CALAMOS AUTOCALLA GRO ETF (CAGE) Institutional Ownership Changes & 13F Activity
CALAMOS AUTOCALLA GRO ETF (CAGE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 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, Newcorp Financial Services, Inc., Onyx Bridge Wealth Group Llc, Family Office Research Llc, and Chicago Partners Investment Group Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Hub Investment Partners, Llc | Buy | +37,969 | +23.9% | 197,097 | $5.64M | Q3 2026 | Nov 03, 2026 |
| Gsg Advisors Llc | Buy | +19,010 | — | 19,010 | $544.07K | Q3 2026 | Nov 03, 2026 |
| Calamos Wealth Management Llc | Buy | +487,681 | +988.3% | 537,026 | $15.37M | Q3 2026 | Nov 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +32,190 | — | 32,190 | $921.00 | Q3 2026 | Nov 02, 2026 |
| Commonwealth Equity Services, Llc | Buy | +12,460 | +24.7% | 62,981 | $1.80M | Q3 2026 | Nov 02, 2026 |
| Claro Advisors Inc. | Buy | +9,970 | +23.5% | 52,437 | $1.50M | Q3 2026 | Nov 02, 2026 |
| Calamos Advisors Llc | Buy | +7,955 | — | 7,955 | $227.67K | Q3 2026 | Nov 02, 2026 |
| Capital Investment Advisory Services, Llc | Buy | +165 | — | 165 | $4.72K | Q3 2026 | Oct 30, 2026 |
| Chicago Partners Investment Group Llc | Buy | +51,535 | +259.6% | 71,388 | $2.04M | Q3 2026 | Oct 27, 2026 |
| Haven Private, Llc | Buy | +37,816 | — | 37,816 | $1.08M | Q3 2026 | Oct 27, 2026 |
| Vestgen Advisors, Llc | Buy | +14,531 | — | 14,531 | $415.88K | Q3 2026 | Oct 27, 2026 |
| Kingswood Wealth Advisors, Llc | Buy | +11,768 | — | 11,768 | $336.80K | Q3 2026 | Oct 23, 2026 |
| Brookstone Capital Management | Buy | +46,775 | +571.2% | 54,964 | $1.57M | Q3 2026 | Oct 22, 2026 |
| Strategic Blueprint, Llc | Buy | +8,378 | +82.2% | 18,566 | $531.37K | Q3 2026 | Oct 22, 2026 |
| Wealthtrust Asset Management, Llc | Buy | +7,202 | — | 7,202 | $206.12K | Q3 2026 | Oct 22, 2026 |
| Wedbush Securities Inc | Buy | +1,500 | +18.3% | 9,689 | $277.00 | Q3 2026 | Oct 22, 2026 |
| Beaumont Financial Advisors, Llc | Buy | +1,099 | +12.7% | 9,768 | $279.56K | Q3 2026 | Oct 22, 2026 |
| Wealthcare Advisory Partners Llc | Buy | +9,334 | — | 9,334 | $267.14K | Q3 2026 | Oct 21, 2026 |
| New Wave Wealth Advisors Llc | Buy | +10,228 | — | 10,228 | $305.82K | Q3 2026 | Oct 19, 2026 |
| Commerce Advisors, Llc | Buy | +5,900 | +41.4% | 20,143 | $576.49K | Q3 2026 | Oct 19, 2026 |
| Onyx Bridge Wealth Group Llc | Buy | +82,486 | +696.6% | 94,327 | $2.70M | Q3 2026 | Oct 16, 2026 |
| Wolff Wiese Magana Llc | Buy | +1,195 | +52.7% | 3,464 | $99.14K | Q3 2026 | Oct 15, 2026 |
| Newcorp Financial Services, Inc. | Buy | +105,737 | — | 105,737 | $3.03M | Q3 2026 | Oct 14, 2026 |
| Family Office Research Llc | Buy | +73,306 | +885.8% | 81,582 | $2.33M | Q3 2026 | Oct 14, 2026 |
| Redhawk Wealth Advisors, Inc. | Buy | +15,665 | — | 15,665 | $448.33K | Q3 2026 | Oct 14, 2026 |
| Realta Investment Advisors | Buy | +40 | +8.7% | 500 | $14.31K | Q3 2026 | Oct 14, 2026 |
| Wealth Enhancement Advisory Services, Llc | Buy | +28,483 | +232.2% | 40,751 | $1.21M | Q3 2026 | Oct 13, 2026 |
| Able Wealth Management Llc | Buy | +18,434 | — | 18,434 | $544.69K | Q3 2026 | Oct 13, 2026 |
| Independent Financial Group, Llc | Buy | +9,230 | +8.5% | 117,958 | $3.38M | Q3 2026 | Oct 13, 2026 |
| Goalvest Advisory Llc | Buy | +4,409 | — | 4,409 | $126.19K | Q3 2026 | Oct 02, 2026 |
Frequently asked questions about CAGE activity
Which institutional owners are buying CAGE?
Institutional owners buying CAGE 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 CAGE activity?
"Buy" means an investor increased their reported position in CAGE compared to the prior reporting period. This reflects growing exposure to CALAMOS AUTOCALLA GRO ETF (CAGE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CAGE increasing?
Institutional interest in CAGE 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.