CALAMOS TAX-AWARE CLTRAL ETF (CBOX) Institutional Ownership Changes & 13F Activity
CALAMOS TAX-AWARE CLTRAL ETF (CBOX). 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 Advisors Llc, Chicago Partners Investment Group Llc, Calamos Wealth Management Llc, Old Mission Capital Llc, and Susquehanna International Group, Llp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Calamos Advisors Llc | Buy | +5,134,908 | +48.0% | 15,828,162 | $1.61B | Q3 2026 | Nov 02, 2026 |
| Calamos Wealth Management Llc | Buy | +57,238 | — | 57,238 | $5.83M | Q3 2026 | Nov 02, 2026 |
| Chicago Partners Investment Group Llc | Buy | +66,990 | — | 66,990 | $6.84M | Q3 2026 | Oct 27, 2026 |
| Signaturefd, Llc | Buy | +129 | — | 129 | $13.13K | Q3 2026 | Oct 23, 2026 |
| Wolff Wiese Magana Llc | Buy | +493 | — | 493 | $50.18K | Q3 2026 | Oct 15, 2026 |
| Old Mission Capital Llc | Sell | -21,248 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -16,485 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| &Partners | Sell | -2,980 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
Frequently asked questions about CBOX activity
Which institutional owners are buying CBOX?
Institutional owners buying CBOX 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 CBOX activity?
"Buy" means an investor increased their reported position in CBOX compared to the prior reporting period. This reflects growing exposure to CALAMOS TAX-AWARE CLTRAL ETF (CBOX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CBOX increasing?
Institutional interest in CBOX 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.