Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Calamos ETF Tr (CAIQ)

40 + 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%
Net Flow Q/Q
↑ +23
Streak
1Q ▲
Buyers last Q
92%

Smart Money Signals — CAIQ

Based on 40 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 1Q
For 1 consecutive quarter, more hedge funds added CAIQ 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
40 hedge funds hold CAIQ right now — the highest count in 0.5 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 — 92% buying

37 buying3 selling
Last quarter: 37 funds were net buyers (24 opened a brand new position + 13 added to an existing one). Only 3 were sellers (2 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
🔄

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.
💎

Buying through price weakness — shares +358%, value +330%

Value
+329%
Shares
+357%
Last quarter: funds added +358% more shares while total portfolio value only changed +330%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 40 current holders: 40 (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 — 1% AUM from top-100

1% from top-100 AUM funds
2 of 40 holders rank in the top 100 by AUM, but together hold only 1% 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.

Institutional Sentiment Summary — CAIQ

In 2026 Q1, 37 hedge funds were net buyers of CAIQ (24 opened a new position, 13 added to an existing one), while 3 reduced or exited (2 trimmed, 1 sold completely) — a 92% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +23 funds (more new holders than closures). Total institutional holders: 40.

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
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CAIQ

-- --

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

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

Signal Freshness measures how much CAIQ 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 · 89d ago
CAIQ
+11.4%
SPY
+12.4%

CAIQ outperformed SPY by -1.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 44d ago
CAIQ
-1.2%
SPY
-1.1%

Since the filing became public, CAIQ outperformed SPY by -0.1% .

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.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: CAIQ
40 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 40 17 135.29%
13F Shares 3M 722K 357.91%
Total Value $79M $18M 329.77%
New Positions 24 17 +7
Increased Positions 13 0 +13
Closed Positions 1 0 +1
Reduced Positions 2 0 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CAIQ

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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)

40 + investors

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

QUARTER:
Top 25 CAIQ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cornerstone Wealth, LLC/TN 2.99% 201,439 $5.3M
2 Millington Financial Advisors, LLC 0.97% 87,135 $2.3M
3 Anfield Capital Management, LLC 0.95% 145,564 $3.5M
4 Intrepid Financial Planning Group LLC 0.94% 98,146 $2.3M
5 Calamos Wealth Management LLC 0.39% 475,423 $11.3M
6 Winnow Wealth LLC 0.32% 17,565 $419K
7 Strategic Blueprint, LLC 0.31% 226,359 $5.4M
8 Redhawk Wealth Advisors, Inc. 0.31% 116,166 $2.8M
9 Grantvest Financial Group LLC 0.17% 11,336 $270K
10 WealthTrust Asset Management, LLC 0.15% 10,633 $253K
11 Beacon Financial Advisory LLC 0.14% 26,075 $622K
12 LexAurum Advisors, LLC 0.13% 41,658 $993K
13 Family Office Research LLC 0.09% 8,414 $201K
14 United Capital Financial Advisors, LLC 0.08% 517,600 $12.3M
15 Channel Wealth LLC 0.06% 10,077 $240K
16 Insigneo Advisory Services, LLC 0.05% 29,702 $708K
17 PFG Investments, LLC 0.04% 39,065 $931K
18 Calamos Advisors LLC 0.04% 475,423 $11.3M
19 Claro Advisors Inc. 0.03% 11,587 $276K
20 Chicago Partners Investment Group LLC 0.03% 44,297 $1.2M
21 Commonwealth Equity Services, LLC 0.02% 459,125 $10.9M
22 Kingswood Wealth Advisors, LLC 0.01% 11,578 $276K
23 Waverly Advisors, LLC 0.01% 50,200 $1.2M
24 Independent Financial Group, LLC 0.01% 12,052 $287K
25 Snowden Capital Advisors LLC 0.01% 12,251 $292K
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)

What does the Smart Money Trend signal show for CAIQ?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CAIQ 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 CAIQ?

More buyers than sellers — 92% buying: Last quarter: 37 funds were net buyers (24 opened a brand new position + 13 added to an existing one). Only 3 were sellers (2 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CAIQ holders?

Smaller funds dominant — 1% AUM from top-100: 2 of 40 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CAIQ?

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.

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

As of today, CAIQ has moved -1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), CAIQ has gained +11.4% vs +12.4% 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.

Full history →