group LLC156,268$4.2M0.10%Share
18Noble Wealth Management PBC157,304$4.2M2.11%Share
19Millington Financial Advisors, LLC156,002$4.2M1.85%Share
20ROYAL BANK OF CANADA164,277$4.0M0.00%Share
21COMMONWEALTH EQUITY SERVICES, LLC175,004$4.0M0.01%Share
22Steward Partners Investment Advisory, LLC154,197$4.0M0.02%Share
23GoalVest Advisory LLC126,139$3.4M0.65%Share
24BOS Asset Management, LLC123,211$3.3M0.88%Share
25KESTRA PRIVATE WEALTH SERVICES, LLC117,142$3.1M0.04%Share
26Noble Wealth Management PBC110,169$3.0M1.61%Share
27CORRADO ADVISORS, LLC112,657$3.0M1.51%Share
28HARBOUR INVESTMENTS, INC.97,817$2.6M0.05%Share
29Sound Income Strategies, LLC86,254$2.3M0.11%Share
30Capital Analysts, LLC83,442$2.2M0.07%Share
31Twelve Points Wealth Management LLC80,937$2.2M0.50%Share
323EDGE Asset Management, LP79,364$2.1M0.11%Share
33Kestra Advisory Services, LLC102,328$2.0M0.01%Share
34Cetera Investment Advisers86,261$2.0M0.00%Share
35Anfield Capital Management, LLC72,912$1.9M0.61%Share
36CHANNEL WEALTH LLC72,556$1.9M0.49%Share
37Claro Advisors Inc.70,179$1.9M0.26%Share
38INSIGNEO ADVISORY SERVICES, LLC67,325$1.8M0.13%Share
39Strive Financial Group ,LLC59,146$1.6M0.78%Share
40MCDONALD PARTNERS LLC55,000$1.5M0.46%Share
41Grantvest Financial Group LLC54,431$1.5M0.93%Share
42CacheTech Inc.48,653$1.3M0.24%Share
43NEW WAVE WEALTH ADVISORS LLC46,865$1.3M0.46%Share
44OPPENHEIMER & CO INC41,165$1.1M0.02%Share
45AXXCESS WEALTH MANAGEMENT, LLC39,673$1.1M0.00%Share
46Beacon Financial Advisory LLC38,174$1.0M0.24%Share
47PFG Investments, LLC37,699$1.0M0.05%Share
48Summit Financial, LLC72,172$1.0M0.01%Share
49MML INVESTORS SERVICES, LLC46,786$1.0M0.00%Share
50Allworth Financial LP35,252$942K0.00%Share

CAIE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025103$251.6M+63
Q3 202540$82.2B+35
Q2 20255$453.9M—

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As of Q4 2025, 50 institutional investors hold CAIE (Calamos Autocallable Income ETF). The largest holder is Calamos Wealth Management LLC with $25.5M in shares. This quarter, 14 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own CAIE?

As of Q4 2025, 50 institutional investors report holding CAIE (Calamos Autocallable Income ETF) in their 13F filings.

Who is the largest institutional holder of CAIE?

The largest institutional holder of CAIE is Calamos Wealth Management LLC with $25.5M in shares.

Is institutional ownership of CAIE increasing or decreasing?

This quarter, 14 institutions opened new positions in CAIE and 6 closed their positions.