Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Calamos ETF Trust - Calamos Convertible Equity Alternative ETF include Cambridge Investment Research Advisors, Inc., and Ameritas Advisory Services, LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 8,160 | 0.18 | 262 | 12.50 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 7,721 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 9,151 | 0.18 | 293 | 12.26 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4,810 | 154 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 21,874 | 1.07 | 701 | 13.25 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 18,630 | 597 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1,230 | 6.68 | 39 | 21.88 |
