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.
2,037% more capital inflows, than outflows
Capital inflows: $145M | Capital outflows: $6.78M
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)
57% more funds holding
Funds holding: 67 → 105 (+38)
16.13% more ownership
Funds ownership: 16.38% → 32.51% (+16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
VestGen Advisors
Inverness,
Illinois
|
+$19.6M |
| 2 |
Calamos Wealth Management
Naperville,
Illinois
|
+$13.7M |
| 3 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$9.14M |
| 4 |
United Capital Financial Advisors
Irving,
Texas
|
+$9.07M |
| 5 |
Farther Finance Advisors
San Francisco,
California
|
+$6.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$3.08M |
| 2 |
WFA
WMG Financial Advisors
Knoxville,
Tennessee
|
-$2.01M |
| 3 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
-$1.26M |
| 4 |
MTC
Matrix Trust Company
Denver,
Colorado
|
-$404K |
| 5 |
LWMI
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
-$15.1K |
CAIE Hedge Fund Activity: Q4 2025 in Review
105 of the 8,287 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.