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CANQ Institutional Ownership

Calamos Nasdaq Equity & Income ETF
1W: -1.3% 1M: -1.3% 3M: -4.2% YTD: -0.1% 1Y: -1.7%
$29.42
+0.13 (+0.46%)
 
Weekly Expected Move ±1.7%
$28 $29 $29 $30 $30
ETF NASDAQ · AUM $31.0M

Institutional Ownership — CANQ

15
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
10M
Total Invested
0
New Positions
3
Increased
8
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (17 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Calamos Wealth Management LLC 169,118 $5M -22,049 -11.5% 4Q SEC ↗
2 Cambridge Investment Research Advisors 80,801 $2M +619 +0.8% 6Q SEC ↗
3 Mutual Advisors, LLC 16,165 $476K -1,211 -7.0% 4Q SEC ↗
4 GOLDMAN SACHS GROUP INC 14,678 $432K +6,192 +73.0% 2Q SEC ↗
5 IFP Advisors, Inc 11,098 $327K -2,431 -18.0% 7Q SEC ↗
6 Sound Income Strategies, LLC 9,217 $271K — +0.0% 3Q SEC ↗
7 COMMONWEALTH EQUITY SERVICES, LLC 8,143 $240K -3,824 -32.0% 6Q SEC ↗
8 Farther Finance Advisors, LLC 5,253 $155K +4 +0.1% 3Q SEC ↗
9 OSAIC HOLDINGS, INC. 2,390 $70K — +0.0% 6Q SEC ↗
10 UBS Group AG 233 $7K -123 -34.6% 2Q SEC ↗
11 Keating Financial Advisory Services, I 200 $6K — +0.0% 2Q SEC ↗
12 Essential Investment Partners LLC 175 $5K — +0.0% 3Q SEC ↗
13 SageView Advisory Group, LLC 0 $0K -3 -100.0% 1Q SEC ↗
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 $0K -9,659 -100.0% 1Q SEC ↗
15 Calamos Advisors LLC 0 $0K -191,167 -100.0% 1Q SEC ↗
16 Brookwood Investment Group LLC 0 $0K -15,148 -100.0% 3Q SEC ↗
17 Waverly Advisors, LLC 0 $0K -1,009 -100.0% 1Q SEC ↗

Recent Activity

New Positions (0)

No new positions this quarter.

Sold Out (5)
Biggest Increases (3)
HolderAddedChange %Total Shares
GOLDMAN SACHS GROUP INC +6,192 +73.0% 14,678
Cambridge Investment Research Advis +619 +0.8% 80,801
Farther Finance Advisors, LLC +4 +0.1% 5,253
Biggest Decreases (5)
HolderReducedChange %Total Shares
Calamos Wealth Management LLC -22,049 -11.5% 169,118
COMMONWEALTH EQUITY SERVICES, LLC -3,824 -32.0% 8,143
IFP Advisors, Inc -2,431 -18.0% 11,098
Mutual Advisors, LLC -1,211 -7.0% 16,165
UBS Group AG -123 -34.6% 233

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms