Who Owns Calamos CEF Income & Arbitrage ETF (CCEF)?Hedge Fund & Institutional Holders
Institutional Holders
26
as of Q4 2025
Total Institutional Value
$2.601000100000055e+60T
% of Float Held
—
QoQ Change in Holders
+14 / -4
Price History
CCEF — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Beacon Financial Advisory LLC | New Position | +90K | +$2.6B |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +63K | +$1.0B |
| Fearless Solutions, LLC dba Best Invest | New Position | +19K | +$549.0M |
| William Mack & Associates, Inc. | New Position | +8K | +$219.0M |
| Brookwood Investment Group LLC | New Position | +7K | +$201.0M |
| Elevated Capital Advisors, LLC | New Position | +121 | +$3.0M |
| SBI Securities Co., Ltd. | New Position | +44 | +$1.0M |
| TRUIST FINANCIAL CORP | New Position | +35K | +$996K |
| Aurora Private Wealth, Inc. | New Position | +26K | +$742K |
| Capital Analysts, LLC | Increased | +867 | +$24K |
| Atlantic Union Bankshares Corp | New Position | +300 | +$8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New Position | +24K | +$0 |
| Global Retirement Partners, LLC | New Position | +1K | +$0 |
| Kestra Advisory Services, LLC | New Position | +1K | +$0 |
| SageView Advisory Group, LLC | New Position | +3 | +$0 |
CCEF — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Sonoma Private Wealth LLC | Decreased | -3K | -$409.8M |
| Integrated Wealth Concepts LLC | Closed Position | -14K | -$404.6M |
| Consolidated Portfolio Review Corp | Closed Position | -12K | -$354.3M |
| Prosperity Wealth Management, Inc. | Closed Position | -11K | -$310.2M |
| MORGAN STANLEY | Closed Position | -2K | -$66K |
Top Institutional Holders(Q4 2025)
CCEF Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 25 | $4.6B | +11 |
| Q3 2025 | 14 | $2.9B | -2 |
| Q2 2025 | 16 | $7.2B | -1 |
| Q1 2025 | 17 | $7.6B | +3 |
| Q4 2024 | 14 | $37.2B | +6 |
| Q3 2024 | 8 | $995.2M | -1 |
| Q2 2024 | 9 | $2.2B | +2 |
| Q1 2024 | 7 | $1.4B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 26 institutional investors hold CCEF (Calamos CEF Income & Arbitrage ETF). The largest holder is Beacon Financial Advisory LLC with $2.6B in shares. This quarter, 14 institutions opened new positions and 4 closed their positions.
Frequently Asked Questions
How many hedge funds own CCEF?
As of Q4 2025, 26 institutional investors report holding CCEF (Calamos CEF Income & Arbitrage ETF) in their 13F filings.
Who is the largest institutional holder of CCEF?
The largest institutional holder of CCEF is Beacon Financial Advisory LLC with $2.6B in shares.
Is institutional ownership of CCEF increasing or decreasing?
This quarter, 14 institutions opened new positions in CCEF and 4 closed their positions.