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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
MTC
51
Matrix Trust Company
Colorado
$404K +$390K +14,697 New
PAG
52
Private Advisor Group
New Jersey
$399K +$386K +14,520 New
MAWAG
53
Mid-American Wealth Advisory Group
Missouri
$363K +$351K +13,202 New
Calamos Advisors
54
Calamos Advisors
Illinois
$344K +$333K +12,540 New
WS
55
Wedbush Securities
California
$337K +$326K +12,260 New
WAM
56
Worth Asset Management
Texas
$297K +$287K +10,797 New
OIA
57
OneDigital Investment Advisors
Kansas
$287K +$278K +10,450 New
TWP
58
Triad Wealth Partners
Kansas
$274K +$265K +9,986 New
IFG
59
Independent Financial Group
California
$216K +$209K +7,876 New
CWM
60
Collaborative Wealth Management
Florida
$208K +$201K +7,571 New
ASN
61
Advisory Services Network
Georgia
$158K +$153K +5,767 New
Osaic Holdings
62
Osaic Holdings
Arizona
$137K +$133K +5,000 New
LWMI
63
Legacy Wealth Management (Idaho)
Idaho
$15.1K +$14.4K +543 +6,788%
UBS Group
64
UBS Group
Switzerland
$10.2K +$9.86K +371 New
ACM
65
Anfield Capital Management
California
$9.92K +$9.59K +361 New
RIL
66
Rothschild Investment LLC
Illinois
$9.72K +$9.4K +354 New
ACA
67
Aptus Capital Advisors
Alabama
$6.87K +$6.64K +250 New
GSIAS
68
Garden State Investment Advisory Services
New Jersey
– -$451K -17,565 Closed
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.