Who Owns SROI?

Calamos Antetokounmpo Global Sustainable Equities ETF — Institutional Ownership & 13F Holdings

$35.70

+0.46 (+1.31%)

Market Cap

$19.7M

Shares Outstanding

504,637

Institutional Holders

7

Total Inst. Value

$5.9M

% of Float Held

QoQ Holder Change

Institutional data as of Q1 2025

New Positions

3

Closed Positions

1

Increased

1

Decreased

2

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1Arlington Financial Advisors, LLC$4.5M157,813
2FIGURE 8 INVESTMENT STRATEGIES LLCNew$631K22,011
3JANE STREET GROUP, LLC$326K11,376
4Calamos Wealth Management LLC$290K10,130
5OSAIC HOLDINGS, INC.New$164K5,735
6UBS Group AG$8K292
7City State BankNew$57320

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
FIGURE 8 INVESTMENT STRATEGIES LLCNew+22K$631K
JANE STREET GROUP, LLC+536$326K
OSAIC HOLDINGS, INC.New+6K$164K
City State BankNew+20$573

Top Sellers

FundShares RemovedValue
UBS Group AG-435$8K
Arlington Financial Advisors, LLC-358$4.5M

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Frequently Asked Questions

How many institutional investors hold SROI?

As of Q1 2025, 7 institutional investors report holding SROI (Calamos Antetokounmpo Global Sustainable Equities ETF) in their 13F filings.

Which hedge fund owns the most SROI?

The largest institutional holder of SROI is Arlington Financial Advisors, LLC with $4.5M in shares.

Are institutions buying or selling SROI?

This quarter, 3 institutions opened new positions in SROI and 1 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.