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Calamos CEF Income & Arbitrage ETF

18 hedge funds and large institutions have $8.57M invested in Calamos CEF Income & Arbitrage ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

13% more funds holding

Funds holding: 1618 (+2)

3.49% more ownership

Funds ownership: 46.71%50.2% (+3.5%)

5% more capital invested

Capital invested by funds: $8.19M → $8.57M (+$387K)

Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Beacon Financial Advisory
Ohio
$2.56M +$50.6K +1,865 +2%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.49M +$160K +5,886 +13%
Truist Financial
3
Truist Financial
North Carolina
$1.05M +$93.3K +3,441 +10%
Osaic Holdings
4
Osaic Holdings
Arizona
$625K -$30.7K -1,131 -5%
SPW
5
Sonoma Private Wealth
California
$439K +$244 +9 +0.1%
IWC
6
Integrated Wealth Concepts
Massachusetts
$396K
AFP
7
Ausdal Financial Partners
Iowa
$380K +$40.8K +1,505 +13%
PWM
8
Prosperity Wealth Management
California
$287K +$273K +10,070 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$266K +$9.35K +345 +4%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$234K -$209K -7,708 -48%
CPRC
11
Consolidated Portfolio Review Corp
New York
$231K -$15.9K -587 -7%
KWM
12
Kingsview Wealth Management
Oregon
$208K +$198K +7,302 New
BIG
13
Brookwood Investment Group
Arizona
$207K -$1.98K -73 -1%
CAL
14
Capital Analysts LLC
Pennsylvania
$83K
SPIA
15
Steward Partners Investment Advisory
New York
$56.9K
GRP
16
Global Retirement Partners
California
$35.7K +$34K +1,253 New
NS
17
NBC Securities
Alabama
$24K +$9.49K +350 +70%
SS
18
SBI Securities
Japan
$1.28K +$136 +5 +13%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
-$434K -15,610 Closed

CCEF Hedge Fund Activity: Q2 2025 in Review

18 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Calamos CEF Income & Arbitrage ETF (CCEF) for Q2 2025, worth a combined $8.57M — up 4.7% from $8.19M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CCEF positions and 1 closed out — a net gain of 2 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Prosperity Wealth Management, opening a new position worth an estimated $273K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $434K sold.

  • 18 institutional investors held Calamos CEF Income & Arbitrage ETF (CCEF) as of Q2 2025, up from 16 in Q1 2025.
  • Funds reported $8.57M of Calamos CEF Income & Arbitrage ETF stock for Q2 2025, up 4.7% quarter-over-quarter.
  • 3 funds opened new Calamos CEF Income & Arbitrage ETF positions in Q2 2025 and 1 closed out, a net change of +2 holders.
  • The largest Calamos CEF Income & Arbitrage ETF buyer in Q2 2025 was Prosperity Wealth Management, an estimated $273K added.
  • The largest Calamos CEF Income & Arbitrage ETF seller in Q2 2025 was Susquehanna International Group, an estimated $434K sold.

Based on aggregated 13F filings for Q2 2025.