CALAMOS NASDAQ AUTOCALL ETF (CAIQ) Institutional Ownership Changes & 13F Activity

CALAMOS NASDAQ AUTOCALL ETF (CAIQ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Calamos Wealth Management Llc, Cornerstone Wealth, Llc/Tn, Intrepid Financial Planning Group Llc, Chicago Partners Investment Group Llc, and United Capital Financial Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
United Capital Financial Advisors, LlcBuy+31,400+6.1%549,000$14.66MQ2 2026Aug 17, 2026
Insigneo Advisory Services, LlcBuy+15,213+51.2%44,915$1.21MQ2 2026Aug 14, 2026
Waverly Advisors, LlcSell-12,600-25.1%37,600$1.01MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+8,663+3465.2%8,913$239.30KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+4,928+48.9%15,000$403.00KQ2 2026Aug 14, 2026
Snowden Capital Advisors LlcBuy+26,001+212.2%38,252$997.61KQ2 2026Aug 13, 2026
Estate Planners Group, LlcBuy+14,15614,156$380.08KQ2 2026Aug 13, 2026
Captrust Financial AdvisorsBuy+11,84511,845$318.04KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+3,876+11.6%37,199$998.79KQ2 2026Aug 13, 2026
Morgan StanleyBuy+11$46.00Q2 2026Aug 13, 2026
Intrepid Financial Planning Group LlcBuy+76,819+78.3%174,965$4.70MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-8,670-95.9%366$9.83KQ2 2026Aug 12, 2026
Summit Financial, LlcBuy+7,8057,805$209.56KQ2 2026Aug 12, 2026
Garden State Investment Advisory Services LlcBuy+17,65017,650$473.90KQ2 2026Aug 11, 2026
Rps Advisory Solutions LlcBuy+11,51711,517$309.23KQ2 2026Aug 11, 2026
Allworth Financial LpBuy+1,500+36.8%5,573$149.64KQ2 2026Aug 11, 2026
Millington Financial Advisors, LlcBuy+20,785+23.9%107,920$2.78MQ2 2026Aug 07, 2026
Silver Oak Securities, IncorporatedBuy+11,57211,572$310.71KQ2 2026Aug 07, 2026
Grantvest Financial Group LlcBuy+6,033+53.2%17,369$466.36KQ2 2026Aug 07, 2026
Innovative Asset Advisors Group, LlcBuy+10,93510,935$293.60KQ2 2026Aug 05, 2026
Beacon Financial Advisory LlcBuy+747+2.9%26,822$720.16KQ2 2026Aug 05, 2026
Channel Wealth LlcBuy+129+1.3%10,206$274.03KQ2 2026Aug 04, 2026
Envestnet Asset Management IncBuy+9,9349,934$266.73KQ2 2026Aug 03, 2026
Acumen Wealth Advisors, LlcBuy+55$135.00Q2 2026Aug 03, 2026
Calamos Wealth Management LlcBuy+780,583+164.2%1,256,006$33.72MQ2 2026Jul 31, 2026
Chicago Partners Investment Group LlcBuy+44,804+101.1%89,101$2.28MQ2 2026Jul 30, 2026
Claro Advisors Inc.Buy+11,929+103.0%23,516$631.40KQ2 2026Jul 30, 2026
Cambridge Investment Research Advisors, Inc.Buy+9,124+75.3%21,238$570.00Q2 2026Jul 30, 2026
Cornerstone Wealth, Llc/TnBuy+79,199+39.3%280,638$7.34MQ2 2026Jul 29, 2026
Haven Private, LlcBuy+23,79623,796$638.92KQ2 2026Jul 29, 2026
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Frequently asked questions about CAIQ activity

  • Which institutional owners are buying CAIQ?

    Institutional owners buying CAIQ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CAIQ activity?

    "Buy" means an investor increased their reported position in CAIQ compared to the prior reporting period. This reflects growing exposure to CALAMOS NASDAQ AUTOCALL ETF (CAIQ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CAIQ increasing?

    Institutional interest in CAIQ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.