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CAIE

Calamos Autocallable Income ETF
CAIE

147 hedge funds and large institutions have $456M invested in Calamos Autocallable Income ETF in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 77 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

542% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 12

400% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

72% more capital invested

Capital invested by funds: $264M → $456M (+$191M)

40% more funds holding

Funds holding: 105 → 147 (+42)

6.43% more ownership

Funds ownership: 52.56% → 59% (+6.4%)

82% less call options, than puts

Call options by funds: $332K | Put options by funds: $1.83M

Holders
147
Holders Change
+42
Holders Change %
+40%
% of All Funds
1.81%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
55
Increased
77
Reduced
12
Closed
11
Calls
$332K
Puts
$1.83M
Net Calls
-$1.5M
Net Calls Change
-$2.29M

Top Buyers

1
Calamos Advisors
Calamos Advisors
Illinois
+$43M
2
CWM
Calamos Wealth Management
Illinois
+$17.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$12.9M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$11.6M
5
VA
VestGen Advisors
Illinois
+$9.95M

Top Sellers

1
RWA
Redhawk Wealth Advisors
Minnesota
-$3.09M
2
GI
Gradient Investments
Minnesota
-$2.54M
3
HI
Harbour Investments
Wisconsin
-$1.68M
4
CI
CacheTech Inc
Utah
-$1.3M
5
MML Investors Services
MML Investors Services
Massachusetts
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
NWWA
51
New Wave Wealth Advisors
Arkansas
$1.85M +$700K +26,588 +57%
CA
52
Claro Advisors
Massachusetts
$1.8M +$37.1K +1,410 +2%
SFS
53
Sowell Financial Services
Arkansas
$1.74M +$1.82M +69,222 New
SAI
54
Savvy Advisors Inc
New York
$1.47M +$1.29M +49,123 +524%
BFA
55
Beacon Financial Advisory
Ohio
$1.45M +$518K +19,681 +52%
KWM
56
Kingsview Wealth Management
Oregon
$1.44M +$1.51M +57,213 New
MP
57
McDonald Partners
Ohio
$1.43M +$44.8K +1,702 +3%
PI
58
PFG Investments
New York
$1.25M +$314K +11,913 +32%
APW
59
Aurora Private Wealth
New Jersey
$1.23M +$395K +15,003 +46%
CCFM
60
Clear Creek Financial Management
Washington
$1.17M +$572K +21,735 +87%
HIS
61
Harvest Investment Services
Illinois
$1.16M +$444K +16,856 +57%
PS
62
Principal Securities
Iowa
$1.15M +$1.2M +45,558 New
AF
63
Allworth Financial
California
$1.14M +$264K +10,036 +28%
IWS
64
Insight Wealth Strategies
California
$1.1M +$319K +12,110 +38%
SCA
65
Snowden Capital Advisors
New York
$1.09M +$1.15M +43,545 New
PWM
66
Palacios Wealth Management
Florida
$1.02M +$983K +37,342 New
SOS
67
Silver Oak Securities
Tennessee
$989K +$208K +7,882 +25%
AFP
68
Ausdal Financial Partners
Iowa
$982K +$571K +21,675 +125%
CF
69
Centaurus Financial
California
$929K +$973K +36,963 New
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$927K +$109K +4,121 +12%
AWM
71
Able Wealth Management
New Jersey
$889K +$287K +10,914 +45%
TA
72
TrueWealth Advisors
Alabama
$865K +$480K +18,209 +112%
HI
73
Harbour Investments
Wisconsin
$852K -$1.68M -63,911 -65%
WAM
74
WealthTrust Asset Management
Florida
$851K +$154K +5,854 +21%
TAR
75
Trask Adam Roland
$832K +$872K +33,100 New
1 2
3
4 5

CAIE Hedge Fund Activity: Q1 2026 in Review

147 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Calamos Autocallable Income ETF (CAIE) for Q1 2026, worth a combined $456M — up 72% from $264M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new CAIE positions and 11 closed out — a net gain of 44 holders — while 77 added to existing stakes and 12 trimmed.

The largest buyer was Calamos Advisors, adding an estimated $43M. The largest seller was Redhawk Wealth Advisors, cutting an estimated $3.09M.

  • 147 institutional investors held Calamos Autocallable Income ETF (CAIE) as of Q1 2026, up from 105 in Q4 2025.
  • Funds reported $456M of Calamos Autocallable Income ETF stock for Q1 2026, up 72% quarter-over-quarter.
  • 55 funds opened new Calamos Autocallable Income ETF positions in Q1 2026 and 11 closed out, a net change of +44 holders.
  • The largest Calamos Autocallable Income ETF buyer in Q1 2026 was Calamos Advisors, an estimated $43M added.
  • The largest Calamos Autocallable Income ETF seller in Q1 2026 was Redhawk Wealth Advisors, an estimated $3.09M sold.

Based on aggregated 13F filings for Q1 2026.