Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CALAMOS ETF TR (CAIQ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%

17+

Inst. Holders

Hedge Fund Ownership: CAIQ

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

Market Analysis: CAIQ

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: CAIQ

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: CAIQ
2026 Q1 Stats Unlock in 18 days 17 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 17 0 100%
13F Shares 722K 0 100%
Total Value $18M $0 100%
New Positions 17 0 +17
Increased Positions 0 0 -
Closed Positions 0 0 -
Reduced Positions 0 0 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CAIQ

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

17 + investors

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

Top 15 institutional holders of CAIQ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Strategic Blueprint, LLC 0.31% 226,359 $5.4M
2 Redhawk Wealth Advisors, Inc. 0.31% 116,166 $2.8M
3 Beacon Financial Advisory LLC 0.14% 26,075 $622K
4 LexAurum Advisors, LLC 0.13% 41,658 $993K
5 PFG Investments, LLC 0.04% 39,065 $931K
6 Claro Advisors Inc. 0.03% 11,587 $276K
7 COMMONWEALTH EQUITY SERVICES, LLC 0.02% 459,125 $10.9M
8 KINGSWOOD WEALTH ADVISORS, LLC 0.01% 11,578 $276K
9 Brookstone Capital Management 0.00% 14,428 $344K
10 Private Advisor Group, LLC 0.00% 34,004 $811K
11 IFP Advisors, Inc 0.00% 5,050 $120K
12 Realta Investment Advisors 0.00% 230 $5K
13 Cambridge Investment Research Advisors, Inc. 0.00% 12,114 —
14 TRUIST FINANCIAL CORP 0.00% 11,511 $274K
15 Farther Finance Advisors, LLC 0.00% 433 $10K
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 (CAIQ)

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.