Who Owns CCEF?
Calamos CEF Income & Arbitrage ETF — Institutional Ownership & 13F Holdings
$29.52
+0.28 (+0.94%)
Market Cap
$31.1M
Shares Outstanding
1,013,255
Institutional Holders
17
Total Inst. Value
$6.9M
% of Float Held
—
QoQ Holder Change
+10
Institutional data as of Q1 2025
New Positions
6
Closed Positions
3
Increased
6
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Beacon Financial Advisory LLCNew | $2.4M | 87,937 |
| 2 | TRUIST FINANCIAL CORP | $934K | 33,580 |
| 3 | OSAIC HOLDINGS, INC. | $642K | 23,088 |
| 4 | Cambridge Investment Research Advisors, Inc. | $443K | 15,931 |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $434K | 15,610 |
| 6 | Sonoma Private Wealth LLC | $429K | 15,402 |
| 7 | Integrated Wealth Concepts LLC | $387K | 13,910 |
| 8 | Ausdal Financial Partners, Inc. | $329K | 11,840 |
| 9 | ENVESTNET ASSET MANAGEMENT INCNew | $250K | 8,987 |
| 10 | Consolidated Portfolio Review CorpNew | $242K | 8,702 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Beacon Financial Advisory LLCNew | +88K | $2.4M |
| TRUIST FINANCIAL CORP | +8K | $934K |
| OSAIC HOLDINGS, INC. | +6K | $642K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +1K | $434K |
| Ausdal Financial Partners, Inc. | +2K | $329K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | -42K | $443K |
| Sonoma Private Wealth LLC | -3K | $429K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | -165 | $0 |
Related Stocks
Frequently Asked Questions
How many institutional investors hold CCEF?
As of Q1 2025, 17 institutional investors report holding CCEF (Calamos CEF Income & Arbitrage ETF) in their 13F filings.
Which hedge fund owns the most CCEF?
The largest institutional holder of CCEF is Beacon Financial Advisory LLC with $2.4M in shares.
Are institutions buying or selling CCEF?
This quarter, 6 institutions opened new positions in CCEF and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.