Who Owns CALAMOS ETF TR (CBTJ)?Hedge Fund & Institutional Holders
$19.27+0.09 (+0.47%)BATS
Institutional Holders
22
as of Q4 2025
Total Institutional Value
$3.443000784000455e+68T
% of Float Held
—
QoQ Change in Holders
+11 / -2
Price History
CBTJ — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| MBL Wealth, LLC | New Position | +157K | +$3.4B |
| Calamos Wealth Management LLC | New Position | +21K | +$455.0M |
| Calamos Advisors LLC | New Position | +16K | +$359.0M |
| EVEXIA WEALTH LLC | New Position | +12K | +$297.0M |
| OLD MISSION CAPITAL LLC | New Position | +13K | +$295.0M |
| UBS Group AG | New Position | +2K | +$41.0M |
| DHJJ Financial Advisors, Ltd. | New Position | +50 | +$1.0M |
| ATX Financial Planning, LLC | New Position | +34K | +$742K |
| GREENBERG FINANCIAL GROUP | New Position | +16K | +$358K |
| Ankerstar Wealth, LLC | New Position | +3K | +$74K |
| MML INVESTORS SERVICES, LLC | New Position | +9K | +$0 |
| OSAIC HOLDINGS, INC. | Increased | +7 | +$-14.3M |
| Aptus Capital Advisors, LLC | Increased | +1K | +$-14.3M |
| IFP Advisors, Inc | Increased | +2K | +$-119.5M |
| JANE STREET GROUP, LLC | Increased | +43K | +$-272.2M |
CBTJ — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| HARBOUR INVESTMENTS, INC. | Decreased | -1K | -$333.4M |
| Kingsview Wealth Management, LLC | Closed Position | -9K | -$262.1M |
| NBZ Investment Advisors LLC | Decreased | -183 | -$246.8M |
| MCDONALD PARTNERS LLC | Decreased | -429 | -$94.2M |
| Wealthspire Advisors, LLC | Closed Position | -1K | -$34.3M |
| Betterment LLC | Decreased | -9K | -$856K |
| Cambridge Investment Research Advisors, Inc. | Decreased | -358 | -$394K |
Top Institutional Holders(Q4 2025)
CBTJ Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 21 | $5.9B | +9 |
| Q3 2025 | 12 | $3.4B | -2 |
| Q2 2025 | 14 | $13.1B | -1 |
| Q1 2025 | 15 | $6.2B | — |
As of Q4 2025, 22 institutional investors hold CBTJ (CALAMOS ETF TR). The largest holder is MBL Wealth, LLC with $3.4B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own CBTJ?
As of Q4 2025, 22 institutional investors report holding CBTJ (CALAMOS ETF TR) in their 13F filings.
Who is the largest institutional holder of CBTJ?
The largest institutional holder of CBTJ is MBL Wealth, LLC with $3.4B in shares.
Is institutional ownership of CBTJ increasing or decreasing?
This quarter, 11 institutions opened new positions in CBTJ and 2 closed their positions.