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CAIE

Calamos Autocallable Income ETF
CAIE

105 hedge funds and large institutions have $264M invested in Calamos Autocallable Income ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 60 increasing their positions, reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 6

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

93% more capital invested

Capital invested by funds: $137M → $264M (+$128M)

57% more funds holding

Funds holding: 67 → 105 (+38)

12.11% less ownership

Funds ownership: 64.67% → 52.56% (-12%)

Holders
105
Holders Change
+38
Holders Change %
+56.72%
% of All Funds
1.28%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
45
Increased
60
Reduced
–
Closed
6
Calls
$797K
Puts
–
Net Calls
+$797K
Net Calls Change
+$797K

Top Buyers

1
VA
VestGen Advisors
Illinois
+$19.6M
2
CWM
Calamos Wealth Management
Illinois
+$13.7M
3
RWA
Redhawk Wealth Advisors
Minnesota
+$9.14M
4
UCFA
United Capital Financial Advisors
Texas
+$9.07M
5
FFA
Farther Finance Advisors
California
+$6.53M

Top Sellers

1
IWC
Integrated Wealth Concepts
Massachusetts
-$3.08M
2
WFA
WMG Financial Advisors
Tennessee
-$2.01M
3
CPRC
Consolidated Portfolio Review Corp
New York
-$1.26M
4
MTC
Matrix Trust Company
Colorado
-$404K
5
LWMI
Legacy Wealth Management (Idaho)
Idaho
-$15.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
WOSD
101
WFA of San Diego
California
$1.6K +$1.63K +60 New
DFA
102
DHJJ Financial Advisors
Illinois
$482 +$487 +18 New
TRCT
103
Tower Research Capital (TRC)
New York
$267 +$271 +10 New
Fidelity Investments
104
Fidelity Investments
Massachusetts
$187 +$190 +7 New
Morgan Stanley
105
Morgan Stanley
New York
$45 +$27 +1 New
Wells Fargo
106
Wells Fargo
California
$6 – – –
IWC
107
Integrated Wealth Concepts
Massachusetts
– -$3.08M -112,214 Closed
WFA
108
WMG Financial Advisors
Tennessee
– -$2.01M -73,210 Closed
CPRC
109
Consolidated Portfolio Review Corp
New York
– -$1.26M -45,896 Closed
MTC
110
Matrix Trust Company
Colorado
– -$404K -14,697 Closed
LWMI
111
Legacy Wealth Management (Idaho)
Idaho
– -$15.1K -551 Closed
UBS Group
112
UBS Group
Switzerland
– -$10.2K -371 Closed
1 2 3 4
5

CAIE Hedge Fund Activity: Q4 2025 in Review

105 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Calamos Autocallable Income ETF (CAIE) for Q4 2025, worth a combined $264M — up 93% from $137M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new CAIE positions and 6 closed out — a net gain of 39 holders — while 60 added to existing stakes and 0 trimmed.

The largest buyer was VestGen Advisors, opening a new position worth an estimated $19.6M. The largest seller was Integrated Wealth Concepts, exiting entirely with an estimated $3.08M sold.

  • 105 institutional investors held Calamos Autocallable Income ETF (CAIE) as of Q4 2025, up from 67 in Q3 2025.
  • Funds reported $264M of Calamos Autocallable Income ETF stock for Q4 2025, up 93% quarter-over-quarter.
  • 45 funds opened new Calamos Autocallable Income ETF positions in Q4 2025 and 6 closed out, a net change of +39 holders.
  • The largest Calamos Autocallable Income ETF buyer in Q4 2025 was VestGen Advisors, an estimated $19.6M added.
  • The largest Calamos Autocallable Income ETF seller in Q4 2025 was Integrated Wealth Concepts, an estimated $3.08M sold.

Based on aggregated 13F filings for Q4 2025.