Calamos Autocallable Income ETF (CAIE)

ETF ยท NYSE Arca

Calamos Autocallable Income ETF (CAIE) is an exchange-traded fund listed on NYSE Arca, where it has traded since June 24, 2025.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
June 24, 2025

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 168 institutions reported holding CAIE, with 21.4 million shares worth $581.5 million in aggregate. The largest reported holder was Calamos Wealth Management, with 1.9 million shares worth $51.8 million. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.

InstitutionSharesValueQuarter change
Calamos Wealth Management1,904,900$52MAdded 16.9%
Wealth Watch Advisors1,295,093$35MAdded 56.02%
Vestgen Advisors1,102,235$30MReduced 0.09%
Royal Bank of Canada947,329$26MAdded 44.49%
Cornerstone Wealth, LLC/TN713,398$19MAdded 2.86%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is CAIE?

Calamos Autocallable Income ETF (CAIE) is an exchange-traded fund listed on NYSE Arca, where it has traded since June 24, 2025.

Who are the largest institutional holders of CAIE?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of CAIE were Calamos Wealth Management, Wealth Watch Advisors and Vestgen Advisors.

How many institutions own CAIE?

168 institutions reported a position in CAIE for the quarter ended June 30, 2026, worth $581.5 million in total.

Did institutions buy or sell CAIE last quarter?

Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for CAIE.

Every reported institutional holder, plus insider and congressional trades in CAIE, on SentiSense.