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CAIE

Calamos Autocallable Income ETF

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: 36 (+3)

72% more capital invested

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

40% more funds holding

Funds holding: 105147 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
126
Beck Capital Management
Texas
$227K +$13.7K +522 +6%
AWM
127
Accurate Wealth Management
Florida
$223K +$228K +8,667 New
AWM
128
AE Wealth Management
Kansas
$223K +$233K +8,858 New
MFA
129
Mayflower Financial Advisors
Massachusetts
$208K +$218K +8,283 New
SMC
130
Smith, Moore & Co
Missouri
$206K +$215K +8,179 New
AW
131
Ankerstar Wealth
Texas
$112K +$117K +4,449 New
RF
132
Roxbury Financial
New Jersey
$73.4K +$76.9K +2,920 New
AWM
133
Activest Wealth Management
Florida
$62K +$64.9K +2,466 New
WOSD
134
WFA of San Diego
California
$51.8K +$52.7K +2,001 +3,335%
CAM
135
Chesapeake Asset Management
New York
$50.3K +$52.7K +2,000 New
HIC
136
Hamrick Investment Counsel
Washington
$47.9K +$50.2K +1,906 New
ACA
137
Aptus Capital Advisors
Alabama
$41.6K +$5K +190 +13%
CWP
138
Clark Wealth Partners
Illinois
$38K +$39.8K +1,513 New
UBS Group
139
UBS Group
Switzerland
$34.2K +$35.8K +1,359 New
MMCM
140
Murphy & Mullick Capital Management
New York
$25.1K +$26.3K +1,000 New
GIA
141
GHP Investment Advisors
Colorado
$14.5K +$15.2K +578 New
NL
142
NVWM LLC
Pennsylvania
$10.1K
CFB
143
Cullen/Frost Bankers
Texas
$9.3K +$9.74K +370 New
RIA
144
Realta Investment Advisors
Delaware
$7.54K +$7.9K +300 New
DFA
145
DHJJ Financial Advisors
Illinois
$453
Morgan Stanley
146
Morgan Stanley
New York
$251 +$237 +9 +900%
Wells Fargo
147
Wells Fargo
California
$31 +$26 +1 New
CI
148
CacheTech Inc
Utah
-$1.3M -48,653 Closed
MML Investors Services
149
MML Investors Services
Massachusetts
-$1.25M -46,786 Closed
OMC
150
Old Mission Capital
Illinois
-$348K -13,002 Closed

CAIE Hedge Fund Activity: Q1 2026 in Review

147 of the 8,130 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.