Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Calamos ETF Tr (CAIE)

170 + 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
↑ +24
Streak
4Q ▲
Buyers last Q
77%

Smart Money Signals — CAIE

Based on 171 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 4Q
For 4 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
171 hedge funds hold CAIE right now — the highest count in 1.2 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.
🚀

Fast accumulation — +4175% more funds vs a year ago

fund count last 5Q
+167 new funds entered over the past year (+4175% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 77% buying

137 buying42 selling
Last quarter: 137 funds were net buyers (41 opened a brand new position + 96 added to an existing one). Only 42 were sellers (25 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-16 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 63 → 46 → 57 → 41. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 70% entered in last year

■ 0% conviction (2yr+) ■ 30% medium ■ 70% 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.
➡️

Steady discovery — ~41 new funds/quarter

63 → 46 → 57 → 41 new funds/Q
New funds entering each quarter: 63 → 46 → 57 → 41. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 172 current holders: 172 (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 — 6% AUM from top-100

6% from top-100 AUM funds
8 of 170 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.8
out of 10
Moderate Exit Risk
Exit risk score 6.8/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q2, 137 hedge funds were net buyers of CAIE (41 opened a new position, 96 added to an existing one), while 42 reduced or exited (25 trimmed, 17 sold completely) — a 77% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +24 funds (more new holders than closures). Total institutional holders: 171.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 5 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: CAIE
170 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 170 147 15.65%
13F Shares 22M 18M 19.54%
Total Value $560M $438M 27.74%
New Positions 41 57 -16
Increased Positions 94 76 +18
Closed Positions 17 12 +5
Reduced Positions 25 11 +14
Total Calls 0 1 -100.0%
Total Puts 2 3 -33.33%
PUT/CALL Ratio 0.0 3.0 Bullish

Statistics: CAIE

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Financial Highlights

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Institutional Holders (2026 Q2)

170 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wealth Watch Advisors, INC 11.43% 1,295,093 $35.2M
2 Menard Financial Group LLC 10.30% 695,646 $18.9M
3 Cornerstone Wealth, LLC/TN 9.79% 713,398 $19.4M
4 Matters Capital LLC 5.25% 275,500 $7.5M
5 Innovative Asset Advisors Group, LLC 4.38% 367,930 $10.0M
6 Intrepid Financial Planning Group LLC 3.74% 404,833 $11.0M
7 Pinion Investment Advisors, LLC 2.36% 456,973 $12.4M
8 Vima LLC 2.16% 81,504 $2.2M
9 Millington Financial Advisors, LLC 1.62% 154,290 $4.1M
10 Calamos Wealth Management LLC 1.56% 1,904,900 $51.8M
11 Corrado Advisors, LLC 1.48% 117,941 $3.2M
12 Grantvest Financial Group LLC 1.45% 91,768 $2.5M
13 Noble Wealth Management PBC 1.42% 116,303 $3.2M
14 Greenberg Financial Group 1.06% 105,025 $2.9M
15 Strive Financial Group ,LLC 1.04% 88,422 $2.4M
16 Palacios Wealth Management, LLC 1.03% 64,027 $1.7M
17 Redhawk Wealth Advisors, Inc. 0.94% 350,730 $9.5M
18 Burnham & Co LLC 0.88% 40,171 $1.1M
19 VestGen Advisors, LLC 0.87% 1,102,235 $30.0M
20 Bright Futures Wealth Management, LLC. 0.80% 45,404 $1.2M
21 New Wave Wealth Advisors LLC 0.78% 104,946 $2.9M
22 Strategic Blueprint, LLC 0.77% 563,020 $15.3M
23 Twelve Points Wealth Management LLC 0.68% 125,120 $3.4M
24 Institute for Wealth Management, LLC. 0.68% 283,681 $7.7M
25 GoalVest Advisory LLC 0.65% 129,010 $3.5M
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 — 4 quarters in a row: For 4 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 — 77% buying: Last quarter: 137 funds were net buyers (41 opened a brand new position + 96 added to an existing one). Only 42 were sellers (25 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CAIE holders?

Smaller funds dominant — 6% AUM from top-100: 8 of 170 holders rank in the top 100 by AUM, but together hold only 6% 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 — 70% 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.

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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