Go Pro
→ The REAL Reason Trump is Invading Iran (From Banyan Hill Publishing) (Ad)tc pixel Free CCEF Stock Alerts

Calamos CEF Income & Arbitrage ETF (CCEF) Institutional Ownership

$29.06 -0.35 (-1.19%)
Closing price 04:10 PM Eastern
Extended Trading
$29.05 -0.01 (-0.03%)
As of 04:15 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$4.26M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$519.01K
Get CCEF Insider Trade Alerts

Want to know when executives and insiders are buying or selling Calamos CEF Income & Arbitrage ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CCEF Institutional Buying and Selling by Quarter

Calamos CEF Income & Arbitrage ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Capital Analysts LLC5,328$159K0.0%+40.5%0.444%
9/9/2026 IFP Advisors Inc27,407$820K0.0%+59.0%2.284%
8/27/2026 Tucker Asset Management LLC3,206$87K0.0%N/A0.267%
8/22/2026 Legacy Wealth Managment LLC ID13,083$356K0.2%N/A1.090%
8/22/2026 Concurrent Investment Advisors LLC33,814$920K0.0%+9.9%2.818%
8/21/2026 Beacon Financial Advisory LLC59,783$1.63M0.3%+3.3%4.982%
8/21/2026 Beacon Financial Advisory LLC90,112$2.70M0.5%+0.8%7.509%
7/10/2026 William Mack & Associates Inc.26,197$784K0.3%N/A2.382%
4/29/2026 KERR FINANCIAL PLANNING Corp1,757$51K0.1%N/A0.160%
4/28/2026 Beacon Financial Advisory LLC89,356$2.52M0.6%-1.0%8.123%
4/16/2026 Aurora Private Wealth Inc.13,069$377K0.3%-49.0%1.188%
2/17/2026 Osaic Holdings Inc.22,305$643K0.0%+4.1%2.231%
2/17/2026 Beacon Financial Advisory LLC90,260$2.60M0.6%-0.7%9.026%
2/13/2026 Kestra Advisory Services LLC1,050$30K0.0%N/A0.105%
2/13/2026 Ausdal Financial Partners Inc.20,640$595K0.0%+26.2%2.064%
2/12/2026 Commonwealth Equity Services LLC63,127$1.82M0.0%+12.5%6.313%
2/12/2026 Steward Partners Investment Advisory LLC8,365$241K0.0%+318.3%0.837%
2/11/2026 Capital Analysts LLC3,792$109K0.0%+29.6%0.379%
2/9/2026 Kingsview Wealth Management LLC9,521$274K0.0%+30.9%0.952%
2/9/2026 William Mack & Associates Inc.7,616$219K0.1%N/A0.762%
2/2/2026 Truist Financial Corp34,562$996K0.0%-2.2%3.456%
2/2/2026 Aurora Private Wealth Inc.25,631$742K0.5%N/A2.563%
1/20/2026 Fearless Solutions LLC dba Best Invest19,061$549K0.3%N/A2.118%
11/17/2025Prosperity Wealth Management Inc.10,662$310K0.1%+5.9%1.523%
11/17/2025 Ausdal Financial Partners Inc.16,360$476K0.0%+22.6%2.337%
11/12/2025 Consolidated Portfolio Review Corp12,179$354K0.0%+50.1%1.740%
11/5/2025 Envestnet Asset Management Inc.7,635$222K0.0%-18.2%1.091%
11/3/2025 Truist Financial Corp35,324$1.03M0.0%-4.6%5.046%
10/29/2025 Beacon Financial Advisory LLC90,914$2.65M0.6%+1.2%12.988%
9/4/2025 Osaic Holdings Inc.21,957$625K0.0%-4.9%3.660%
8/14/2025 Ausdal Financial Partners Inc.13,345$380K0.0%+12.7%2.224%
8/8/2025 Kingsview Wealth Management LLC7,302$208K0.0%N/A1.217%
7/22/2025 Beacon Financial Advisory LLC89,802$2.56M0.7%+2.1%14.967%
7/18/2025 Consolidated Portfolio Review Corp8,115$231K0.0%-6.7%1.353%
7/18/2025 Truist Financial Corp37,021$1.05M0.0%+10.2%6.170%
5/6/2025Brookwood Investment Group LLC7,338$204K0.0%N/A1.276%
4/24/2025Beacon Financial Advisory LLC87,937$2.45M0.7%-0.6%14.070%
4/23/2025Consolidated Portfolio Review Corp8,702$242K0.0%N/A1.392%
4/22/2025Cambridge Investment Research Advisors Inc.15,931$443K0.0%-72.4%2.549%
2/14/2025Capital Analysts LLC2,925$81K0.0%+55.4%0.731%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

Send me my free guide
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%
1/27/2025Beacon Financial Advisory LLC88,507$2.44M0.8%+10.4%22.127%
10/30/2024Beacon 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%
7/26/2024Beacon 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%


CCEF Institutional Ownership - Frequently Asked Questions

During the previous two years, 24 institutional investors and hedge funds held shares of Calamos CEF Income & Arbitrage ETF. The most heavily invested institutionals were Beacon Financial Advisory LLC ($2.70M), Commonwealth Equity Services LLC ($1.82M), Truist Financial Corp ($996K), Concurrent Investment Advisors LLC ($920K), IFP Advisors Inc ($820K), William Mack & Associates Inc. ($784K), and Osaic Holdings Inc. ($643K).Learn more on Calamos CEF Income & Arbitrage ETF's institutional investors.

Of the 21 institutional investors that purchased Calamos CEF Income & Arbitrage ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: William Mack & Associates Inc. ($33.81K), Aurora Private Wealth Inc. ($25.63K), Fearless Solutions LLC dba Best Invest ($19.06K), Commonwealth Equity Services LLC ($15.34K), Beacon Financial Advisory LLC ($13.99K), Legacy Wealth Managment LLC ID ($13.08K), and Consolidated Portfolio Review Corp ($12.77K).

Institutional investors have bought a total of 145,455 shares in the last 24 months. This purchase volume represents approximately $4.26M in transactions.

The following institutional investors have sold Calamos CEF Income & Arbitrage ETF stock in the last 24 months: Aurora Private Wealth Inc. ($12.56K), Truist Financial Corp ($2.46K), Envestnet Asset Management Inc. ($1.70K), and Beacon Financial Advisory LLC ($1.56K).

Institutional investors have sold a total of 18,276 shares in the last 24 months. This volume of shares sold represents approximately $519.01K in transactions.


Related Companies

Institutional ownership data for NYSEARCA:CCEF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel