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Calamos CEF Income & Arbitrage ETF (CCEF) Institutional Ownership

$26.75 +0.08 (+0.30%)
As of 04/25/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Calamos CEF Income & Arbitrage ETF (NYSEARCA:CCEF)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$3.52M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.49M
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CCEF Institutional Buying and Selling by Quarter

Calamos CEF Income & Arbitrage ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2025 Beacon Financial Advisory LLC87,937$2.45M0.7%-0.6%14.070%
4/23/2025 Consolidated Portfolio Review Corp8,702$242K0.0%N/A1.392%
4/22/2025 Cambridge Investment Research Advisors Inc.15,931$443K0.0%-72.4%2.549%
2/14/2025Capital Analysts LLC2,925$81K0.0%+55.4%0.731%
2/14/2025Integrated Wealth Concepts LLC13,910$384K0.0%-7.5%3.478%
2/12/2025Ausdal Financial Partners Inc.9,860$272K0.0%+14.1%2.465%
2/10/2025Commonwealth Equity Services LLC44,404$1.22M0.0%+23.1%11.101%
1/31/2025Truist Financial Corp25,849$713K0.0%+21.1%6.462%
1/27/2025 Beacon Financial Advisory LLC88,507$2.44M0.8%+10.4%22.127%
10/30/2024 Beacon Financial Advisory LLC80,176$2.32M0.8%-5.9%20.044%
10/17/2024Sonoma Private Wealth LLC18,359$531K0.8%+17.6%4.590%
8/21/2024Truist Financial Corp21,049$568K0.0%N/A5.262%
8/13/2024AE Wealth Management LLC15,034$405K0.0%N/A3.759%
7/26/2024 Beacon Financial Advisory LLC85,159$2.30M0.9%+101.2%21.290%
7/22/2024Onyx Bridge Wealth Group LLC11,000$297K0.0%-31.3%2.750%
4/29/2024Onyx Bridge Wealth Group LLC16,000$412K0.1%N/A5.333%
(Data available from 1/1/2016 forward)

CCEF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CCEF shares?

During the previous two years, 11 institutional investors and hedge funds held shares of Calamos CEF Income & Arbitrage ETF. The most heavily invested institutionals were Beacon Financial Advisory LLC ($2.45M), Commonwealth Equity Services LLC ($1.22M), Truist Financial Corp ($713K), Sonoma Private Wealth LLC ($531K), Cambridge Investment Research Advisors Inc. ($443K), AE Wealth Management LLC ($405K), and Integrated Wealth Concepts LLC ($384K).Learn more on CCEF's institutional investors.

Which institutional investors have been buying Calamos CEF Income & Arbitrage ETF stock?

Of the 9 institutional investors that purchased Calamos CEF Income & Arbitrage ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Beacon Financial Advisory LLC ($51.17K), Truist Financial Corp ($25.55K), Onyx Bridge Wealth Group LLC ($16K), AE Wealth Management LLC ($15.03K), Consolidated Portfolio Review Corp ($8.70K), Commonwealth Equity Services LLC ($8.34K), and Sonoma Private Wealth LLC ($2.75K).

How much institutional buying is happening at Calamos CEF Income & Arbitrage ETF?

Institutional investors have bought a total of 129,809 shares in the last 24 months. This purchase volume represents approximately $3.52M in transactions.

Which Calamos CEF Income & Arbitrage ETF major shareholders have been selling company stock?

The following institutional investors have sold Calamos CEF Income & Arbitrage ETF stock in the last 24 months: Cambridge Investment Research Advisors Inc. ($41.84K), Beacon Financial Advisory LLC ($5.55K), Onyx Bridge Wealth Group LLC ($5K), and Integrated Wealth Concepts LLC ($1.12K).

How much institutional selling is happening at Calamos CEF Income & Arbitrage ETF?

Institutional investors have sold a total of 53,512 shares in the last 24 months. This volume of shares sold represents approximately $1.49M in transactions.



This page (NYSEARCA:CCEF) was last updated on 4/26/2025 by MarketBeat.com Staff
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