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Calamos CEF Income & Arbitrage ETF

21 hedge funds and large institutions have $9.07M invested in Calamos CEF Income & Arbitrage ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding

Funds holding: 1821 (+3)

6% more capital invested

Capital invested by funds: $8.57M → $9.07M (+$501K)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

5.64% less ownership

Funds ownership: 50.2%44.56% (-5.6%)

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Beacon Financial Advisory
Ohio
$2.64M +$31.8K +1,112 +1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.63M +$108K +3,777 +7%
Truist Financial
3
Truist Financial
North Carolina
$1.03M -$48.6K -1,697 -5%
Osaic Holdings
4
Osaic Holdings
Arizona
$623K -$15.1K -527 -2%
AFP
5
Ausdal Financial Partners
Iowa
$476K +$86.3K +3,015 +23%
SPW
6
Sonoma Private Wealth
California
$410K -$37.5K -1,312 -9%
IWC
7
Integrated Wealth Concepts
Massachusetts
$405K
CPRC
8
Consolidated Portfolio Review Corp
New York
$354K +$116K +4,064 +50%
PWM
9
Prosperity Wealth Management
California
$310K +$16.9K +592 +6%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$245K +$5.75K +201 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$222K -$48.6K -1,697 -18%
BIG
12
Brookwood Investment Group
Arizona
$212K +$658 +23 +0.3%
KWM
13
Kingsview Wealth Management
Oregon
$212K -$887 -31 -0.4%
CAL
14
Capital Analysts LLC
Pennsylvania
$85K
Morgan Stanley
15
Morgan Stanley
New York
$66.2K +$65.1K +2,276 New
SPIA
16
Steward Partners Investment Advisory
New York
$58.2K
GRP
17
Global Retirement Partners
California
$35.4K -$1.03K -36 -3%
NS
18
NBC Securities
Alabama
$24.7K
Bank of America
19
Bank of America
North Carolina
$16.9K +$16.6K +580 New
ACA
20
Aptus Capital Advisors
Alabama
$11.6K +$11.4K +400 New
SS
21
SBI Securities
Japan
$1.25K -$57 -2 -4%

CCEF Hedge Fund Activity: Q3 2025 in Review

21 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in Calamos CEF Income & Arbitrage ETF (CCEF) for Q3 2025, worth a combined $9.07M — up 5.8% from $8.57M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CCEF positions and 0 closed out — a net gain of 3 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Consolidated Portfolio Review Corp, adding an estimated $116K. The largest seller was Envestnet Asset Management, cutting an estimated $48.6K.

  • 21 institutional investors held Calamos CEF Income & Arbitrage ETF (CCEF) as of Q3 2025, up from 18 in Q2 2025.
  • Funds reported $9.07M of Calamos CEF Income & Arbitrage ETF stock for Q3 2025, up 5.8% quarter-over-quarter.
  • 3 funds opened new Calamos CEF Income & Arbitrage ETF positions in Q3 2025 and 0 closed out, a net change of +3 holders.
  • The largest Calamos CEF Income & Arbitrage ETF buyer in Q3 2025 was Consolidated Portfolio Review Corp, an estimated $116K added.
  • The largest Calamos CEF Income & Arbitrage ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $48.6K sold.

Based on aggregated 13F filings for Q3 2025.