Calms Antko GLB Sust Eqy ETFSROIETF

13F holders, Q4 2024 (December 31)
7holders +1
2new positions
2sold out
$29.00avg. 13F price*

At the end of Q4 2024, 7 institutions reported holding Calms Antko GLB Sust Eqy ETF (SROI) in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 2 sold out. The largest holders were Arlington Financial Advisors, LLC ($4.6M), Figure 8 Investment Strategies LLC ($487K) and Jane Street Group, LLC ($314K).

Company
Calms Antko GLB Sust Eqy ETF
Filed as
CALAMOS ETF TR (Q4 2024)
CUSIP
12811T209
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q1 2024: 7Q1 2024Q2 2024: 4Q2 2024Q3 2024: 6Q3 2024Q4 2024: 7Q4 2024Q1 2025: 7Q1 2025Q2 2025: 9Q2 2025Q3 2025: 9Q3 2025Q4 2025: 8Q4 2025Q1 2026: 10Q1 2026Q2 2026: 10Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions2$481K
Exits2$838K

All 13F filers, Q3 2024 → Q4 2024: 22,867 shares bought and 28,047 shares sold, net −5,180 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

Arlington Financial Advisors, LLC 0.91% Add +4.1% 158,171 $4.6M
Figure 8 Investment Strategies LLC 0.48% — 16,797 $487K
Jane Street Group, LLC 0.00% New 10,840 $314K
Calamos Wealth Management LLC 0.01% No change 10,130 $294K
Osaic Holdings, Inc. 0.00% New 5,735 $166K
UBS Group AG 0.00% Reduce -46.5% 727 $21K
City State Bank 0.00% No change 20 $580

"% of holder's portfolio" is SROI's weight in each manager's 13F, not the share of Calms Antko GLB Sust Eqy ETF the manager owns.