CAIE

Calamos Autocallable Income ETF

103 hedge funds and large institutions have $262M invested in Calamos Autocallable Income ETF in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 59 increasing their positions, reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$797K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1
Calamos Wealth Management
Illinois
$25.5M
WWA
2
Wealth Watch Advisors
Colorado
$22.2M
VA
3
VestGen Advisors
Illinois
$19.4M
RWA
4
Redhawk Wealth Advisors
Minnesota
$13.2M
GI
5
Gradient Investments
Minnesota
$10.9M
WA
6
Waverly Advisors
Alabama
$9.64M
UCFA
7
United Capital Financial Advisors
Texas
$8.96M
WAP
8
Wealthcare Advisory Partners
Pennsylvania
$7.16M
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$6.56M
FFA
10
Farther Finance Advisors
California
$6.45M
BCM
11
Brookstone Capital Management
Illinois
$5.96M
IFPG
12
Intrepid Financial Planning Group
Indiana
$5.61M
PIA
13
Pinion Investment Advisors
Kansas
$5.54M
PCIA
14
Prime Capital Investment Advisors
Kansas
$5.11M
IFWM
15
Institute for Wealth Management
Colorado
$4.74M
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.68M
SB
17
Strategic Blueprint
Georgia
$4.5M
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.39M
CPIG
19
Chicago Partners Investment Group
Illinois
$4.21M
NWMP
20
Noble Wealth Management PBC
Colorado
$4.21M
MFA
21
Millington Financial Advisors
Illinois
$4.18M
SPIA
22
Steward Partners Investment Advisory
New York
$4.12M
GA
23
GoalVest Advisory
New York
$3.37M
BAM
24
BOS Asset Management
Illinois
$3.29M
KPWS
25
Kestra Private Wealth Services
Texas
$3.13M