Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CALAMOS ETF TR (CAIE)

102 + 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
↑ +37
Streak
2Q ▲
Buyers last Q
93%

Smart Money Signals — CAIE

Based on 101 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 2Q
For 2 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
101 hedge funds hold CAIE right now — the highest count in 0.8 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 — 93% buying

101 buying8 selling
Last quarter: 101 funds were net buyers (45 opened a brand new position + 56 added to an existing one). Only 8 were sellers (0 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-17 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 62 → 45. 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 — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% 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.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 102 current holders: 102 (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 — 2% AUM from top-100

2% from top-100 AUM funds
6 of 101 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 1 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: CAIE
2026 Q1 Stats Unlock in 15 days 102 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 102 64 59.38%
13F Shares 10M 5M 99.78%
Total Value $260M $133M 95.31%
New Positions 46 62 -16
Increased Positions 56 2 +54
Closed Positions 8 2 +6
Reduced Positions 0 0 -
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CAIE

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

102 + investors

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

Top 25 institutional holders of CAIE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pinion Investment Advisors, LLC 1.92% 327,205 $8.2M
2 Noble Wealth Management PBC 1.80% 142,071 $3.6M
3 CORRADO ADVISORS, LLC 1.53% 116,338 $2.9M
4 Calamos Wealth Management LLC 1.41% 1,629,526 $41.0M
5 Redhawk Wealth Advisors, Inc. 1.04% 375,418 $9.4M
6 BOS Asset Management, LLC 0.99% 153,676 $3.9M
7 Aurora Private Wealth, Inc. 0.88% 47,530 $1K
8 NEW WAVE WEALTH ADVISORS LLC 0.64% 73,453 $1.8M
9 Twelve Points Wealth Management LLC 0.57% 103,780 $2.6M
10 GoalVest Advisory LLC 0.54% 110,633 $2.8M
11 Strategic Blueprint, LLC 0.54% 367,217 $9.2M
12 FULCRUM WEALTH ADVISORS, LLC 0.51% 24,363 $612K
13 Cornerstone Wealth Group, LLC 0.37% 215,049 $5.7M
14 Liberty Atlantic Advisors LLC 0.36% 16,818 $423K
15 Beacon Financial Advisory LLC 0.33% 57,855 $1.5M
16 Bright Futures Wealth Management, LLC. 0.32% 18,497 $465K
17 Mid-American Wealth Advisory Group, Inc. 0.24% 21,433 $573K
18 Able Wealth Management LLC 0.24% 35,377 $889K
19 TrueWealth Advisors, LLC 0.22% 34,421 $865K
20 Claro Advisors Inc. 0.22% 71,589 $1.8M
21 Cannon Advisors, Inc. 0.19% 10,168 $256K
22 Calamos Advisors LLC 0.15% 1,651,916 $41.5M
23 Element Wealth, LLC 0.15% 13,991 $352K
24 Catalina Capital Group, LLC 0.14% 9,546 $240K
25 Wealthcare Advisory Partners LLC 0.14% 280,552 $7.1M
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 — 2 quarters in a row: For 2 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 — 93% buying: Last quarter: 101 funds were net buyers (45 opened a brand new position + 56 added to an existing one). Only 8 were sellers (0 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CAIE holders?

Smaller funds dominant — 2% AUM from top-100: 6 of 101 holders rank in the top 100 by AUM, but together hold only 2% 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 — 100% 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.