Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Calamos ETF Tr (CAIE)

147 + Investors. Track Smart Money conviction in CAIE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +45
Streak
3Q ▲
Buyers last Q
85%

Smart Money Signals — CAIE

Based on 147 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q
For 3 consecutive quarters, more hedge funds added CAIE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
147 hedge funds hold CAIE right now — the highest count in 1.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🟢

More buyers than sellers — 85% buying

133 buying24 selling
Last quarter: 133 funds were net buyers (57 opened a brand new position + 76 added to an existing one). Only 24 were sellers (12 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new CAIE position: 63 → 45 → 57. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 99% entered in last year

■ 0% conviction (2yr+) ■ 1% medium ■ 99% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares +85%, value +68%

Value
+67%
Shares
+84%
Last quarter: funds added +85% more shares while total portfolio value only changed +68%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

63 → 45 → 57 new funds/Q
New funds entering each quarter: 63 → 45 → 57. CAIE is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 150 current holders: 150 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
6 of 146 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
7.5
out of 10
High Exit Risk
Exit risk score 7.5/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CAIE

In 2026 Q1, 133 hedge funds were net buyers of CAIE (57 opened a new position, 76 added to an existing one), while 24 reduced or exited (12 trimmed, 12 sold completely) — a 85% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +45 funds (more new holders than closures). Total institutional holders: 147.

Hedge Fund Ownership: CAIE

How many hedge funds hold CAIE — quarterly history vs. share price
Quarterly hedge fund ownership of CAIE vs. share price

Market Analysis: CAIE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CAIE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Calamos ETF Tr (CAIE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CAIE has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
CAIE
nan%
SPY
+15.1%

CAIE outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
CAIE
nan%
SPY
+1.3%

Since the filing became public, CAIE outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 3 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: CAIE
147 + Investors

Track Smart Money conviction in CAIE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 147 102 44.12%
13F Shares 18M 10M 84.57%
Total Value $438M $261M 67.72%
New Positions 57 45 +12
Increased Positions 76 57 +19
Closed Positions 12 8 +4
Reduced Positions 11 0 +11
Total Calls 1 1 -
Total Puts 3 0 100%
PUT/CALL Ratio 3.0 0.0 Bearish

Statistics: CAIE

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Financial Highlights

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Institutional Holders (2026 Q1)

147 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CAIE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CAIE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cornerstone Wealth, LLC/TN 10.51% 693,536 $18.7M
2 Wealth Watch Advisors, INC 8.74% 830,059 $20.9M
3 Menard Financial Group LLC 4.99% 284,000 $7.1M
4 Intrepid Financial Planning Group LLC 3.09% 304,884 $7.7M
5 Pinion Investment Advisors, LLC 1.92% 327,205 $8.2M
6 Noble Wealth Management PBC 1.80% 142,071 $3.6M
7 Millington Financial Advisors, LLC 1.59% 139,392 $3.8M
8 Corrado Advisors, LLC 1.53% 116,338 $2.9M
9 Calamos Wealth Management LLC 1.41% 1,629,526 $41.0M
10 Strive Financial Group ,LLC 1.28% 95,985 $2.4M
11 Grantvest Financial Group LLC 1.27% 77,909 $2.0M
12 Anfield Capital Management, LLC 1.10% 158,548 $4.0M
13 Redhawk Wealth Advisors, Inc. 1.04% 375,418 $9.4M
14 BOS Asset Management, LLC 0.99% 153,676 $3.9M
15 VestGen Advisors, LLC 0.80% 1,103,282 $30.2M
16 Trask Adam Roland 0.79% 33,100 $832K
17 Institute for Wealth Management, LLC. 0.65% 241,373 $6.1M
18 New Wave Wealth Advisors LLC 0.64% 73,453 $1.8M
19 Palacios Wealth Management, LLC 0.64% 37,342 $1.0M
20 Twelve Points Wealth Management LLC 0.57% 103,780 $2.6M
21 GoalVest Advisory LLC 0.54% 110,633 $2.8M
22 Strategic Blueprint, LLC 0.54% 367,217 $9.2M
23 WealthTrust Asset Management, LLC 0.51% 33,835 $851K
24 Fulcrum Wealth Advisors, LLC 0.51% 24,363 $612K
25 Channel Wealth LLC 0.50% 82,458 $2.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Calamos ETF Tr (CAIE)

What does the Smart Money Trend signal show for CAIE?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added CAIE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CAIE?

More buyers than sellers — 85% buying: Last quarter: 133 funds were net buyers (57 opened a brand new position + 76 added to an existing one). Only 24 were sellers (12 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CAIE holders?

Smaller funds dominant — 5% AUM from top-100: 6 of 146 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CAIE?

Mostly new holders — 99% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Calamos ETF Tr (CAIE) following the 2026 Q1 hedge fund 13F filings?

As of today, CAIE has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), CAIE has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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