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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| United Capital Financial Advisors, Llc | Buy | +31,400 | +6.1% | 549,000 | $14.66M | Q2 2026 | Aug 17, 2026 |
| Insigneo Advisory Services, Llc | Buy | +15,213 | +51.2% | 44,915 | $1.21M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Sell | -12,600 | -25.1% | 37,600 | $1.01M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +8,663 | +3465.2% | 8,913 | $239.30K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +4,928 | +48.9% | 15,000 | $403.00K | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors Llc | Buy | +26,001 | +212.2% | 38,252 | $997.61K | Q2 2026 | Aug 13, 2026 |
| Estate Planners Group, Llc | Buy | +14,156 | — | 14,156 | $380.08K | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Buy | +11,845 | — | 11,845 | $318.04K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +3,876 | +11.6% | 37,199 | $998.79K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +1 | — | 1 | $46.00 | Q2 2026 | Aug 13, 2026 |
| Intrepid Financial Planning Group Llc | Buy | +76,819 | +78.3% | 174,965 | $4.70M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -8,670 | -95.9% | 366 | $9.83K | Q2 2026 | Aug 12, 2026 |
| Summit Financial, Llc | Buy | +7,805 | — | 7,805 | $209.56K | Q2 2026 | Aug 12, 2026 |
| Garden State Investment Advisory Services Llc | Buy | +17,650 | — | 17,650 | $473.90K | Q2 2026 | Aug 11, 2026 |
| Rps Advisory Solutions Llc | Buy | +11,517 | — | 11,517 | $309.23K | Q2 2026 | Aug 11, 2026 |
| Allworth Financial Lp | Buy | +1,500 | +36.8% | 5,573 | $149.64K | Q2 2026 | Aug 11, 2026 |
| Millington Financial Advisors, Llc | Buy | +20,785 | +23.9% | 107,920 | $2.78M | Q2 2026 | Aug 07, 2026 |
| Silver Oak Securities, Incorporated | Buy | +11,572 | — | 11,572 | $310.71K | Q2 2026 | Aug 07, 2026 |
| Grantvest Financial Group Llc | Buy | +6,033 | +53.2% | 17,369 | $466.36K | Q2 2026 | Aug 07, 2026 |
| Innovative Asset Advisors Group, Llc | Buy | +10,935 | — | 10,935 | $293.60K | Q2 2026 | Aug 05, 2026 |
| Beacon Financial Advisory Llc | Buy | +747 | +2.9% | 26,822 | $720.16K | Q2 2026 | Aug 05, 2026 |
| Channel Wealth Llc | Buy | +129 | +1.3% | 10,206 | $274.03K | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Buy | +9,934 | — | 9,934 | $266.73K | Q2 2026 | Aug 03, 2026 |
| Acumen Wealth Advisors, Llc | Buy | +5 | — | 5 | $135.00 | Q2 2026 | Aug 03, 2026 |
| Calamos Wealth Management Llc | Buy | +780,583 | +164.2% | 1,256,006 | $33.72M | Q2 2026 | Jul 31, 2026 |
| Chicago Partners Investment Group Llc | Buy | +44,804 | +101.1% | 89,101 | $2.28M | Q2 2026 | Jul 30, 2026 |
| Claro Advisors Inc. | Buy | +11,929 | +103.0% | 23,516 | $631.40K | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +9,124 | +75.3% | 21,238 | $570.00 | Q2 2026 | Jul 30, 2026 |
| Cornerstone Wealth, Llc/Tn | Buy | +79,199 | +39.3% | 280,638 | $7.34M | Q2 2026 | Jul 29, 2026 |
| Haven Private, Llc | Buy | +23,796 | — | 23,796 | $638.92K | Q2 2026 | Jul 29, 2026 |
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.