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CAIE

Calamos Autocallable Income ETF
CAIE

67 hedge funds and large institutions have $137M invested in Calamos Autocallable Income ETF in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,400% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 1

4,029% more capital invested

Capital invested by funds: $3.31M → $137M (+$133M)

1,240% more funds holding

Funds holding: 5 → 67 (+62)

64.67% more ownership

Funds ownership: 0% → 64.67% (+65%)

Holders
67
Holders Change
+62
Holders Change %
+1,240%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
65
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WWA
Wealth Watch Advisors
Colorado
+$19M
2
CWM
Calamos Wealth Management
Illinois
+$11.9M
3
GI
Gradient Investments
Minnesota
+$10.7M
4
WA
Waverly Advisors
Alabama
+$9.23M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
+$6.68M

Top Sellers

Rank Fund Capital Flow
1
GSIAS
Garden State Investment Advisory Services
New Jersey
-$451K
Name Holding Trade Value Shares
Change 		Change in
Stake
MP
26
McDonald Partners
Ohio
$1.37M +$1.33M +50,000 New
BCM
27
Brookstone Capital Management
Illinois
$1.33M +$1.28M +48,368 New
CPRC
28
Consolidated Portfolio Review Corp
New York
$1.26M +$1.22M +45,896 New
CA
29
Claro Advisors
Massachusetts
$1.25M +$1.21M +45,469 New
KAS
30
Kestra Advisory Services
Texas
$1.13M +$1.09M +40,996 New
OC
31
Oppenheimer & Co
New York
$931K +$900K +33,883 New
CAL
32
Capital Analysts LLC
Pennsylvania
$911K +$881K +33,161 New
GFG
33
Grantvest Financial Group
New Jersey
$859K +$830K +31,253 New
IAS
34
Insigneo Advisory Services
Florida
$843K +$815K +30,673 New
KPWS
35
Kestra Private Wealth Services
Texas
$813K +$786K +29,578 New
PCIA
36
Prime Capital Investment Advisors
Kansas
$802K +$775K +29,189 New
PI
37
PFG Investments
New York
$778K +$753K +28,331 New
CW
38
Channel Wealth
California
$714K +$691K +26,002 New
IA
39
IFP Advisors
Florida
$710K +$687K +25,857 New
BFA
40
Beacon Financial Advisory
Ohio
$696K +$673K +25,335 New
IWS
41
Insight Wealth Strategies
California
$695K +$672K +25,292 New
HIS
42
Harvest Investment Services
Illinois
$675K +$652K +24,560 New
MML Investors Services
43
MML Investors Services
Massachusetts
$674K +$652K +24,553 New
NWWA
44
New Wave Wealth Advisors
Arkansas
$660K +$639K +24,039 New
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$656K +$637K +23,976 New
GA
46
GoalVest Advisory
New York
$604K +$584K +21,990 New
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$507K +$490K +18,447 New
AF
48
Allworth Financial
California
$485K +$469K +17,650 New
SOS
49
Silver Oak Securities
Tennessee
$424K +$410K +15,422 New
WAM
50
WealthTrust Asset Management
Florida
$411K +$397K +14,955 New
1
2
3

CAIE Hedge Fund Activity: Q3 2025 in Review

67 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Calamos Autocallable Income ETF (CAIE) for Q3 2025, worth a combined $137M — up 4,029% from $3.31M a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new CAIE positions and 1 closed out — a net gain of 64 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Wealth Watch Advisors, opening a new position worth an estimated $19M. The largest seller was Garden State Investment Advisory Services, exiting entirely with an estimated $451K sold.

  • 67 institutional investors held Calamos Autocallable Income ETF (CAIE) as of Q3 2025, up from 5 in Q2 2025.
  • Funds reported $137M of Calamos Autocallable Income ETF stock for Q3 2025, up 4,029% quarter-over-quarter.
  • 65 funds opened new Calamos Autocallable Income ETF positions in Q3 2025 and 1 closed out, a net change of +64 holders.
  • The largest Calamos Autocallable Income ETF buyer in Q3 2025 was Wealth Watch Advisors, an estimated $19M added.
  • The largest Calamos Autocallable Income ETF seller in Q3 2025 was Garden State Investment Advisory Services, an estimated $451K sold.

Based on aggregated 13F filings for Q3 2025.